Data and Reporting Analyst

1 day, 15 hours ago
Full-time
Entry Level
Data Science and Analytics
Caseware

Caseware

CaseWare International Inc. provides cutting-edge software solutions for accounting firms, corporations, and governments, enabling users worldwide to work smarter and transform insights into impact.

Internet Software & Services
251-1K
Founded 1988

Description

  • Perform quality assurance on Tableau dashboards and reports used for Sales Ops and Revenue Operations decision-making.
  • Validate that Tableau outputs accurately reflect Salesforce pipeline, opportunity, account, and activity data.
  • Document QA findings, validation logic, and recurring data issues to improve reporting standards and processes.
  • Ensure reports align with defined sales processes, GTM rules, and Revenue Operations metrics such as pipeline stages, bookings, and attribution.
  • Identify discrepancies between Salesforce records and Tableau reporting and determine whether the root cause is report logic or CRM data quality.
  • Partner with Sales Ops, Revenue Operations, Analytics, and BI teams to resolve reporting and data issues.
  • Perform data reconciliation using Salesforce exports, Tableau data sources, and Excel.
  • Break down complex sales reporting issues into smaller, testable components to isolate errors.
  • Support the accuracy of pipeline reviews, forecasting, attainment tracking, and performance dashboards.

Requirements

  • Comfort working with Tableau, including reading, validating, and interpreting dashboards and metrics.
  • Working knowledge of Salesforce CRM, including Leads, Accounts, Opportunities, and Activities.
  • Strong Excel skills, including VLOOKUP/XLOOKUP, IF statements, COUNTIF, SUMIFS, filtering, pivoting, and large dataset analysis.
  • Strong analytical and abstract thinking skills for translating sales processes into data.
  • Ability to work with large and complex datasets and identify inconsistencies or anomalies.
  • Foundational understanding of SaaS sales models, including pipeline, bookings, ARR, renewals, upsell, and churn.
  • Entry-level experience is suitable for this role.
  • Experience with revenue operations, sales operations, analytics, or BI collaboration is preferred.

Benefits

  • Contrato a término indefinido with all legal benefits.
  • Prepaid medicine, life insurance, and funeral assistance.
  • Internet allowance and home office stipend.
  • Competitive compensation above the market average.
  • 100% remote work environment with excellent work-life balance.
  • Budget for training and mentorship from highly experienced professionals.
  • 5 personal time off days per year, plus sick leave top-up to 100% of salary from day 3 to 90.
  • Recognition award with additional paid time off, plus upgraded vacation starting at 5 years of service.

Interested in this position?

Apply directly on the company website

Apply Now

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