Job Description

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

Responsibilities

What you will do:

• 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.
• Complies with all policies and standards.

Qualifications

• Bachelor's Degree Or commensurate selection criteria experience - Required
• 2-4 years of experience in SQL, relational database knowledge, reporting, business intelligence and CRM support - Required
• Demonstrated moderate experience with query tools and relational databases - Required
• Beginner to moderate experience with business intelligence and CRM tools - Required
• Proven experience successfully communicating with all levels of associates, including executives and developing relationships with business and IT associates - Required
• Proven experience delivering reports, dashboards and visualizations to business users - Required
• Demonstrated experience identifying and solving problems independently. - Required
• Experience in the financial services industry is - Preferred
• Demonstrated ability to understand business strategies and establish appropriate priority across multiple projects
• Demonstrated ability to respond in a positive, professional manner to multiple deadlines and shifting priorities.
• 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
• 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.
• Certified Tableau Specialist Upon Hire - Preferred
• Cognos Upon Hire - Preferred
• Certified Records Manager (CRM) Upon Hire - Preferred

Work Setting/Position Demands:

• Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
• Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
• Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
• Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
• Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
• Performs substantial movement of wrists, hands, and fingers for continuous computer work.
• Extended hours required during peak workloads or special projects/events.

Travel Requirements:

• None