Planning & Reporting Manager
$120,000–$140,000 year
On-siteStamford, Connecticut, United States
Job Summary
Develop and maintain comprehensive dashboards and reports in Salesforce to track KPIs across Commercial Operations, ensuring standardized templates for consistency. Lead the development of operational and financial forecasts by collaborating with Sales, Finance, and Operations teams to support scenario planning. Serve as the central point of contact for reporting needs, communicating complex data insights to non-technical stakeholders. Identify inefficiencies in data collection and CRM workflows, implementing solutions to streamline processes and integrate reporting tools with ERP and BI systems. Own the Salesforce commercial data model, enforcing data standards and translating business workflows into Salesforce processes.
Required Qualifications
- Bachelor's degree in Business Analytics, Data Science, Finance, or related field
- 7+ years in reporting, analytics, or financial planning roles
- Proven ability to design and manage end-to-end reporting systems and strategic planning processes
- Experience as a Salesforce business owner or power user in a commercial environment
- Track record of defining CRM data models, driving adoption, and enforcing data governance standards
- Strong familiarity with waste management, logistics, or service-based industries
- Experience translating business requirements into CRM platform enhancements and workflows
Desired Qualifications
- Advanced proficiency in Excel, financial modeling, and pivot tables
- Hands-on experience with SQL for querying large datasets
- Familiarity with ERP systems and their integration with analytics tools
- Knowledge of statistical analysis and predictive modeling techniques
- Strong understanding of Salesforce objects, relationships, and reporting
- Knowledge of SFDC data governance, field-level security, and sharing models
- Understanding of CRM adoption strategies and change management
- Master's degree (preferred)
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