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Descripción De La Posición

Responsibility

  • Monitoring of agent queues and generate performance reports to identify performance trends

  • Collect and analyze data at regular intervals for reporting, as well as track and update any organization changes both on the client and vendor side.

  • Required to standardize mechanism for collection of historical data on call volume, shrinkage, AHT, service levels, etc., for trending, as well as automate reports to remove inefficiencies.

  • Monitor agents' adherence to schedule and prepare team roster in advance to ensure operational efficiency.

  • Prepare dashboards to be used for weekly, monthly, quarterly governance meetings
    prepare WBR/MBR/QBR (weekly, monthly and quarterly business review) information, be the "source of truth" for the project sales targets and actual results, overall and by segment, product, team and individual level. 

  • Prepare dashboards and trackers to facilitate activities and results control by team leads and operations manager.

  • Works closely with client BI/dashboards creators to align data criteria and obtain necessary data.

  • Knowledge on Sales Force reporting and SQL/ queries/pivot tables.

Job Daily Expectations and Execution

  • Create all Salesforce Reports and Dashboards that support the analysis of the data in the operation (Accounts, Task, Activities, MQL track, Logbook, Opportunities, forecast, Quality).

  • Daily update the Reports in all client´s Tools (Trix, Looker, Logbook and Dashboards).

  • Guarantee that all information is accurate with the client´s rules and metrics.

  • Report alerts and exclusion to be aware of possibles errors in the process that involved opportunity creation and progression.

  • Create and Update Weekly and Monthly WBR - MBR and QBR to client and internally

  • Create a purpose visual report that create a faster and more clear way to daily analysis to the operation

Requisitos

Requirements:

  • Knowledge of Salesforce

  • Experience with Data Studio reporting and dashboard creation

  • Proficiency in SQL, including queries and pivot tables

  • Familiarity with AI and productivity tools such as Claude Code, Gemini, and Copilot

  • Tools: Data Studio, Dashboards and reporting tools

  • Languages: English - Mandatory / Spanish - Nice to have

Qualifications

  • Minimum of 2 years of relevant experience

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