About Smith & Howard:

Founded over half a century ago, on the guiding vision of Jim Howard and Joe Smith, Smith + Howard has grown into a family of companies serving clients across the globe through our tax, accounting and advisory solutions. The company has been dedicated to empowering businesses and individuals to achieve their financial goals through their personal and responsive client service. Smith + Howard is proud to have helped countless entrepreneurs find success and build thriving businesses. At Smith + Howard’s integrated Indian hub in Bengaluru, Smith + Howard Advisory LLC, is focused on ushering in the next wave of innovation in the accounting industry. If you’re eager to work on challenging projects in the global audit, tax and accounting space, this is your chance to join a truly remarkable team.

Reporting and Data Analytics Specialist – Go-To-Market (GTM) Team

Location: India (Bangalore)

Experience: 3–6 years

Department: Marketing (Go-To-Market Team)

Role Overview:

The Reporting and Data Analytics Specialist will play a critical role in collecting, analyzing, and visualizing data to optimize marketing, sales, and revenue growth strategies. This role will involve whitespace analysis, cross-sales reporting, and revenue tracking to identify key business opportunities. The specialist will work closely with the marketing, sales, and finance teams to support data-driven initiatives and performance reporting.

Key Responsibilities:

Data Collection & Reporting:

• Gather and process data from CRM, marketing automation tools, and sales platforms (e.g., Salesforce, HubSpot).
• Build and maintain marketing, sales, and revenue performance dashboards using Power BI, Tableau, or Excel.
• Ensure data accuracy and integrity while automating reporting processes for efficiency.
• Develop weekly, monthly, and quarterly reports on GTM performance and business growth.

Cross-Sales and White Space Analysis:

• Conduct white space analysis to identify untapped opportunities within existing client accounts.
• Analyze customer purchase behaviors to uncover cross-selling and upselling opportunities.
• Develop cross-sales performance reports to measure the success of client expansion strategies.
• Collaborate with sales and marketing teams to implement data-driven cross-selling initiatives.

Marketing, Sales and Revenue Analysis:

• Analyze marketing campaign performance, including lead generation, customer engagement, and ROI.
• Monitor sales pipeline, conversion rates, and revenue trends to optimize sales strategies.
• Support the forecasting and budgeting process by analyzing historical trends and market conditions.
• Conduct competitive benchmarking to provide insights on industry trends and positioning.

Reporting & Dashboard Development:

• Design and maintain real-time dashboards and reports for key stakeholders.
• Utilize Power BI, Tableau, Google Data Studio, or Excel for data visualization.
• Ensure data accuracy and integrity across marketing and sales platforms.

Performance Tracking & KPI Management:

• Define and monitor KPIs for lead generation, client engagement, and revenue growth.
• Track marketing ROI, campaign effectiveness, and audience engagement metrics.
• Develop reports for weekly, monthly, and quarterly business reviews.

Qualifications & Skills:

• 3–6 years of experience in reporting, business intelligence, or marketing analytics.
• Proficiency in Power BI, Tableau, Google Data Studio, and Excel for data visualization.
• Knowledge of Google Analytics, Salesforce, HubSpot, and marketing automation tools.
• Understanding of marketing performance metrics, sales tracking, and revenue forecasting.
• Strong analytical skills with the ability to interpret complex data and generate insights.
• Excellent communication skills to present findings to stakeholders.

Preferred Skills (Bonus):

• Experience in predictive analytics and machine learning models for marketing and sales insights.
• Familiarity with A/B testing and growth analytics.

Why Join Us ?

• Be a part of a data-driven GTM team driving strategic business growth.
• Work with advanced analytics tools to drive business insights.
• Enjoy a great work environment with opportunities for career growth.