Caseware

Data and Reporting Analyst

Caseware

full-time

Posted on:

Location Type: Remote

Location: Colombia

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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
Benefits
  • ¨Contrato a termino Indefinido¨ with all the legal benefits
  • Prepaid Medicine
  • Life insurance and funeral assistance
  • Internet allowance
  • Home office stipend
  • Competitive compensation — above the market average
  • 100% remote work environment and an excellent work-life balance
  • Opportunity to work for a growing global SaaS leader company
  • A culture that promotes independence, innovation, trust, and accountability
  • Open space to be creative, innovative and strategize for the future
  • Mentorship by highly experienced professional
  • Budget for training, we want you to grow
  • 5 Personal Time Off days per year
  • Sick Leave Top up to total 100% of salary paid by the employer from Day 3 to 90.
  • Recognition Award, additional paid time off in recognition of the corresponding year of service
  • Upgrade vacation starting at 5 years of service
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 thinkingproblem-solvingattention to detailcommunicationcollaborationorganizational skillscritical thinkingadaptabilitydata interpretation