Lean Layer

The role focuses on transforming Salesforce and BI data into high-quality, board-grade presentations and narratives for PE sponsors and C-suite executives. It involves owning the analytics layer of client engagements and building reusable reporting templates for portfolio companies.

The role involves owning and maintaining the data infrastructure for revenue analytics, which includes designing and managing data warehouse structures, performance, and access controls. Key tasks also cover building and maintaining ETL/ELT pipelines from various revenue systems and structuring warehouse schemas to support analytics and reporting.

The primary responsibilities involve owning the analytics and visualization layer by designing and maintaining semantic layers, reporting models in BI tools like Looker or Tableau, and defining standardized metrics. This role also includes designing, building, and optimizing executive and operational dashboards for revenue teams, ensuring consistency and performance.