Business Analyst – Deal Excellence Reporting

Position Overview

The Business Analyst supports the Deal Excellence team by managing reporting infrastructure dashboards and data analytics to provide visibility into deal pipeline performance metrics and organizational learning.

Key Responsibilities

Reporting & Dashboards

Administer GamePlan reports with quality assurance and accuracy checks

Develop maintain and update management dashboards (pipeline forecasts win/loss tracking risk indicators)

Create GLT (Global Leadership Team) summaries and executive-level reporting

Automate reporting processes to improve efficiency and reduce manual effort

Data Management & Analysis

Organize and maintain reporting standards and data definitions

Ensure data integrity across deal tracking systems

Analyze deal performance metrics to identify trends and insights

Support lessons learned documentation with data-driven analysis

Analysze deal data projection for status and target assessment

Process Optimization

Identify opportunities for reporting automation and optimization

Develop standardized templates and reporting artifacts

Maintain reporting documentation and user guides

Support continuous improvement initiatives for Deal Excellence processes

Business Knowledge Management

Store big deal results and prepare for reuse in bid library

Capture lessons learned and trigger process changes based on data insights

Support win/loss analysis with quantitative data and pattern recognition

Required Qualifications

Essential Experience

3-5 years in business analysis sales operations or data analytics roles

Experience with enterprise reporting tools and dashboard development

Familiarity with sales processes and deal management workflows

Background in IT services or technology sector preferred

Technical Skills

Proficiency in: Microsoft Excel (advanced) SharePoint Office Tools

Experience with CRM data extraction (Salesforce) and analysis

Basic database functionality knowledge for data queries and manipulation

Dashboard design and data visualization expertise (Excel PowerPoint VBA PowerBI)

Understanding of automation tools (CoPilot AI tools and features)

Analytical Skills

Strong attention to detail and data accuracy

General business understanding of Sales Projects and key information

Ability to translate business requirements into reporting solutions

Pattern recognition and trend analysis capabilities

Process-oriented mindset with focus on standardization

Communication Skills

Clear documentation and reporting skills

Ability to present data insights to non-technical audiences

Responsive to stakeholder feedback and reporting requests

Success Criteria

Accurate and timely reporting delivery (weekly GamePlan pipeline forecasts)

Reduction in manual reporting effort through automation

High user satisfaction with dashboard usability and insights

Complete and accessible lessons learned documentation

Proactive identification of data quality issues and trends

Reporting Structure

Reports to: Deal Excellence Lead