Reporting & Metrics Analyst (Salesforce/Tableau)

6 days ago

Makati City, National Capital Region, Philippines KMC Solutions Full time $104,000 - $130,878 per year

Overview

We are seeking a data-driven professional to support our Pre-Sales Engineering team by delivering actionable reporting, analytics, and metrics. This role will leverage Salesforce, Looker, Business Intelligence (BI) tools, and advanced AI technologies (including LLMs such as ChatGPT and Perplexity) to optimize pre-sales operations, provide insights, and drive strategic decision-making.

Key Responsibilities

  • Collaborate with Pre-Sales Engineering and Revenue Operations teams to define, track, and report on key pre-sales metrics and KPIs, including opportunity outcomes, team utilization, sales targets, and efficiency metrics.
  • Design, build, and maintain dashboards and reports using Salesforce, Looker, and other BI platforms to provide visibility into team performance and business impact.
  • Analyze data from multiple sources (Salesforce, CRM Analytics, Looker, etc.) to identify trends, forecast pipeline health, and recommend process improvements.
  • Support the integration of advanced AI tools (e.g., ChatGPT, Perplexity) to automate reporting, generate insights, and enhance data interpretation for the pre-sales team.
  • Ensure data quality and integrity by monitoring pipelines, performing audits, and troubleshooting discrepancies.
  • Provide training and documentation to pre-sales engineers and stakeholders on BI tools, dashboards, and data best practices.
  • Partner with cross-functional teams (Sales, Product, Customer Success) to align reporting with business goals and share actionable insights.
  • Stay current with industry trends in pre-sales analytics, BI, and AI-driven reporting.

Required Skills & Qualifications

  • Bachelor's degree in Computer Science, Engineering, Information Systems, Business Analytics, or related field.
  • Proven experience in analytics, business intelligence, or sales operations supporting technical or pre-sales teams.
  • Proficiency with Salesforce reporting, CRM Analytics, and data management.
  • Strong expertise in Looker (or similar BI tools), including dashboard creation, data modeling, and advanced visualizations.
  • Solid understanding of business intelligence concepts and best practices.
  • Familiarity with large language models (LLMs) such as ChatGPT and Perplexity, including their application to reporting, data analysis, and workflow automation.
  • Strong analytical and problem-solving skills, with attention to detail and a passion for datadriven decision-making.
  • Excellent communication skills, with the ability to translate complex data into clear, actionable insights for technical and non-technical audiences.
  • Experience with SQL or scripting languages (e.g., Python) is a plus.
  • Ability to work independently and collaboratively in a fast-paced, cross-functional environment.

Preferred Skills

  • Experience supporting pre-sales or sales engineering teams and understanding of relevant KPIs (e.g., opportunity outcome, team utilization, deal efficiency).
  • Knowledge of additional BI tools or platforms (e.g., Tableau, Power BI).
  • Experience with AI-driven business process automation.
  • Sample Metrics & KPIs Supported
  • Opportunity outcome rates (qualified out, closed lost, closed won).
  • Team utilization and capacity metrics.
  • Sales targets and attainment.
  • Pre-sales activity breakdowns (demos, POCs, discovery sessions).
  • Efficiency metrics (time-to-close, resource allocation)

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