My client are looking for a Senior BI & Insight Analyst - Sales Operations (Payments)
Our client, is looking for a Senior BI & Insight Analyst to join its Sales Operations & Processes function. The role supports the International Markets and Global Acceptance organisations, covering the Sales, Marketing and Product Strategy teams.
This is a data-driven Business Intelligence (BI/MI) and Insight & Analytics role in a fast-moving, partly unstructured environment. Many processes aren't measured yet, so you'll define the KPIs, build the reporting and dashboards, and turn large, turning datasets into actionable insights for Director and VP-level leaders.
What You Will Be Doing
- Defining KPIs and metrics. Build a core set of metrics from Salesforce and other data sources, creating a single source of truth the business can use to measure and judge performance.
- Measuring the unmeasured. Map key sales and commercial processes, such as contract lifecycle, time to signature, deal cycle time and time to close. Set baselines and estimates where no measurement exists yet.
- Salesforce and CRM analytics. Design a Director/VP-level view of the Salesforce portfolio and maintain all account reporting, including region, type, primary and secondary functions, jurisdiction, and acquiring/issuing exclusivity.
- Forecasting and pipeline reporting. Redefine and manage incentive forecast reporting, including spend by team, and support forecasting, invoicing and pipeline management cycles.
- Dashboards and data visualisation. Pull, manipulate and analyse large multi-source datasets, and produce Tableau dashboards and MI reporting that give stakeholders a trusted view of the business.
- AI-enabled reporting and automation. Use AI tools well beyond basic usage (eg Copilot, Claude, GenAI, Python-based automation) to automate reporting, analyse behaviour and improve how the team works.
- Process improvement and leadership reporting. Lead improvement projects end to end and present insights and recommendations to senior leadership.
- Regulatory and controls support. Support reporting for regulatory, audit and control testing in a regulated environment.
Experience Required
- Strong background in BI, MI, Insight & Analytics or reporting, with a track record of turning raw data into metrics, dashboards and actionable insight
- Hands-on Salesforce reporting and CRM analytics experience with large, multi-source datasets
- Proficiency in Tableau, Power BI or similar data visualisation tools
- Advanced Excel and Google Sheets, including financial forecasting and data modelling
- Practical, advanced use of AI and automation to improve reporting efficiency and analysis
- Experience managing multiple concurrent reporting cycles
- International experience in large, global organisations, with strong stakeholder management across regions
- Comfortable in ambiguous, unstructured environments, creating process and structure where none exists
Desirable
- Experience in payments, card schemes, acquiring/issuing, merchant acceptance or fintech is highly desirable
- Snowflake or other data warehouse experience, and an understanding of big data
- SQL and/or Python for data extraction and automation
- Sales Operations, Revenue Operations (RevOps) or Sales Enablement background
- Experience in financial services or another regulated industry
12 month contract inside IR35, working in London 3 days on site 2 days remote
Rate:
Not specified
Location:
London
IR35 Status:
Inside
Remote Status:
Hybrid
Industry:
Data & Analytics
Seniority Level:
Senior