About the role
Customer MI & Reporting Executive (FTC)
Line Manager
Power BI Developer / Head of Strategy & Analytics
Department
Strategy & Analytics
/ Commercial
Contract Type
Fixed-Term Contract (FTC)
Position Overview
The Customer MI & Reporting Executive will provide
- a nalytical and reporting support to the business, focusing on Customer Management Information (MI), Account Management reporting, and Power BI dashboard development.
- Working within the Strategy & Analytics team, the role holder will
- be responsible for
- producing,
- maintaining
- and enhancing customer and commercial reporting, supporting Account Management teams with actionable insights, and ensuring stakeholders have access to
- accurate
- and
- timely
- performance data. The role will support ongoing reporting requirements, business projects, and reporting improvement initiatives during the fixed-term contract period.
Key Duties & Responsibilities
Produce and
- maintain
- Customer MI and Account Management reporting across the business.
- Develop,
- maintain
- and enhance Power BI dashboards and reports to support commercial decision-making.
- Support Account Management teams by providing reporting, analysis and insights on customer performance,
- trends
- and opportunities.
- Ensure reporting is delivered accurately and within agreed timescales.
- Investigate and resolve reporting discrepancies, data
- issues
- and dashboard performance concerns.
- Extract,
- validate
- and analyse data from multiple internal systems and databases.
- Use SQL and other data tools to
- acquire
- and prepare data for reporting purposes.
- Perform data cleansing and validation activities to ensure data quality and reporting accuracy.
- Create meaningful visualisations and presentations that effectively communicate key business metrics to stakeholders.
- Work with business users to understand reporting requirements and recommend
- appropriate Power BI
- solutions.
- Support reporting automation and process improvement initiatives to reduce manual reporting effort.
Assist
- with ad-hoc analysis, customer reviews, account performance
- reviews
- and commercial projects as
- required .
- Document reporting processes and contribute to knowledge sharing within the team.
Key Deliverables
Delivery of
- accurate
- and
- timely
- Customer MI and Account Management reporting.
- Maintenance and enhancement of Power BI dashboards and self-service reporting tools.
- Production of customer performance analysis and executive-level reporting packs.
- Identification and resolution of reporting issues and data quality concerns.
- Delivery of actionable insights that support customer retention,
- growth
- and commercial performance.
- Reporting process improvements that increase efficiency and reduce manual effort.
- Creation of clear reporting documentation and process guides.
- Effective stakeholder support for reporting and analytical requests throughout the contract period.
Qualifications & Experience
- Experience producing management information (MI) and business performance reporting.
- Experience using Power BI to create and
- maintain
- dashboards and reports.
- Strong analytical and problem-solving skills with the ability to interpret and present data effectively.
- Experience working with large datasets and multiple data sources.
- Excellent communication skills, with the ability to explain findings to non-technical stakeholders.
- Strong attention to detail and commitment to data accuracy.
- Proficient in Microsoft Excel and other Microsoft Office applications.
Desirable
SQL querying and database experience.
Experience supporting Account Management, Commercial,
Sales
- or Customer Success functions.
- Knowledge of Power Query and DAX.
- Experience within a customer-focused reporting environment.
- Understanding of KPI development and performance measurement frameworks.
Required Knowledge, Skills & Behaviours
- Strong customer and commercial awareness.
- Ability to translate business requirements into meaningful reports and insights.
Proactive approach to
- identifying
- trends,
- risks
- and opportunities.
- Strong stakeholder management and relationship-building skills.
- Ability to work independently and manage competing priorities.
- Excellent organisational and time management skills.
- Demonstrates curiosity and a continuous improvement mindset.
- Professional,
- collaborative
- and adaptable approach to work.
- Strong attention to detail and commitment to high-quality reporting standards.
- A s this is a Fixed-Term Contract role, priorities and responsibilities may evolve in line with business requirements during the period of engagement.