Summary of Responsibilities:
Leverages technical skills along with understanding of business strategies, priorities and initiatives to provide actionable reports, dashboards, data analysis tools and CRM capabilities that empower business decision-makers and business users to gain insights and make strategic business decisions. Responsible for leading or participating in requirements, design, development, testing, training, and production support across these solutions. Serves as the subject matter expert for WSFGD and Touchstone data, reporting and CRM needs. Demonstrates an understanding of multiple databases, data flows and relationships across various sources. Builds collaborative relationships and communicates effectively with business and IT leaders, project team members and vendors to assure project success. Solves moderately complex business and technical problems. Responds with flexibility to changing priorities or new project assignments as they arise throughout the year. Works with minimal supervision and is responsible to make an established range of decisions. Escalates to management when necessary and updates management on a regular basis.
Develops solid understanding of business strategies, priorities and initiatives. Builds collaborative relationships and communicates successfully with associates at all levels, across business and IT. Uses appropriate business-friendly terminology and speaks in appropriate technical terms with IT associates.
Leverages business knowledge, coupled with technical skills, to offer solutions and work in partnership with both business and IT to lead or participate in technology-related projects.
Designs, develops, tests and delivers reports, visualizations, dashboards and CRM enhancements.
Understands databases, collects requirements from business partners and collaborates with IT to create data structures that support reporting and dashboard development.
Troubleshoots report, business intelligence, data and CRM-related issues.
Mentors, trains and shares knowledge with peers and business users.
Develops and implements best practices with peers and maintains confidentiality.
Responds with flexibility to changing priorities and new projects that arise throughout the year.
Performs other duties as assigned by management.
2-4 years of experience in SQL, relational database knowledge, reporting, business intelligence and CRM support.
Demonstrated moderate experience with query tools and relational databases.
Beginner to moderate experience with business intelligence and CRM tools.
Demonstrated ability to understand business strategies and establish appropriate priority across multiple projects.
Proven experience successfully communicating with all levels of associates, including executives and developing relationships with business and IT associates.
Proven experience delivering reports, dashboards and visualizations to business users.
Demonstrated ability to respond in a positive, professional manner to multiple deadlines and shifting priorities.
Demonstrated experience identifying and solving problems independently.
Proven strong analytical skills that demonstrate experience troubleshooting, assessing impact, quantifying problems and providing effective resolutions. Must cite examples of sound decision-making when dealing with multiple alternatives or solutions.
This position works primarily in an office setting and requires being in a stationary position for long periods of time frequently while working at a desk, on a computer or with other standard office equipment, or while in meetings. Position requires frequent movement of wrists, hands and fingers for continuous computer work.
Computer Skills and Knowledge of Hardware & Software Required:
Moderate SQL (Oracle, SQL Server) and relational database knowledge required.
Beginner BI/reporting tool knowledge required (Tableau, Cognos, Crystal Reports, etc.)
Exposure to CRM tools such as SalesPage, Salesforce, etc.
Proficient in word processing, spreadsheet, database and report development applications.
Exposure to basic ETL and Dimensional Data Modeling concepts.
Experience in the financial services industry is preferred.
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.):
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