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.

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.

Data Analysis

Analyze business trends and performance metrics.

Identify gaps, exceptions, and improvement opportunities.

Provide insights to support strategic and operational decisions.

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.

Performance Monitoring

Track Key Performance Indicators (KPIs).

Monitor productivity, target achievement, and SLA adherence.

Highlight deviations from targets and recommend corrective actions.

Data Quality and Governance

Validate data before report submission.

Ensure compliance with organizational data standards.

Identify and rectify data discrepancies.

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