Customer 360 Data Intelligence-HO & SUPPORT-Customer 360

1. Data Collection and Management

• Gather data from multiple sources such as SFDC CRM systems, databases, Excel files, and business applications.
• Ensure accuracy, completeness, and consistency of data.
• Maintain and update master databases regularly.

2. Report Generation

• Prepare daily, weekly, monthly, and ad hoc MIS reports.
• Create management dashboards and performance trackers.
• Generate reports on sales, operations, productivity, customer service, and financial performance.

3. Data Analysis

• Analyze business trends and performance metrics.
• Identify gaps, exceptions, and improvement opportunities.
• Provide insights to support strategic and operational decisions.

4. Dashboard and Automation

• Develop automated reports using Excel, Power BI, Tableau, SQL, or similar tools.
• Reduce manual reporting through automation and macros.
• Maintain KPI dashboards for leadership review.

5. Performance Monitoring

• Track Key Performance Indicators (KPIs).
• Monitor productivity, target achievement, and SLA adherence.
• Highlight deviations from targets and recommend corrective actions.

6. Data Quality and Governance

• Validate data before report submission.
• Ensure compliance with organizational data standards.
• Identify and rectify data discrepancies.

7. Stakeholder Coordination

• Work closely with business teams, operations, finance, sales, and management.
• Understand reporting requirements and deliver timely information.

Technical Skills Required

• Advanced Microsoft Excel (Pivot Tables, Lookups, Power Query, Macros)
• Power BI
• Data Visualization
• Basic Statistics and Analytics

Key Soft Skills

• Analytical thinking
• Attention to detail
• Problem-solving ability
• Time management
• Communication and presentation skills
• Stakeholder management