Lead CRM Reporting and Analytics Analyst

AI & Analytics | GPS Client Excellence
Same job available in 3 locations

Alexandria, Virginia, United States

Richmond, Virginia, United States

Rosslyn, Virginia, United States

Position Summary

GPS Jupiter Pipeline Lead

The GPS Jupiter Pipeline Lead ensures the GPS opportunity pipeline is reflected in Deloitte’s Customer Relationship Management (CRM) system (Jupiter) in a complete, timely and accurate manner, provides reporting/analysis of pipeline performance to GPS leaders across the GPS Practice, and updates the pipeline to reflect contract awards.

The GPS Jupiter Pipeline Lead is responsible for working with GPS Executive and Sector Leadership; National, Industry, FSS, and Regional Super Users/Information Managers; and a variety of other stakeholder organizations, such as the Finance, to advance the use of Jupiter as a business management and reporting tool. He/she will serve as the Pipeline Lead for assigned GPS stakeholders, providing support to leaders in the entry, update, quality review, and close-out of opportunities in Jupiter in accordance with GPS Practice policies and procedures.  This individual will maintain and refine core GPS Jupiter reporting capabilities; develop reports and dashboards with specific attributes related to metrics and report constructs relevant to the overall GPS Practice; and work with various stakeholder organizations to validate metrics necessary to support this reporting capability.  This position supports the development of GPS Jupiter policies and procedures and manages the development of GPS training.

Responsibilities

  • entries and updates in compliance with GPS guidance
    • administration process for assigned Sectors and assist with the entry, update and close-out of Jupiter records
    • Provide pipeline insights and recommendations to Sector leaders, and participate in leadership meetings, as requested
    • Distribute a standard set of exception reports to Sector leaders to promote timely, accurate, and compliant updates to Jupiter records
    • Serve as the process lead for communicating and clearing Jupiter data quality exceptions in coordination with Sector Jupiter points of contact
  • Synchronize Jupiter updates with the Contract and Finance efforts
    • Work in collaboration with Contracts and Finance to ensure that wins are booked in a timely and accurate manner, and that all associated GPS Sold Unfunded opportunities are accurately reflected in all systems
  • Provide key management reports, dashboards, and analyses to support effective practice development strategy and management decisions
    • Prepare reports, dashboards, and analyses of the open pipeline, and the win/loss outcomes on both a weekly and periodic basis
    • Contribute to the design and development of new pipeline reports, dashboards, analyses, dashboards and predictive analytics to meet the ever-evolving need for improved performance information
    • Maintain the Jupiter reporting archives
    • Address ad hoc analysis requests from leaders and stakeholders

·       Provide Jupiter guidance to the GPS Practice and assigned Sectors

    • Administer Jupiter for the GPS Practice and assigned Sectors
    • Serve as a Jupiter subject matter expert, providing guidance and training to Sector leaders, Client Relationship Executives (CREs), Client Account Managers (CAMs), and other Account Points of Contact (POCs)
    • Maintain GPS Jupiter guidance documents
    • Deliver Jupiter training for the GPS Jupiter user community
    • Coordinate with USI support colleagues on a weekly basis for business warehouse job runs and other support services
    • Contribute to process improvements, projects, and initiatives as assigned
  • Manage process improvements initiatives, as assigned
  • Perform essential Salesforce local administration responsibilities for all objects (e.g., reports, contacts, opportunities, campaigns, leads, chatter, accounts, tags, and cross objects), such as:
    • All aspects of user and license management including new user setup/deactivation, roles, profiles, permissions, public groups
    • Support and help resolve tickets
    • Identify and gather requirements from users and stakeholders
    • Salesforce configuration changes, including (but not limited to): Workflow, Process Builder, fields, page layouts, record types, custom settings, dashboards and reports
    • Monitor user adoption
    • User training and creating training materials
    • Ability to load data using ETL tools like Dataloader or Workbench

Position-Specific Required Skills

·       4-year college degree, preferably in a government or public Sector, or some analytics related discipline

·       5+ years of experience in reporting and analytics

·       5+ years of experience working within the GPS sector

·       3+ years of experience as a Salesforce local administrator

·       Professional customer service manner and ability to interact with all levels of management and leadership

·       Experience with CRM processes and systems

·       Experience documenting processes and procedures, to include understanding contract award documents

·       Excellent written and verbal communication skills

·       Demonstrated ability to multi-task and manage competing high priority demands

·       Proficiency with Microsoft SharePoint, Word, and PowerPoint

Preferred Qualifications

·       Detail-oriented with excellent follow-through skills

·       Team-oriented

·       Experience working independently and comfort working with remote colleagues

·       Strong relationship building/relationship management skills

·       Ability to work in a fast-paced, high-volume, and often ambiguous/fast-changing matrix environment

Logistics

Rosslyn, VA office preferred; other Deloitte office locations or remote considered.  Minimal travel required.

Our people and culture

Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about our inclusive culture.

Professional development

From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.


As used in this posting, "Deloitte" means Deloitte Services LP, a subsidiary of Deloitte LLP. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Requisition code: 131298

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