Salesforce Reporting Lead
Salesforce Reporting & Forecasting Lead
Location: London
Contract: 12 Months
Overview
We are seeking an experienced Salesforce Reporting & Forecasting Lead to support a global sales organisation by building and enhancing reporting capabilities across sales operations, forecasting, invoicing, and portfolio management. This role will be responsible for creating trusted reporting solutions, developing executive-level dashboards, and driving reporting automation through modern AI and analytics tools.
Key Responsibilities
- Design and maintain Salesforce reporting solutions across the full sales lifecycle, from prospecting through termination.
- Build Director and VP-level dashboards providing actionable insights into sales portfolio performance.
- Develop forecasting models, incentive spend analysis, and financial reporting.
- Create automated reporting processes using AI tools such as Microsoft Copilot, Claude, or Python-based automation.
- Partner with global stakeholders across Sales, Product, Marketing, and Operations teams.
- Maintain reporting accuracy and support audit, regulatory, and control requirements.
- Analyse large multi-source datasets to deliver meaningful business intelligence.
- Develop and enhance Tableau dashboards and reporting solutions.
- Support portfolio reporting across regions, account types, jurisdictions, and business functions.
Required Skills
- Strong Salesforce reporting and analytics experience.
- Advanced Excel skills including financial modelling and forecasting.
- Experience with Tableau or similar BI / data visualisation platforms.
- Experience working with large, complex datasets from multiple sources.
- Proven ability to manage multiple reporting cycles simultaneously.
- Experience delivering reporting for executive stakeholders.
- Hands-on experience using AI tools to improve reporting efficiency.
- Strong stakeholder management and communication skills.
Nice to Have
- Snowflake or other modern data warehouse platforms.
- Financial Services, Payments, Banking, FinTech, or other regulated industry experience.
- Python scripting and reporting automation.
- Experience supporting global or multi-regional teams.
Preferred Industry Background
Candidates from the following sectors will be highly desirable:
- Payments
- Card Networks
- Merchant Services
GCS is acting as an Employment Business in relation to this vacancy.
Salesforce Reporting Lead
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