The Role:

Reporting & Dashboard Development

• Design, build, and maintain reports and dashboards within Salesforce and Tableau.
• Optimize reporting processes through automation and best practices.
• Maintain and improve existing reporting workflows to ensure consistency and efficiency.

Data Integrity & Governance

• Ensure data accuracy and consistency across Salesforce and integrated systems.
• Identify and resolve data inconsistencies, working closely with relevant teams to improve data governance.

Data Analysis & Insights

• Analyse complex datasets to deliver actionable insights that support KPIs, financial metrics, and client-specific requirements.
• Present data-driven findings through clear, compelling reports and visualisations tools, inc Tableau, tailored to diverse audiences.
• Troubleshoot reporting issues and conduct data quality checks regularly.

Stakeholder Collaboration

• Collaborate with Salesforce Admins and Developers to implement reporting-related changes and enhancements
• Translate business needs into technical reporting specifications.

Training & Documentation

• Provide support and training to employees in interpreting and using reports effectively.
• Develop clear documentation and user guides for reporting tools and dashboards.

The Person:

• Proven experience in a Salesforce reporting or data analysis role, with deep knowledge of Salesforce reporting capabilities
• Strong proficiency in building and maintaining Salesforce reports and dashboards
• Solid understanding of Salesforce data architecture, including objects, fields, and relationships
• Previous experience in a reporting or analytics role within a law firm or professional services environment is highly desirable
• Proficient in data visualization and reporting tools such as Excel, SQL, Power BI, Tableau, or similar platforms
• Strong analytical and problem-solving skills with the ability to interpret large and complex datasets
• High attention to detail and a strong commitment to data integrity and accuracy
• Ability to translate data into meaningful insights and present findings clearly to both technical and non-technical stakeholders

Company Core Values:

• Aspire: To challenge convention, an entrepreneur with energy for change. To be the best that we can be
• Integrate: Bring together people and systems into a cohesive force
• Innovate: To creatively evolve our working practices, use our revenue and resources in a virtuous cycle of improving our people, systems and growth
• Commit: To delivering excellent client experience and working with integrity, investing in long term relationships, creating a strong market position and delivering sustained commercial advantage