Data Modeler

Data Modeler

Posted 1 week ago by Careerwise

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

Detailed Description From Employer:

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