Director- Business Intelligence

We are looking for a Lead – Information Systems who can combine strong Salesforce/CRM expertise, advanced Excel skills, MIS reporting and business analytics to support data-driven decision-making.

🔹 What We’re Looking For

• Minimum 4 years of hands-on experience with CRM systems, preferably Salesforce

• Minimum 3 years of practical Salesforce experience preferred

• Advanced proficiency in Microsoft Excel, including:

Advanced formulas, Pivot Tables, Power Query, Data analysis, Automation

• Strong experience in MIS reporting, data validation, analysis and presentation of insights

• Proven experience creating and maintaining dashboards, KPI reports and management reports

• Good technical aptitude with the ability to understand business processes and convert them into effective reporting solutions

• Basic to intermediate understanding of finance and business metrics, including revenue, costs, budgeting and financial reporting concepts

• Strong analytical and problem-solving skills

• Excellent stakeholder management and communication skills

• Ability to work independently and convert data into actionable business insights

🔹 Key Responsibilities

• Manage and analyze data from Salesforce/CRM and other business systems

• Develop and maintain MIS reports, dashboards and KPI trackers

• Ensure data accuracy, validation and consistency across reports

• Analyze business data and identify trends, gaps and opportunities

• Translate business requirements into meaningful reports and dashboards

• Work closely with business and functional stakeholders to understand reporting requirements

• Support management with timely and accurate business insights and performance reports

• Identify opportunities to improve reporting processes through Excel, Power Query and automation

• Support CRM-related reporting and process improvements

🎯 Ideal Candidate

Someone who is comfortable working at the intersection of CRM + MIS + Excel + Business Analytics, and can go beyond preparing reports to explain what the data means and what action the business should take.

About the Role

We are looking for an experienced Power BI Architect to lead enterprise-wide BI initiatives. This role will be responsible for designing, implementing, and governing scalable Power BI solutions across the organization. The ideal candidate will play a key role in establishing best practices, driving adoption, and owning the overall BI architecture within the Center of Excellence (CoE).

Key Responsibilities

• Lead end-to-end implementation of Power BI solutions across the enterprise
• Design scalable, secure, and high-performance BI architecture
• Act as the Power BI Architect, providing technical leadership and direction
• Own and drive BI governance, standards, and best practices within the CoE
• Collaborate with business and technology teams to translate requirements into robust BI solutions
• Define data modeling strategies, reporting frameworks, and dashboard standards
• Ensure data accuracy, consistency, and performance optimization across reports
• Support and guide development teams in Power BI implementation
• Enable enterprise-wide adoption of Power BI through training, documentation, and mentorship
• Work closely with IT/technology teams to integrate Power BI with data platforms and enterprise systems

Required Skills & Qualifications

• 10+ years of experience in BI/Data Analytics, with strong focus on Power BI
• Proven experience in enterprise-wide Power BI implementation
• Strong expertise in:
• Power BI (Desktop, Service, Gateway, Dataflows)
• Data Modeling (Star Schema, Snowflake Schema)
• DAX, Power Query (M language)
• Experience in designing and implementing BI architecture at scale
• Strong understanding of data warehousing concepts and ETL processes
• Experience working within a Center of Excellence (CoE) model
• Excellent stakeholder management and communication skills

Preferred Skills

• Experience with Azure (Azure Synapse, Data Factory, Data Lake)
• Knowledge of DevOps practices for Power BI (CI/CD pipelines)
• Exposure to governance tools and security frameworks
• Certification in Power BI / Microsoft Data Platform

Business Intelligence Analyst - 2

Planview is the world leader in enterprise software planning for enterprise-wide deployment strategies, processes and resources. More than 4000 customers, among the world's largest and most respected companies, have successfully implemented Planview software to optimize their enterprise portfolio management, project, portfolio and resource management, business intelligence and expense tracking processes. We have had stable, organic growth for years and now need reinforcement.

Job Summary:

The Planview BI Team is seeking an experienced Business Intelligence Analyst – 2 to support, troubleshoot, optimize, and enhance business intelligence and reporting solutions built on Planview products.

This role focuses on advanced BI support across Power BI, Microsoft Fabric, SQL Server, SSAS, SSRS, OData, Dataflows, Data Pipelines, Data warehousing, and Data models. The BI Analyst – 2 will handle complex technical issues, perform advanced root-cause analysis and performance tuning, and work closely with customers and internal teams to deliver scalable BI solutions.

Key Responsibilities:

· Troubleshoot and resolve complex issues involving data accuracy, refresh failures, report behavior, connectivity, security, and performance across Power BI, SSRS, SSAS, SQL Server, OData, and Data warehousing layers.

· Perform advanced T-SQL development and performance tuning, including execution plans, indexing, query optimization, stored procedures, views, and complex queries.

· Support, develop, maintain, and optimize Power BI semantic models, DAX measures, Power Query, datasets, workspaces, gateways, refreshes, and Row-Level Security.

· Support and troubleshoot SSAS Tabular and Multidimensional models, including processing, calculations, relationships, security, and performance.

· Develop and troubleshoot advanced SSRS/paginated reports, including parameters, subreports, drill-through, expressions, pagination, subscriptions, and export formats.

· Support Microsoft Fabric solutions including Data Pipelines, Dataflows Gen2, Lakehouse/Warehouse, semantic models, and Power BI integration.

· Troubleshoot ETL/ELT processes, data pipelines, Dataflows, refresh failures, and data transformation issues across BI environments.

· Analyze and troubleshoot OData feeds, including filtering, pagination, refresh, connectivity, and large-volume data scenarios.

· Support Planview Automart, Datamart, and data warehouse implementations and ensure data consistency across source, warehouse, semantic, and reporting layers.

· Perform end-to-end root-cause analysis and performance optimization across the BI technology stack.

· Collaborate with customers, Product, Engineering, Hosting, and Support teams on complex technical issues and escalations.

· Provide technical guidance and mentoring to BI Analyst – 1 team members and contribute to BI best practices and documentation.

Required Skills & Qualifications:

·      5+ years of professional experience in Business Intelligence Development, BI Support, Data Analytics, or a related field.

·      Strong hands-on experience with Power BI, DAX, Power Query, and enterprise data modeling.

·      Advanced knowledge of SQL Server and T-SQL, including query optimization and performance tuning.

·      Strong experience with SSRS and enterprise reporting.

·      Experience with SSAS Tabular and/or Multidimensional models.

·      Experience with Microsoft Fabric, particularly Data Pipelines, Dataflows, Lakehouse/Warehouse, and Power BI.

·      Experience working with OData and enterprise data integration.

·      Strong understanding of Data Warehousing, Datamarts, Automart, ETL/ELT, and data modeling.

·      Experience troubleshooting Power BI Service, gateways, refreshes, security, and semantic models.

·      Strong analytical, troubleshooting, and root-cause analysis skills.

·      Proven ability to work directly with customers and communicate technical concepts to both technical and non-technical stakeholders.

·      Experience with tools such as DAX Studio, Tabular Editor, Performance Analyzer, Query Store, or SQL Profiler is an advantage.

• Relevant Microsoft certifications such as PL-300, DP-600, or DP-203 are an added advantage.