The Role
Lead global sales reporting and analytics: build and maintain forecasts, dashboards, KPI tracking, variance and funnel analysis. Manage Power BI and Salesforce reporting projects, ensure data governance and quality, perform pricing/market/competition analysis, support territory and quota setting, deliver executive reporting, and manage a small global reporting team.
Summary Generated by Built In
SOTI is committed to providing its employees with endless possibilities; learning new things, working with the latest technologies and making a difference in the world.
Reporting to the Director, Global Business Operations, you will lead the Reporting and Analytics function to support the Business Operations team and global Sales organisation across data requests, dashboards queries and reporting requirements. You will drive the executive reporting roadmap and support the business with better analysis and insights to support decision making.
Key Responsibilities
- Manage requirements to support regular Drive Plan and Leadership meetings with forecast reporting, variance analysis, funnel reviews and top opportunity analysis.
- Provide Analysis for Quarterly Business Reviews for Regional teams on sales performance, execution of strategy and key leading indicators.
- Work with Regional Bus Ops and Sales Leaders to identify key KPIs to track business performance success and execute within regular reporting and dashboards.
- Drive creation and execution of integrated reporting roadmap to support the business.
- Collaborate with internal teams to manage data warehouse infrastructure, data availability, accuracy and quality.
- Manage internal Reporting, Salesforce and Power BI relationships and projects.
- Support execution of reporting into Power BI – supporting requirements gathering, data validation, UAT testing and communicating rollout of new dashboards.
- Assist with coordination of Salesforce data, dashboards and reporting inquiries.
- Regular auditing of information disseminated by the global and regional reporting teams to ensure consistency of data, reduction of duplication and logging of regular requests to inout to future Power BI roadmap.
- Territory Management, Quota Setting
- Provide analysis across pricing and deal structure trends across the region, revenue streams and product sets to advise on future go to market initiatives.
- Provide analysis on competition, market trends, win rates and opportunity best practice to drive efficiency across opportunity conversion and customer/partner acquisition.
- Identify and drive improvements across sales reports and dashboards, implement and automate enhancements to drive efficiencies across the sales cycle and regular sales forecast meetings.
- Execute effective change management across all functions of the organization to support the implementation of changes to sales reports and dashboards.
- Ensuring regular data governance checks are documented and executed and areas for improvement are identified.
- Deliver ad-hoc leadership reporting and analysis as required.
- Manage team and coordinate activities across global reporting teams.
An ideal candidate has:
- Proven experience in a similar role and managing a small team
- 5+ years of Business/ Sales Operations experience
- Salesforce power user (Reports, Dashboards etc.)
- Advanced Excel/G-sheet skills
- Ability to work with large, complex data sets
- Strong commitment to excellence, detail and process oriented
- Excellent analytical and problem-solving skills and is able to draw high-level business conclusions and trends from detailed financial and statistical data
- Experienced in a fast paced, dynamic sales and marketing environment. Experience within technology organisation/ Saas industry experience is a distinct advantage.
- Collaborative team player, great communicator and is customer service oriented.
- Exceptional organizational and time management skills, can manage competing projects with tight deadlines effectively.
- Experience of interrogating and consolidating data from multiple sources to ensure robustness of assumptions, data & extract key insights to inform business strategy
- Demonstrable experience of stakeholder management and working with key business stakeholders in finance, sales and marketing departments.
- Confident preparing and presenting results to a senior management team, taking feedback and communicating complex analyses in an easy to understand format to sales and finance leads and the executive teams throughout the business
Replacement Role-- The targeted compensation for this position is $90,000- $110,000 CAD (annual). Final compensation is determined by education, experience, and internal equity principles.
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If you want to bring your ideas to life, apply at SOTI today. Use of Artificial Intelligence in Hiring SOTI uses AI tools to support parts of our recruitment process, such as reviewing resumes, screening qualifications, and creating interview questions. These tools assist our team only-final hiring decisions are made by people, not automation. For privacy-related questions, please contact [email protected].We are committed to providing accessible employment practices that are in compliance with the requirements under the Human Rights Code and the Accessibility for Ontarians with Disabilities Act (AODA). If you require accommodation during any stage of the recruitment process, please notify People & Culture at [email protected].Please note that SOTI does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Services Agreement with agency/recruiter, SOTI will not consider or agree to payment of any referral compensation or recruiter fee.Skills Required
- 5+ years of Business/Sales Operations experience
- Proven experience in a similar role and managing a small team
- Salesforce power user (Reports, Dashboards)
- Power BI experience (reporting, UAT, rollout)
- Advanced Excel and Google Sheets skills
- Ability to work with large, complex data sets and data validation
- Experience interrogating and consolidating data from multiple sources
- Excellent analytical and problem-solving skills; draw business conclusions from data
- Demonstrable stakeholder management with finance, sales and marketing
- Confident preparing and presenting results to senior management
- Experience in a fast-paced sales and marketing environment; SaaS/technology experience
- Strong attention to detail, process orientation, and time management skills
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The Company
What We Do
SOTI is a global provider of enterprise software solutions that go beyond traditional MDM/EMM/UEM. For over 25 years, SOTI has been trusted by companies to get the most out of their mobile operations. It continues to be recognized as an industry leader and an innovator in the mobile management space and beyond. With the SOTI ONE Platform, businesses get the most out of smartphones, tablets, wearables, cameras, POS terminals, kiosks, scanners and more. Additionally, SOTI enables organizations to rapidly build mobile apps to replace paper-based processes and manage enterprise-grade printers
