SDO Business Analyst

The SDO Business Analyst supports the Sales Delivery Office by collecting, organizing, and analyzing business data to inform reporting, pipeline visibility, and operational decision-making. This is an entry-level role well-suited for a detail-oriented professional with strong Excel skills and a genuine interest in building analytical expertise within a growth-oriented environment. Familiarity with Power BI, Power Automate, or Salesforce is a plus and will be developed further in this role.

Essential Duties and Responsibilities:

Data Management & Reporting:

·       Build and maintain Excel-based trackers, dashboards, and reporting templates for Sales Delivery Office operations.

·       Clean, organize, and validate datasets to ensure accuracy and consistency across internal reports.

·       Prepare recurring and ad hoc reports for sales, operations, and executive stakeholders.

Business Intelligence Support:

·       Assist in building and maintaining Power BI dashboards and visualizations (preferred).

·       Support data refresh processes and flag anomalies or reporting discrepancies.

·       Collaborate with the Director of Commercial Analytics to evolve reporting standards.

Systems & Platform Familiarity:

·       Pull and organize data from Salesforce to support pipeline reporting, backlog analysis, and performance tracking.

·       Support workflow automation tasks using Microsoft Power Automate as directed (preferred).

Data Integrity & Documentation:

·       Maintain accurate, version-controlled files across shared drives and internal systems.

·       Document data sources, definitions, and report logic to support team continuity.

·       Present findings clearly to non-technical stakeholders through structured summaries and visuals.

Qualifications:

·       Proficiency in Microsoft Excel required — pivot tables, VLOOKUP/XLOOKUP, data cleaning, conditional formatting.

·       Familiarity with Power BI a plus; willingness to develop proficiency expected.

·       Exposure to Power Automate and/or Salesforce data pulls a plus.

·       Strong attention to detail; comfortable working with large or complex datasets.

·       Clear communicator with the ability to present data to non-technical audiences.

·       Bachelor's degree in business, analytics, information systems, or related field preferred.