Nortal

Role Description As a Senior BI Engineer, you will play a pivotal role in modernizing and streamlining our business intelligence ecosystem. You will lead the end-to-end migration, redesign, and optimization of legacy reports and dashboards into high-performing, scalable Tableau solutions. Working closely with cross-functional data teams and key business stakeholders, you will ensure data accuracy, enhance user experience, and drive seamless adoption across the organization. - Update and migrate Tableau dashboards and data sources from Redshift to Databricks connections. - Validate that migrated dashboards return consistent results and performance compared to their Redshift-based originals. - Work with the data engineering team to resolve any schema, naming, or data type differences that affect dashboard functionality. - Troubleshoot connection, refresh, and performance issues arising from the platform change. Qualifications - Bachelor's Degree in Computer Science, Engineering, or a related field. - Strong hands-on experience with Tableau Desktop, including building and maintaining data source connections. - Experience working with both Redshift and Databricks as data sources for BI tools. - Familiarity with SQL and the ability to troubleshoot query and connection issues across platforms. - Advanced English Level is required for this role, as you will work with US clients. Effective communication in English is essential to deliver the best solutions to our clients and expand your horizons. Benefits - Competitive USD salary. - 100% remote work: While you can work from anywhere, you’re always welcome to connect with teammates and grow your network at our coworking spaces across LATAM. - Paid off & national holidays: Take the time you need according to your country’s regulations while receiving your full salary. - Sick leave: Focus on your health without stress. Take the necessary time to recover and feel better. - Annual credit: Spend it on the perks you love to enhance your work-life balance. - Team-building activities: Join us for coffee breaks, tech talks, and after-work gatherings to bond with your Nortal family and feel part of our vibrant community. - Birthday off: Enjoy an extra day off during your birthday week to celebrate in style with friends and family.

• Configure Salesforce Marketing Cloud from the ground up, including Business Units, user roles, permissions, and Sender Authentication Package (SAP). • Set up and maintain core Studios and Builders, including Email Studio, Journey Builder, Automation Studio, Content Builder, and Contact Builder. • Design and implement the data model, including Data Extensions, data relationships, and the integration of customer data from banking source systems. • Establish deliverability best practices, IP warming, and domain authentication (SPF, DKIM, DMARC). • Build responsive, brand-compliant email templates and content blocks. • Configure segmentation, dynamic content, and personalization using SQL queries, AMPscript, and audience filters. • Design and deploy multi-step customer journeys, triggered sends, and automated campaigns. • Implement A/B testing, tracking, and reporting to measure and improve campaign performance. • Operate the platform jointly with the client's team, running day-to-day campaign execution and troubleshooting. • Provide guidance on subscriber management, consent, preference centers, and unsubscribe handling in line with banking regulations and data protection requirements. • Support governance around approval workflows, audit trails, and secure handling of sensitive customer data. • Deliver structured, ongoing knowledge transfer through documentation, hands-on training sessions, and playbooks. • Progressively shift operational ownership to the client's team, reducing dependency over the engagement. • Establish standards, naming conventions, and reusable assets that the client can maintain independently.

• Develop and maintain Salesforce solutions using Apex and Lightning Web Components (LWC). • Design, enhance, and support Managed Packages for AppExchange. • Customize and extend Sales Cloud and Service Cloud to meet business requirements. • Build and maintain integrations between Salesforce and external systems using Salesforce APIs. • Troubleshoot and optimize Salesforce applications, ensuring performance, scalability, and compliance with platform best practices. • Collaborate with cross-functional teams to deliver high-quality Salesforce solutions.

• Lead and Evolve the Data & AI Practice. • Help define the strategic focus areas for the Data & AI Studio. • Identify market trends, emerging technologies, and new opportunities in Data, Analytics, Automation, and AI. • Translate trends and business needs into clear service offerings, internal capabilities, and go-to-market initiatives. • Help formalize new Data & AI offerings so they can be prepared, positioned, and promoted by the Marketing and Growth teams. • Promote best practices across the organization regarding the responsible, practical, and value-driven use of Data & AI. • Support Growth, Pre-Sales, and Account Expansion. • Support Growth initiatives focused on both new logos and account expansion. • Participate in client conversations to understand business needs, pain points, and opportunities. • Present Nearsure’s Data & AI capabilities to clients and prospects in a clear, confident, and business-oriented way. • Help identify the right technical profiles, skills, and delivery teams needed for new opportunities. • Work closely with technical specialists to support proposals, solution definitions, RFP/RFI responses, and technical recommendations. • Help shape solutions that are realistic, valuable, scalable, and aligned with client goals. • Drive Internal AI Adoption. • Research and promote the use of AI within Nortal to improve internal processes and operational efficiency. • Identify opportunities to apply AI agents, automation, content generation, knowledge management, and productivity tools across the organization. • Collaborate with internal teams to design and test practical AI use cases. • Help create internal examples, playbooks, and reusable assets that accelerate AI adoption. • Stay Connected to Delivery. • Participate in billable client work as part of the role’s partial dedication. • Contribute to client projects where Data & AI expertise, discovery, advisory, solution definition, or hands-on guidance is needed. • Use real client delivery experience to continuously improve the Studio’s offerings, positioning, and internal capabilities. • Support Delivery teams when specific Data & AI expertise is required. • Support Talent, Recruiting, and Community Enablement. • Support Recruiting when hiring for Data & AI-related roles by helping define requirements, validate profiles, and assess technical fit when needed.

• Build, manage, and strengthen long-term, trust-based relationships with assigned clients. • Act as a strategic partner, understanding client needs and anticipating opportunities. • Ensure high levels of client satisfaction, retention, and overall experience. • Define and implement growth strategies for each account (upsell, cross-sell). • Proactively identify new business opportunities. • Negotiate new and existing contracts to maximize value and maintain strong partnerships. • Develop and execute strategic account plans aligned with both client objectives and company goals. • Define, maintain, and achieve revenue, forecasting, and margin targets (gross and contribution). • Report key metrics including revenue, forecast, opportunities, deals, and overall client temperature. • Manage necessary investments for client growth, evaluating ROI and operational efficiency. • Ensure contractual compliance and coordinate closely with Finance and Legal teams when needed. • Work closely with technical teams and other internal departments to ensure a seamless client experience. • Maintain a strong technical understanding of the company’s offerings to provide strategic guidance. • Actively participate in internal meetings, raising risks, improvements, and relevant initiatives. • Create internal reference guides documenting key product features and applications. • Resolve client issues or requests promptly and effectively. • Propose improvements, best practices, and innovation opportunities for client projects. • Collect and act on client feedback to improve processes, products, and services. • Utilize the CRM to track interactions, agreements, opportunities, and account details. • Maintain clear documentation of communications, contractual changes, and strategic decisions. • Ensure forecasting accuracy and update predictions regularly based on new insights.

• Design, develop, and enhance Salesforce solutions across Sales Cloud, Service Cloud, or industry-specific clouds. • Collaborate with cross-functional stakeholders to translate business needs into scalable platform capabilities. • Drive platform administration, configuration, and ongoing support activities. • Build and maintain integrations between Salesforce and external systems. • Support backlog management, prioritization, and agile delivery processes. • Identify opportunities for business process improvement and automation. • Contribute to delivery acceleration and continuous platform optimization.

• Design, build, and optimize scalable data pipelines and data platforms. • Develop and maintain data integration processes across multiple enterprise sources. • Ensure data quality, governance, and compliance with regulatory standards. • Collaborate with stakeholders to translate business needs into data solutions and use cases. • Contribute to the design and evolution of analytics architecture and data ecosystems. • Develop dashboards and reporting solutions that support business insights and decision-making. • Drive data-product thinking and enable reusable, scalable data capabilities across the organization.

• Work with senior business stakeholders to break down business problems and design analytics solutions. • Provide technical leadership to drive best practices for data modeling, ETL, and data quality. • Design and build data pipelines to enable decision-making through analytics. • Develop automated solutions to replace manual data processes. • Refine and enhance reporting data models. • Act as a champion for data quality by proactively identifying data quality issues and coordinating with system owners to resolve issues quickly. • Build relationships with senior business leaders to gather requirements and evangelize data analytics best practices.

• Provide advanced technical support and resolve complex issues (server-wide performance, custom workflows, and CMS integrations) to deliver robust, long-term solutions. • Resolve escalated technical issues by coordinating actions with cross-functional technology departments (CloudOps, Product Development, and Professional Services). • Communicate system outages and critical technical issues promptly to Project Managers (PJMs) and affected clients. • Mentor junior team members to resolve technical queries and accelerate their skill development. • Diagnose system bugs and proactively raise awareness of technical problems among all user groups.

• Curate, research, and produce high-quality content focused on economic, regional, and multilateral topics. • Edit and refine written materials to ensure clarity, accuracy, and alignment with business messaging. • Collaborate with subject matter experts to translate complex economic concepts into accessible content. • Identify relevant trends and insights to inform content strategies. • Ensure consistency and quality across all published materials. • Support the development of reports, articles, and digital content for the Forum. • Manage tight deadlines while maintaining high editorial standards.