Migrate customer data from legacy source systems and documents into the Altvia CRM platform.
Design and implement data visualizations in the Altvia product suite and implement dashboards and reports that drive insights.
Manage data warehouse strategies and assist in AI-related activation strategies.
Document functional and technical requirements for clients' platform usage.
Perform data migrations: extract client data from Excel, Salesforce, DealCloud, or Affinity, conduct Source to Target analysis, map fields, write queries and transform data using tools like Databricks, XL-Connector, or KingswaySoft, and upload into the Altiva AIM solution.
Work closely with customers, product managers, marketers, sales, engineers and senior leadership to define metrics and create a self-service reporting environment.
Recommend improvements, support upgrades, contribute to analytics roadmap, and document and roll out reporting and dashboards to customers.
Assist with quality assurance of data and reports and provide training and support to customers and internal users.
Requirements
1+ years in Business Intelligence role.
Ideally 1+ years where your primary responsibility is creating self-service content within an Enterprise BI tool such as Looker, Oracle Analytics, Tableau, SiSense, YellowFin, MicroStrategy, Jasper Reports, Cognos or Excel.
Ability to communicate technical concepts clearly and concisely to both technical and nontechnical audiences.
Ability to create Functional & Technical requirement specification documents.
Analytical, problem-structuring, and problem-solving skills.
Dashboard development with a keen eye for design and data organization.
Ability to interact with customers, gathering requirements and turning them into meaningful reports.
ETL experience with tools such as Kingsway Soft, Visual Studio.
Ability to train and communicate to customers and internal users on reports and dashboard product offerings.
Knowledge of excel, including pivot tables, lookups, etc.
Ability to assist with quality assurance of data and reports.
Strong writing skills to author customer facing documentation and knowledge articles.
Experience with time tracking and preferably in a Project Management tool like Wrike.
Preferred: Knowledge of basic database and data warehouse concepts and query syntax, SQL expertise.
Benefits
Competitive compensation package including 100% paid coverage for the employee for Medical, Vision, Dental, Life, and Disability benefits and employer contributions toward dependent coverage for Medical, Vision and Dental for dependents.
Flexible time off + 14 paid holidays!
Time off for volunteer work.
Donation matching.
Great company culture and office that includes regular team and company social events, volunteering in community, company lunches, professional development, and much, much more!
401(k) with employer matching immediately vested after the waiting period.
Dog-friendly office environment.
Professional development stipend.
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.