Negotiable
Undetermined
Undetermined
United Kingdom
Summary: The Software Sales Financial Data Modeller role focuses on analyzing and optimizing sales and customer data during a business integration initiative. The position requires expertise in Tableau and financial data analysis to support decision-making and shape sales strategy. The successful candidate will collaborate with various stakeholders to deliver actionable insights and reduce overlap as two organizations merge. This role is critical in developing a new go-to-market strategy and enhancing product bundling strategies.
Key Responsibilities:
- Analyse and review CRM customer data to identify trends, overlaps, and opportunities
- Develop and deliver interactive dashboards using Tableau
- Model financial and customer data to support decision-making
- Assess existing software sales models and provide insights into product bundling strategies
- Identify and reduce cannibalisation across merged sales motions
- Support the development of a new go-to-market (GTM) strategy
- Collaborate with stakeholders across sales, finance, and data teams
Key Skills:
- Proven experience in software sales modelling and financial data analysis
- Strong expertise in Tableau for dashboard development and data visualisation
- Hands-on experience working with CRM platforms, particularly Salesforce
- Experience with Databricks or similar data platforms
- Strong analytical and problem-solving skills
- Ability to translate complex data into clear, actionable insights
- Experience working on integration or transformation projects is highly desirable
Salary (Rate): undetermined
City: undetermined
Country: United Kingdom
Working Arrangements: undetermined
IR35 Status: undetermined
Seniority Level: undetermined
Industry: IT
Job Title: Software Sales Financial Data Modeller (Tableau)
Overview
We are seeking an experienced Software Sales Financial Data Modeller to support a business integration initiative. The role will focus on analysing, modelling, and optimising sales and customer data as two organisations merge. You will play a key role in shaping sales strategy, reducing overlap, and delivering actionable insights through data visualisation.
Key Responsibilities
- Analyse and review CRM customer data to identify trends, overlaps, and opportunities
- Develop and deliver interactive dashboards using Tableau
- Model financial and customer data to support decision-making
- Assess existing software sales models and provide insights into product bundling strategies
- Identify and reduce cannibalisation across merged sales motions
- Support the development of a new go-to-market (GTM) strategy
- Collaborate with stakeholders across sales, finance, and data teams
Required Skills & Experience
- Proven experience in software sales modelling and financial data analysis
- Strong expertise in Tableau for dashboard development and data visualisation
- Hands-on experience working with CRM platforms, particularly Salesforce
- Experience with Databricks or similar data platforms
- Strong analytical and problem-solving skills
- Ability to translate complex data into clear, actionable insights
- Experience working on integration or transformation projects is highly desirable
Key Highlights
- Produce a dashboard in Tableau
- Must have experience with Databricks and Salesforce