• Deliver recurring and ad hoc reporting across pipeline, bookings, revenue, gross profit, forecast, target attainment, and account performance.
• Identify performance trends, underlying drivers, risks, gaps, and growth opportunities using internal and external data.
• Explain what has changed, why it has changed, what may happen next, and where management action is required.
• Support business planning and strategic decision-making through forward-looking insights and clear recommendations.
• Translate leadership questions into structured reports, metrics, scorecards, and management views.
• Define and document business requirements for reports and dashboards.
• Validate and reconcile data across Salesforce, finance, bookings, revenue, and other reporting sources.
• Prepare and present concise, executive-ready reports and PowerPoint presentations.
• Manage stakeholder expectations relating to timelines, data availability, definitions, assumptions, and limitations.
• Lead tactical and strategic initiatives with cross-functional and virtual teams.
• Work with CRM, finance, sales operations, reporting, and data teams to improve reporting quality, consistency, and scalability.
• Use AI-enabled tools to improve research, reporting, insight generation, and presentation development while validating all outputs.
• Provide subject matter advice and support to relevant teams.
• Perform any other related responsibilities as require

To thrive in this role, you need to have

• Strong understanding of sales performance management and executive reporting.
• Strong knowledge of pipeline, bookings, revenue, gross profit, forecast, and target attainment.
• Good understanding of Salesforce opportunity, account, pipeline, and forecast data.
• Strong business judgement and the ability to identify the key management message from complex information.
• Confidence to challenge data, assumptions, and conclusions when they do not appear commercially reasonable.
• Excellent stakeholder-management skills and the ability to work confidently with Senior Leadership Team and C-suite audiences.
• Excellent written communication, presentation, and business storytelling skills.
• Advanced Microsoft Excel and Microsoft PowerPoint skills.
• Practical experience using generative AI and AI-enabled productivity tools.
• Ability to manage multiple priorities, work independently, and deliver accurate outputs within tight deadlines.
• Ability to collaborate effectively across global, cross-functional, and virtual teams.

Required experience

• 8–15 years of relevant professional experience.
• Demonstrated experience in sales performance reporting, management reporting, commercial reporting, or a similar business-facing role.
• Experience working with Salesforce or a comparable CRM platform.
• Experience working with large and complex datasets from multiple sources.
• Experience preparing and presenting materials for senior leadership and executive stakeholders.
• Experience supporting business planning and strategic decision-making.
• Experience working in a complex, global, or matrixed organisation.

Desirable experience

• Experience within IT services, technology services, consulting, professional services, or another complex B2B organisation.
• Experience supporting monthly business reviews, quarterly business reviews, or executive performance reviews.

Academic qualifications

• Master's degree preferred; bachelor's degree in business administration, finance, analytics, data science, or a related field is required.