• Partner with business stakeholders, analysts, and engineers to assess reporting needs and develop effective data solutions. • Gather and translate business requirements into data specifications, ensuring alignment with organizational goals. • Design and develop various reporting solutions, including dashboards, scorecards, and tabular data visualizations. • Create and maintain reports using SQL Server Reporting Services (SSRS) and deploy them via Visual Studio and Report Builder. • Write, optimize, and manage SQL queries to support complex reporting requirements. • Analyze report requests to ensure they meet business needs, identifying opportunities for optimization and efficiency. • Identify and eliminate redundant or unnecessary data points in reports to enhance clarity and usability. • Validate and reconcile data discrepancies across multiple sources to maintain data integrity. • Troubleshoot and resolve issues related to reports, queries, and analytics. • Maintain a catalog of existing reports and ensure proper documentation. • Conduct complex data mining exercises, interpreting results through various analytical methods. • Provide support by resolving user-reported data and reporting issues. • Offer recommendations to management for process improvements and performance metrics. • Participate in quality assurance (QA) testing and project implementation efforts.

• Oversee the performance and development of the sales support team. • Ensure efficient management of service orders, customer issues, and team inboxes to meet service level agreements. • Track and analyze orders, coaching new employees, and resolving escalated issues. • Foster a culture of continuous improvement and professional development.

• Recommend underwriting, line/limit, and policy changes to responsibly grow approvals and usage (e.g., cutoffs, segmentation, decision logic), using internal behavior, external risk signals, and reject inference techniques. • Develop cross-product customer credit profiles by connecting external credit attributes to on-us behavior, and identify signals that generalize across products vs. are product-specific. • Drive outcomes from uncovering insights in monitoring, to recommending and executing against strategic insights. • Design, execute, and analyze experiments (A/B tests, holdouts, policy tests), turning results into strategic recommendations and roll-out plans. • Intertwine analytics with business and product strategy to craft business proposals that ultimately impact the bottom-line. • Dig into user behavior and “double-clicks” of the data to identify high-impact opportunities for product improvements or targeted outreach, including second-order impacts. • Leverage AI-powered tools and techniques to accelerate analysis, develop and validate predictive insights, and push the boundaries of what’s possible in product analytics. • Share business insights and product enhancement recommendations to senior leadership and stakeholders effectively and concisely.

• Serve as the company's subject matter expert for Zoho One and all integrated applications. • Maintain and optimize Zoho CRM, FSM, Billing, Analytics, and related Zoho products. • Configure custom modules, fields, layouts, workflows, validation rules, and permissions. • Recommend platform improvements based on evolving business needs. • Ensure system configuration follows best practices and remains scalable. • Design executive dashboards and operational reporting within Zoho Analytics. • Develop reporting frameworks that consolidate data across CRM, FSM, Billing, and other business systems. • Build self-service dashboards that allow leadership to monitor KPIs in real time. • Design meaningful metrics that support operational and strategic decision-making. • Create automated reporting schedules and KPI scorecards for business leaders. • Ensure reporting accuracy through proper data modeling and validation. • Design and maintain a centralized reporting data model. • Identify and resolve data inconsistencies across Zoho applications. • Improve overall data quality, governance, and reporting reliability. • Develop historical reporting solutions for trend analysis and forecasting. • Partner with stakeholders to define KPI definitions and reporting standards. • Develop custom workflows using Zoho Deluge scripting. • Build automation to eliminate manual processes whenever possible. • Create custom functions, scheduled workflows, and business rules. • Configure integrations between Zoho applications and third-party platforms. • Continuously identify opportunities to streamline operations through automation. • Partner with Sales, Operations, Finance, Customer Service, and Executive Leadership to understand reporting and operational needs. • Translate business requirements into scalable technical solutions. • Provide recommendations on how to improve business processes using Zoho. • Participate in cross-functional projects involving system enhancements and digital transformation initiatives. • Serve as the internal Zoho expert and primary point of contact for platform-related questions. • Train users on best practices and new system capabilities. • Develop SOPs, user guides, and documentation for Zoho processes. • Support user adoption of new features and process improvements. • Recommend improvements to business processes based on platform capabilities. • Evaluate new Zoho applications and features that may benefit the organization. • Help define the company's long-term reporting and business intelligence strategy. • Collaborate with leadership to prioritize future system enhancements. • Ensure the Zoho ecosystem supports organizational growth and scalability.