Data Modeler

Job Title: Software Sales Financial Data Modeller (Tableau)

Overview

We are seeking an experienced Software Sales Financial Data Modeller to support a business integration initiative. The role will focus on analysing, modelling, and optimising sales and customer data as two organisations merge. You will play a key role in shaping sales strategy, reducing overlap, and delivering actionable insights through data visualisation.

Key Responsibilities

• Analyse and review CRM customer data to identify trends, overlaps, and opportunities
• Develop and deliver interactive dashboards using Tableau
• Model financial and customer data to support decision-making
• Assess existing software sales models and provide insights into product bundling strategies
• Identify and reduce cannibalisation across merged sales motions
• Support the development of a new go-to-market (GTM) strategy
• Collaborate with stakeholders across sales, finance, and data teams

Required Skills & Experience

• Proven experience in software sales modelling and financial data analysis
• Strong expertise in Tableau for dashboard development and data visualisation
• Hands-on experience working with CRM platforms, particularly Salesforce
• Experience with Databricks or similar data platforms
• Strong analytical and problem-solving skills
• Ability to translate complex data into clear, actionable insights
• Experience working on integration or transformation projects is highly desirable

Key Highlights

• Produce a dashboard in Tableau
• Must have experience with Databricks and Salesforce