Global Payments Inc.

Portfolio Performance Analyst

Global Payments Inc.

full-time

Posted on:

Location Type: Office

Location: Leicester • 🇬🇧 United Kingdom

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Job Level

Mid-LevelSenior

Tech Stack

SQLTableau

About the role

  • Be accountable for the accurate, timely, and insightful production of monthly and quarterly performance reporting focused on the existing customer portfolio, including Customer Success metrics (Customer Retention Rate, Churn Rate, Net Revenue Retention - NRR), revenue and volume performance trends, and Customer Lifetime Value (CLTV); produce executive summaries and Board-level reports.
  • Build, produce, and maintain a single, consistent view of customer attrition and retention across all relevant portfolios, ensuring accurate reporting on merchant volume and revenue impact.
  • Develop and manage dashboards and scorecards (e.g., Consumer Duty scorecard, Portfolio Performance Scorecards) to provide visibility into KPIs and ensure consistent reporting.
  • Proactively analyse customer behaviour data (transaction patterns, support interactions, product usage) to identify leading indicators of churn and upsell/cross-sell opportunities.
  • Support creation and refinement of customer contact datasets for targeted campaigns, leveraging predictive models and measure/report on success and impact.
  • Perform detailed customer segmentation, cohort analysis, and other analytical techniques to understand performance drivers and identify distinct customer groups.
  • Provide value-adding commentary and strategic insights on all MI and dashboards, translating data into compelling narratives with actionable recommendations.
  • Ensure strong attention to detail and data accuracy for reports used for external partner governance, regulatory reporting requirements, and internal calculations like sales commissions.
  • Independently extract, transform, and analyse relevant data from CRM and data warehousing systems to produce user-friendly reports and dashboards with performance-driving commentary and KPIs.
  • Collaborate and communicate with Customer Success Managers, Retention Specialists, Marketing, Product teams, and senior leadership to empower them with data-driven insight and direction.
  • Drive the adoption and consistent use of standardised portfolio reporting tools and methodologies and continuously seek opportunities to automate reporting processes.

Requirements

  • Minimum of 3+ years of experience in a Business Analyst, Data Analyst, or similar analytical role, with significant experience in analysing existing customer portfolios and performance trends.
  • Proven experience in creating meaningful, clear, and insightful dashboards and reports using MI/BI tools such as Google Data Studio, PowerBI, Tableau, or similar.
  • Strong ability to manipulate, query, and analyse large quantities of complex data using tools like Google Sheets (advanced), Excel (advanced), and ideally SQL or other data querying languages.
  • Experience with, or understanding of, statistical analysis concepts and predictive modelling, particularly as applied to customer behaviour and churn prediction.
  • Excellent communication skills (written, oral, and presentation) with the ability to translate complex data and analysis for technical and non-technical audiences.
  • Strong interpersonal skills with the ability to collaborate effectively and influence stakeholders at various levels.
  • Highly numerate with strong analytical and problem-solving skills.
  • Self-motivated, high-performing, and goal-oriented with the ability to work effectively under tight timescales and prioritise multiple tasks.
  • Ability to innovate, streamline, and automate reporting processes to improve efficiency.
  • Graduate or actively studying towards a relevant degree or professional qualification in a quantitative field (Business Information Systems, Mathematics, Statistics, Finance, Data Science, Economics) or equivalent demonstrable experience.
Benefits
  • Global Payments Inc. is an equal opportunity employer
  • Accommodations: If you wish to request reasonable accommodations related to applying for employment contact jobs@globalpay.com

Applicant Tracking System Keywords

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

Hard skills
data analysiscustomer segmentationcohort analysispredictive modelingstatistical analysisdashboard creationreportingdata manipulationdata queryingKPI analysis
Soft skills
communication skillsinterpersonal skillsanalytical skillsproblem-solving skillsself-motivatedgoal-orientedcollaborationinfluenceattention to detailtime management
Certifications
degree in Business Information Systemsdegree in Mathematicsdegree in Statisticsdegree in Financedegree in Data Sciencedegree in Economics