Sales Performance & Forecasting Analyst (Salesforce / Tableau) – Card Payments Industry – 12 month Contract UK

What you’ll do

Define the KPI framework.

Work with Sales, Marketing and Product Strategy leaders to establish the metrics that measure commercial performance across international markets.

Build the Director/VP portfolio view in Salesforce.

Create reporting across the client portfolio by region, client type, jurisdiction, primary and secondary functions, and issuing and acquiring exclusivity.

Own incentive forecasting.

Redesign and run the forecast and analysis of client incentive and rebate spend by team, feeding into invoicing and budgeting.

Create dashboards that leaders trust.

Join Salesforce data with finance and other sources (Excel, Snowflake) and present it in Tableau or a similar BI tool.

Automate the reporting cycle.

Use AI tools, Python and Salesforce reporting to cut manual effort across monthly and quarterly cycles.

Support audit and control.

Make sure forecasts and reports are accurate, documented and able to stand up to internal audit and regulatory testing.

What you’ll bring

A track record of building dashboards, KPI frameworks or forecasts from scratch for senior commercial stakeholders, not only running existing reports.

Strong experience using Salesforce as a reporting and data source (pipeline, accounts, opportunities), including large, multi-source datasets.

Advanced Excel and financial modelling, including forecasting.

Strong Tableau, Power BI or Looker skills.

Hands-on use of AI and automation beyond the basics, such as using Copilot, Claude or ChatGPT to build formulas, scripts or reporting workflows, or Python to automate data preparation, with examples of the time it saved.

Experience running several reporting cycles at once, to deadline.

Confidence presenting to and working with regional or global stakeholders at Director and VP level.

Highly desirable Background in payments, cards, acquiring or issuing, fintech or financial services.

Experience forecasting incentives, rebates, commissions or deal-based spend.

Snowflake, SQL or another data warehouse.

Python for data automation.