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Head of Go-to-Market Reporting Transformation

2 months ago

Miami, United States Segrera Associates Full time

Position Overview

Segrera Associates is seeking a Senior Director of Sales Reporting Automation to lead the transformation of our reporting processes. This role is crucial in enhancing our data management capabilities through automation, primarily utilizing tools such as PowerBI and Excel, alongside advanced AI technologies.

Key Responsibilities

  • Drive the development and implementation of innovative automation strategies that align with our business objectives.
  • Analyze current reporting processes to identify inefficiencies and opportunities for automation.
  • Oversee the design and deployment of scalable automation solutions, ensuring they integrate seamlessly with our existing systems.
  • Lead and mentor a team of reporting automation specialists, fostering a culture of continuous improvement.
  • Collaborate with various departments, including IT, Business Operations, and Marketing, to identify automation opportunities that support business needs.
  • Maintain compliance with security policies and best practices while managing vendor relationships for automation tools.
  • Develop and maintain dashboards to monitor the effectiveness of automation initiatives, presenting insights to senior leadership.

Automation Strategy Development

  • Formulate comprehensive strategies for reporting automation that align with organizational goals.
  • Identify and prioritize automation opportunities across reporting processes.

Performance Analysis

  • Create dashboards to track sales activities and present analytical insights to stakeholders.
  • Recommend process improvements based on data analysis.

Process Optimization

  • Evaluate existing reporting and IT processes to uncover inefficiencies.
  • Guide the optimization of workflows to enhance efficiency and reduce errors.

Automation Solutions Management

  • Supervise the development of automation solutions using appropriate technologies.
  • Ensure solutions are secure, maintainable, and scalable.
  • Provide support and professional development for team members.

Integration Oversight

  • Manage the integration of automation tools with existing IT infrastructure.
  • Ensure effective monitoring and logging of automation solutions.

Continuous Improvement

  • Regularly assess the performance of automated processes and implement enhancements.

Documentation and Training

  • Ensure thorough documentation of automation workflows and best practices.
  • Provide training for staff on automation tools and techniques.

Security and Compliance

  • Ensure automation solutions adhere to security policies and regulatory standards.

Vendor Management

  • Evaluate and select automation tools, managing vendor relationships effectively.

Qualifications

  • 10+ years of experience in a similar leadership role, focusing on reporting and automation.
  • Advanced knowledge of cloud data platforms and ETL tools.
  • Strong understanding of machine learning and data warehousing.
  • Proficient in data visualization and automation best practices.