Software Sales Financial Data Modeller (Tableau)

Software Sales Financial Data Modeller (Tableau)

💰 Rate: Up to £550/day (Outside IR35)

📅 Duration: 8 weeks (with potential extension)

📍 Location: Remote

This role will play a critical part in modelling financial and customer data, delivering actionable insights, and reducing revenue cannibalisation across overlapping product and customer segments.

🎯 Key Responsibilities

• Analyse and consolidate CRM data (Salesforce) across two organisations
• Design and build Tableau dashboards to visualise sales performance and customer insights
• Model software sales motions, including pricing, bundling, and segmentation strategies
• Identify and reduce customer/revenue cannibalisation risks
• Support the development of a new Go-To-Market (GTM) strategy
• Work with both financial and customer datasets to generate commercial insights
• Collaborate with data engineering teams, leveraging Databricks

🧠 Required Experience

• Strong background in software sales modelling (SaaS preferred)
• Proven expertise with Tableau (dashboarding & storytelling)
• Hands-on experience with Salesforce CRM data (analysis, extraction, APIs)
• Experience working with Databricks (including Delta Lake environments)
• Solid understanding of financial modelling in a sales context
• Experience in M&A / post-merger data integration is highly desirable
• Ability to work in fast-paced, time-constrained environments