Salesforce Reporting Specialist

Client Usage Reports:

• Supporting the collation of client usage reports and responses to client queries relating to finance and/or usage
• Checking reports to ensure that calls and transcriptions are charged with the correct date, charge, tiering, and package
• Support on putting together Quarterly Business Review related documents and gathering data (working alongside the BI team)

Data input and maintenance:

• Monitoring data capture for project codes and leadership contacts on Intranet pages
• Collaborating with departments to ensure accurate and timely information is gathered
• Supporting Consulting teams in identifying accurate client information, including contact details
• Creation of financial reports for meetings using data visualisation

Finance:

• Collaborating with Finance to ensure client invoice totals match the exact number of calls conducted
• Responding to ad hoc invoice-related queries from clients
• Coordination of pricing changes
• Product and content reporting
• Creating reports for internal leadership to measure usage across call types, products and usage levels

Salesforce:

• Salesforce data cleansing and maintenance
• Creating order forms and logging of...