Job Description

The Role:

Reporting & Dashboard Development

Design, build, and maintain reports and dashboards within Salesforce and Tableau. Optimize reporting processes through automation and best practices. Maintain and improve existing reporting workflows to ensure consistency and efficiency.

Data Integrity & Governance

Ensure data accuracy and consistency across Salesforce and integrated systems. Identify and resolve data inconsistencies, working closely with relevant teams to improve data governance.

Data Analysis & Insights

Analyse complex datasets to deliver actionable insights that support KPIs, financial metrics, and client-specific requirements. Present data-driven findings through clear, compelling reports and visualisations tools, inc Tableau, tailored to diverse audiences. Troubleshoot reporting issues and conduct data quality checks regularly.

Stakeholder Collaboration

Collaborate with Salesforce Admins and Developers to implement reporting-related changes and enhancements Translate business needs into technical reporting specifications.

Training & Documentation

Provide support and training to employees in interpreting and using reports effectively. Develop clear documentation and user guides for reporting tools and dashboards.

The Person:

Proven experience in a Salesforce reporting or data analysis role, with deep knowledge of Salesforce reporting capabilities Strong proficiency in building and maintaining Salesforce reports and dashboards Solid understanding of Salesforce data architecture, including objects, fields, and relationships Previous experience in a reporting or analytics role within a law firm or professional services environment is highly desirable Proficient in data visualization and reporting tools such as Excel, SQL, Power BI, Tableau, or similar platforms Strong analytical and problem-solving skills with the ability to interpret large and complex datasets High attention to detail and a strong commitment to data integrity and accuracy Ability to translate data into meaningful insights and present findings clearly to both technical and non-technical stakeholders

Company Core Values:

Aspire:

To challenge convention, an entrepreneur with energy for change. To be the best that we can be

Integrate:

Bring together people and systems into a cohesive force

Innovate:

To creatively evolve our working practices, use our revenue and resources in a virtuous cycle of improving our people, systems and growth *

Commit:

To delivering excellent client experience and working with integrity, investing in long term relationships, creating a strong market position and delivering sustained commercial advantage