Manager, Business Intelligence

Key Responsibilities 

BI Dashboard Development & Reporting 

• Design, develop, and maintain interactive dashboards and reports in Power BI, ensuring alignment with business needs and analytical requirements. 
• Create repeatable templates and design patterns to accelerate the development of additional dashboards, dimensions, and data views. 
• Develop visualization tools that bring together financial, sales, customer activity, and operational metrics. 
• Create documentation and facilitate training to enable end-users to self-serve with newly developed tools. 

Data Engineering, Manipulation & Analysis 

• Extract, transform, and analyze large datasets from various sources using Power Query, PowerPivot, DAX, Macros, VBA), SQL 
• Partner with central Data Engineering team to automate data pipelines to ensure accuracy and scalability. 
• Partner with data teams to source, clean, and integrate data from CRM, Finance, Customer Success platforms, and data warehouses. 
• Ensure data consistency and integrity across multiple reporting systems and dashboards. 

Advanced Business Intelligence & Automation 

• Continuously build expertise in the latest Power BI capabilities and techniques, evaluating new features for opportunities to improve dashboard performance, design, and depth of analysis. 
• Learn and leverage BI and analytics capabilities within adjacent platforms (e.g., Snowflake) to complement, extend and potentially replace Power BI solutions. 
• Explore and apply AI/LLM technologies to surface BI analysis and visualizations in “headless” mode directly within AI assistants and the workflow systems where the business already works. 
• Enhance self-service capabilities by helping end-users to use AI to extract insights directly from dashboards without requiring deep PowerBI expertise. 

Team Leadership & Mentorship 

• Lead, mentor, and develop a team of BI analysts across time zones, providing day-to-day guidance, technical direction, and prioritization support. 
• Architect and review dashboard and analytical solutions developed by the team, ensuring quality, scalability, and alignment with business needs. 
• Manage and triage a portfolio of analytics requests and initiatives in parallel, driving progress and communicating status clearly to stakeholders. 
• Foster a culture of continuous improvement, best practices, and innovation in BI development. 

Cross-Functional Collaboration & Insights Development 

• Partner closely with Customer Success, Sales, Finance, and Operations teams to understand requirements and deliver data-driven insights that drive customer retention, expansion, and satisfaction. 
• Present findings and recommendations to VP+ leadership, translating complex data into clear, actionable insights. 
• Support ad-hoc analysis requests and deep dives into customer performance, risk factors, and upsell opportunities. 

Qualifications & Skills 

Required 

• 8+ years of experience in business intelligence and data visualization, preferably in a SaaS. 
• Strong business acumen with an understanding of SaaS business models and customer success metrics.  
• Deep expertise in Power BI is required to apply; other BI and advanced analytics experience is a plus. 
• Extensive experience with Excel, including PivotTables, Power Query, DAX, Macros, and VBA. 
• Proficiency in SQL for querying and analyzing large datasets (at minimum, sufficient to support Power BI dashboard development). 
• Familiarity with Salesforce data model and cloud-based data platforms (Snowflake, BigQuery, Redshift). 
• Experience with project management tools (e.g., Jira) and version control tools (e.g., Git) 
• Proven track record of driving analytics and BI initiatives end to end, from requirements through delivery. 
• Proven ability to work closely with business stakeholders to understand, scope, and translate requirements into actionable BI solutions. 
• Demonstrated ability to triage and drive progress across multiple initiatives in parallel. 
• Comfort with ambiguity and ability to iterate quickly and enhance designs over time. 
• Experience presenting findings and recommendations to VP+ audiences. 

Preferred 

• Experience leading, leveraging, and mentoring a team 
• Familiarity with Python, other data analytics languages and AI technologies 
• Experience with ETL processes, data warehousing, and data pipeline automation