Caseware

Data and Reporting Analyst

Caseware

full-time

Posted on:

Location Type: Remote

Location: Romania

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Tech Stack

Tableau

About the role

  • Perform quality assurance on Tableau dashboards and reports used for Sales Ops and RevOps decision-making
  • Validate that Tableau outputs accurately reflect Salesforce pipeline, opportunity, account, and activity data
  • Document QA findings, validation logic, and recurring data issues to improve reporting standards and processes
  • Ensure reports align with defined sales processes, GTM rules, and RevOps metrics (e.g., pipeline stages, bookings, attribution)
  • Identify discrepancies between Salesforce records and Tableau reporting, and determine root cause (report logic vs. CRM data quality)
  • Partner with Sales Ops, RevOps, Analytics, and BI teams to resolve reporting and data issues
  • Perform data reconciliation using Salesforce exports, Tableau data sources, and Excel
  • Break down complex sales reporting issues into smaller, testable components to isolate errors
  • Support the ongoing accuracy of pipeline reviews, forecasting, attainment tracking, and performance dashboards

Requirements

  • Comfort working with Tableau, particularly reading, validating, and interpreting dashboards and metrics
  • Working knowledge of Salesforce (CRM), including core sales objects such as Leads, Accounts, Opportunities, and Activities
  • Strong Excel skills, including VLOOKUP/XLOOKUP, IF statements, COUNTIF, SUMIFS, filtering, pivoting, and working with large datasets
  • Strong analytical and abstract thinking skills, especially in understanding how sales processes translate into data
  • Ability to work with large and complex datasets and identify inconsistencies or anomalies
  • Foundational understanding of SaaS sales models, including pipeline, bookings, ARR, renewals, upsell, and churn
  • Strong sense of accountability and ownership over data accuracy and reporting integrity
  • Ability to work independently while seeking guidance and prioritizing work based on business needs
  • Willingness to challenge data that appears incorrect and investigate beyond surface-level explanations
  • Comfort supporting forecasting, pipeline hygiene, and GTM performance analysis through accurate reporting
  • Clear communicator who can explain data issues to both technical and business stakeholders
  • Nice to Have (Not Required): Exposure to Sales Operations, Revenue Operations, or Business Analytics roles; Familiarity with sales forecasting concepts or pipeline management.
Benefits
  • Innovation is at our core. We work with cutting-edge technology in accounting and financial reporting, constantly pushing the boundaries to create impactful software solutions.
  • We are committed to a collaborative culture, where your ideas are valued, and knowledge sharing is encouraged within a supportive, inclusive team.
  • Work-life balance is important to us. We offer flexible work options, remote opportunities, and generous time-off policies to ensure a healthy work-life balance.
  • We offer competitive compensation, including a competitive salary and comprehensive benefits such as health insurance and retirement plans.
  • We are driven by impactful work. Your contributions directly affect how our clients manage financial processes and drive their success.
  • Recognition and rewards matter to us. We celebrate hard work through recognition programs, performance bonuses, and opportunities for career growth.
  • We embrace global opportunities. Work on international projects and collaborate with a diverse, global team.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
TableauSalesforceExcelVLOOKUPXLOOKUPIF statementsCOUNTIFSUMIFSdata reconciliationdata validation
Soft Skills
analytical skillsabstract thinkingaccountabilityownershipindependenceprioritizationcommunicationproblem-solvingattention to detailcollaboration