At a Glance
- Tasks: Lead Salesforce reporting and forecasting to enhance global sales operations.
- Company: Dynamic fintech company with a focus on innovation and collaboration.
- Benefits: 12-month contract with competitive pay and opportunities for professional growth.
- Other info: Join a fast-paced environment with potential for career advancement in the fintech sector.
- Why this job: Make an impact by driving reporting automation and insights for global sales teams.
- Qualifications: Strong Salesforce reporting experience and advanced Excel skills required.
The predicted salary is between 63000 - 77000 £ per year.
We are seeking an experienced Salesforce Reporting & Forecasting Lead to support a global sales organisation by building and enhancing reporting capabilities across sales operations, forecasting, invoicing, and portfolio management. This role will be responsible for creating trusted reporting solutions, developing executive-level dashboards, and driving reporting automation through modern AI and analytics tools.
Key Responsibilities
- Design and maintain Salesforce reporting solutions across the full sales lifecycle, from prospecting through termination.
- Build Director and VP-level dashboards providing actionable insights into sales portfolio performance.
- Develop forecasting models, incentive spend analysis, and financial reporting.
- Create automated reporting processes using AI tools such as Microsoft Copilot, Claude, or Python-based automation.
- Partner with global stakeholders across Sales, Product, Marketing, and Operations teams.
- Maintain reporting accuracy and support audit, regulatory, and control requirements.
- Analyse large multi-source datasets to deliver meaningful business intelligence.
- Develop and enhance Tableau dashboards and reporting solutions.
- Support portfolio reporting across regions, account types, jurisdictions, and business functions.
Required Skills
- Strong Salesforce reporting and analytics experience.
- Advanced Excel skills including financial modelling and forecasting.
- Experience with Tableau or similar BI / data visualisation platforms.
- Experience working with large, complex datasets from multiple sources.
- Proven ability to manage multiple reporting cycles simultaneously.
- Experience delivering reporting for executive stakeholders.
- Hands-on experience using AI tools to improve reporting efficiency.
- Strong stakeholder management and communication skills.
Nice to Have
- Snowflake or other modern data warehouse platforms.
- Financial Services, Payments, Banking, FinTech, or other regulated industry experience.
- Python scripting and reporting automation.
- Experience supporting global or multi-regional teams.
Preferred Industry Background
Candidates from the following sectors will be highly desirable: Payments, Card Networks, Merchant Services. Candidates with recent experience working for card payment networks, merchant acquirers, payment processors, or leading fintech payment organisations such as Visa, Mastercard, American Express, Discover, Worldpay, Fiserv, FIS, Global Payments, Stripe, Adyen, and PayPal will be strongly preferred.
Salesforce Reporting Lead in London employer: GCS
As a Social Media & Community Manager at our company, you'll thrive in a dynamic and supportive work environment that values creativity and innovation. We offer comprehensive benefits, opportunities for professional development, and a culture that encourages collaboration and open communication. Located in a vibrant area, our team enjoys a unique blend of work-life balance and community engagement, making it an excellent place to grow your career while making a meaningful impact.
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We think you need these skills to ace Salesforce Reporting Lead in London
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