Continuous Improvement Manager BI

Johnson Controls•Boca Raton, FL

About The Position

This role is responsible for managing sales reporting and analysis for Global Sales Operations. Its purpose is to provide our sales leadership with actionable insights that will deliver improved team productivity, and help focus sales associates on viable, targeted sales growth opportunities. The role is responsible for building a suite of relevant reports and analyses, creating useful and actionable insights, and sharing of this information across the organisation in a relevant, timely and professional manner. This role acts as the central reporting owner for all things related to sales bookings, revenue by account & sales associate as well as margin performance and incentive calculations, pricing, hyper care, and CDM. It is also responsible for helping to ‘cut through the noise’ and focus leaders and decision-makers on relevant and useful information, removing outdated, unnecessary and inaccurate information wherever it exists, and providing internal benchmarking to help senior leaders assess performance across the region. The Sales BI and Operation Insights Analyst will be instrumental in defining the structure and approach underpinning the new sales insights function, operations, and CDM; they will design and build out the new report and analysis suite and manage the day-to-day activity.

Requirements

Bachelor-level degree or equivalent.
Minimum of 4 years experience working in sales analysis, business analysis or similar field.
Analytical and evaluative skills with an ability to build complex reports using multiple data sources.
Communication skills with ability to effectively convey insights gleaned from reports.
Statistical background with proven professional application.
MS Excel / Microsoft Access / Power BI/VBA advanced working knowledge
Interpersonal skills and confidence in engaging with others, both individually and across multiple teams.
Ability to work to targets and KPIs and self-monitor own performance.
Comfortable working to deadlines, ability to multi-task and carry out ad-hoc work.
Integrity and respect for confidentiality when handling sensitive data and information.
Working knowledge of Salesforce.com or other similar CRM / ERP system.

Nice To Haves

Achievement/results orientation; the ability to deliver results with energy and drive, to act decisively.
Accountability/integrity; taking ownership of business tasks and reliably 'walking the talk'.
Communication; the ability and confidence to communicate with colleagues across the business.
Flexible approach to work priorities and hours, ability to manage multiple projects and activities.
Analytical and interpretative; looking at issues in a logical and objective manner and being able to identify key causes and potential solutions quickly.
Educated to Degree level in finance, maths or related discipline or A professional finance qualification e.g. CIMA or ACCA accreditation
State desirable vocational/professional certification/experience.
Working in a BI reporting analysis role or similar analysis-based role, supporting a sales / marketing / pricing environment with focus on sales growth and market development, customer insights, operations, and customer master data along finance required inputs
Previous working knowledge and understanding of Salesforce.com or similar CRM tool, particularly with respect to sales activity, sales planning and forecasting, and sales reporting & analysis along with ERP systems

Responsibilities

Create a sales reporting and analysis suite that will generate regular actionable insights for sales leadership to drive growth and deliver performance improvement, including - Sales performance at a team, territory and regional level, Individual seller performance and productivity, Customer performance and opportunities for growth and expansion, Sales win/loss, Pipeline health and performance, Lead Generation productivity, Cross-country, cross-region and cross-Sensormatic opportunities for growth and expansion, Operation and Finance dashboards
Use controls and balances to ensure accuracy and truth in numbers that are reported and shared.
Manage reporting and insight content on Salesforce.com as part of the overall portfolio.
Execute more complex or longer-term business insights and analysis projects which provide deeper understanding and insight into the performance and development of the Sensormatic business.
Manage the volume and range of reporting to ensure what is provided is relevant, timely, and insightful, and at the same time remove duplication, distractions and obsolete reports.
Support priority reporting and insight requests from senior management, ensuring that quick turnaround times are met and that all relevant information is made available prior to key meetings.
Support requests for bespoke and ad hoc reports / insights based upon agreed conditions and predefined service level agreements.
Develop ‘self-service’ style reporting facilities to empower wherever possible the sales teams and others with easily accessible, useful and actionable information.
Work closely with Finance and sales leaders to support monthly forecasting and business review, including the Sales & Operations Planning process.
Support sales leadership in the annual quota setting process, using insights to drive quota decisions.
Keep up to date on industry standards to help drive continuous improvement and development.
Periodically, provide support to Global Sales Operations and other regional Sales Operations teams where they require Power BI skills to accomplish reporting and insights projects.
SPOC – single point of contact – for incentives calculations and collation of data from all sub-regions and territories, working with the finance teams in the region in addition to sales territory leaders.