Business Reporting Analyst - CCSB

Job Description Summary This role supports the CCSB Sales organization through recurring reporting, Excel-based analysis, commission support, new business and renewal reporting, Salesforce data maintenance, and operational reporting coordination. The incumbent is responsible for maintaining accurate sales reporting files, supporting commission and production reporting, preparing recurring new business and renewal reports, validating data, and ensuring reporting tools and templates remain accurate and up to date.

This position requires strong Excel skills, attention to detail, and the ability to organize, reconcile, and maintain recurring reporting processes. The role also supports Salesforce data integrity, reporting, dashboards, and user support as needed to improve sales reporting accuracy and operational efficiency.

Duties And Responsibilities Reporting and File Maintenance Maintain and update recurring CCSB sales reporting files, including the all-sales file and related tracking documents.

Prepare, validate, and distribute recurring new business, renewal, production, and sales activity reports.

Support commission reporting processes, including compiling data, validating calculations, researching discrepancies, and preparing files for review.

Reconcile sales, renewal, and commission data across source files, Salesforce, and other reporting tools.

Use Excel to organize, clean, compare, summarize, and validate sales data.

Build and maintain Excel templates, formulas, pivot tables, lookup logic, and summary files used for recurring CCSB reporting.

Track reporting deadlines and ensure recurring files are updated accurately and timely.

Identify data gaps, inconsistencies, or process issues and work with Sales leadership or internal teams to resolve them.

Maintain reporting documentation, process notes, templates, and standard operating procedures.

Data Reporting & Analytics Partner with Sales leadership and cross-functional teams to support reporting needs and operational objectives.

Identify, analyze, and interpret trends or patterns in sales and operational data and summarize results for stakeholders.

Create, maintain, and distribute recurring sales and operational reports.

Assist with tracking key performance indicators (KPIs), sales metrics, renewal activity, new business activity, and business trends.

Audit and validate data to ensure consistency and reliability in reporting.

Assist with report testing, troubleshooting, and user support.

Develop presentations, reports, and supporting materials for leadership and stakeholders.

Salesforce Reporting and Data Support Provide day-to-day Salesforce reporting and data support for users across the Sales organization.

Support creation and maintenance of Salesforce reports, dashboards, fields, and related reporting tools.

Maintain Salesforce data accuracy standards as they relate to CCSB reporting, commissions, new business, renewals, and sales activity tracking.

Troubleshoot Salesforce reporting or data issues and coordinate resolution with internal teams or external partners as needed.

Assist with user access, profiles, permissions, and data integrity standards as needed.

Assist with testing and implementation of Salesforce updates, enhancements, and integrated technologies that impact reporting or sales operations.

Develop user guides, training materials, and process documentation related to Salesforce reporting and data entry expectations.

Process Improvement Assist with implementation of technology solutions and operational initiatives that support CCSB reporting and sales operations.

Participate in project meetings and collaborate with operations, sales, reporting, and technology teams.

Document and maintain business processes, procedures, and workflow changes.

Identify and recommend opportunities to improve efficiency, reporting accuracy, and business processes.

Support automation efforts that improve team productivity and reduce manual processes.

Research system capabilities and recommend solutions aligned with business objectives.

Create templates, training resources, and reference materials as needed.

Other Utilize all capabilities to satisfy one mission — to…