Business Analyst Deal Excellence Reporting

Position Overview

The Business Analyst supports the Deal Excellence team by managing reporting infrastructure, dashboards, and data analytics to provide visibility into deal pipeline, performance metrics, and organizational learning.

Key Responsibilities

Reporting & Dashboards

· Administer GamePlan reports with quality assurance and accuracy checks

· Develop, maintain, and update management dashboards (pipeline forecasts, win/loss tracking, risk indicators)

· Create GLT (Global Leadership Team) summaries and executive -level reporting

· Automate reporting processes to improve efficiency and reduce manual effort

Data Management & Analysis

· Organize and maintain reporting standards and data definitions

· Ensure data integrity across deal tracking systems

· Analyze deal performance metrics to identify trends and insights

· Support lessons learned documentation with data -driven analysis

· Analysze deal data projection for status and target assessment

Process Optimization

· Identify opportunities for reporting automation and optimization

· Develop standardized templates and reporting artifacts

· Maintain reporting documentation and user guides

· Support continuous improvement initiatives for Deal Excellence processes

Business Knowledge Management

· Store big deal results and prepare for reuse in bid library

· Capture lessons learned and trigger process changes based on data insights

· Support win/loss analysis with quantitative data and pattern recognition

Required Qualifications

Essential Experience

· 3 -5 years in business analysis, sales operations, or data analytics roles

· Experience with enterprise reporting tools and dashboard development

· Familiarity with sales processes and deal management workflows

· Background in IT services or technology sector preferred

Technical Skills

· Proficiency in: Microsoft Excel (advanced), SharePoint – Office Tools

· Experience with CRM data extraction (Salesforce) and analysis

· Basic database functionality knowledge for data queries and manipulation

· Dashboard design and data visualization expertise (Excel, PowerPoint, VBA, PowerBI)

· Understanding of automation tools (CoPilot, AI tools and features)

Analytical Skills

· Strong attention to detail and data accuracy

· General business understanding of Sales Projects and key information

· Ability to translate business requirements into reporting solutions

· Pattern recognition and trend analysis capabilities

· Process -oriented mindset with focus on standardization

Communication Skills

· Clear documentation and reporting skills

· Ability to present data insights to non -technical audiences

· Responsive to stakeholder feedback and reporting requests

Success Criteria

· Accurate and timely reporting delivery (weekly GamePlan, pipeline forecasts)

· Reduction in manual reporting effort through automation

· High user satisfaction with dashboard usability and insights

· Complete and accessible lessons learned documentation

· Proactive identification of data quality issues and trends

Reporting Structure

Reports to: Deal Excellence Lead