POSITION SUMMARY

The Performance Reporting Analyst monitors, reports, and manages all operations performance metrics for enterprise operations reporting. The analyst seeks to understand and predict operations performance, deliver crisp, clear reporting in all formats and graphically display operations performance data in compelling ways for key audiences, providing analysis and narrative. This role also serves as the Salesforce CRM administrator for the organization.

This role understands the functions within economic and workforce development organizations and how activity leads to results. They can build and present performance data clearly and compellingly in various formats for key audiences.

ESSENTIAL FUNCTIONS

Reasonable Accommodations Statement

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Performance Reporting

• Maintain all related information including annual organizational performance measures.
• Execute Operations Performance Reporting per standard operating procedures and serve as stakeholder liaison for all performance and BAU reporting (annual, mid-year, investor, CEO, elected officials, marketing agreement partner, monthly, quarterly).
• Conduct data quality reviews and manage data entry, monitoring, and reporting of organizational performance metrics/scorecard reports
• Manage Internal stakeholder/client relationships.
• Simplify complex data and translate to tell a crisp story.
• Benchmark with economic and workforce organizations, and develop solutions or alternative practices.
• Increase the breadth and quality of data and insights by identifying and executing reporting enhancements and optimizing processes.
• Make recommendations for new systems, procedures, or organizational changes to management through presentations or written reports.

CRM Administrator

• Serve as point of contact for CRM (Salesforce) system; Document and own SF technical architecture
• Accountable for CRM governance, maintenance, training, troubleshooting, and user administration.
• In collaboration with internal stakeholders, identify needed CRM enhancements and plan of action to execute.
• Oversee the adoption, architecture, and customization of Salesforce.
• Identify, build and prioritize SF enhancements, and execute to ensure all tiers of operational data are incorporated.

Education: Bachelor’s Degree in Business Administration, Data Analytics/Science, or related; Equivalent years of service may qualify.

Experience Required:

• 1-2 years producing corporate-level operations performance reports, proficiently managing data.
• Ability to grasp and understand business concepts and issues.
• Experience developing and delivering professional communications, including data analysis and visualization.
• Experience customizing and gathering requirements for CRM (Salesforce), form creation, creating dashboards, generating reports and troubleshooting.
• Familiarity with identifying data modernization opportunities such as automation and analytics.
• Strong collaboration and relationship management skills with the ability to work with and communicate with people from all departments and at all levels of the organization
• Strong project management skills, including the ability to work independently and coordinate multiple tasks.
• Exhibit strong leadership and problem-solving skills.

Preferred Qualifications:

• Salesforce administration and development experience preferred 

    Competency Statements:

• Business Acumen: Ability to grasp and understand business concepts and issues.
•  Strategic Planning: Ability to understand our organization’s vision for the future and how planned activity achieves the vision.
• Communication, Oral/Written: Ability to communicate effectively with others using the spoken word, and in writing clearly and concisely; ability to communicate across various audiences.

Computer Skills: MS Office (PowerPoint, Excel, Word, Outlook). CRM experience (Salesforce).

Certificates & Licenses: None

PHYSICAL DEMANDS

Lift/Carry: General office activity, e.g. moving or exerting up to 20 pounds or negligible weights occasionally.