Strategic Reporting Manager

CallTek
Summary
Join our team as a Strategic Reporting Manager and lead our reporting operations and data team. This senior-level role is crucial for driving data-informed decision-making. You will lead cross-functional data initiatives, maintain executive dashboards, and ensure the accuracy and strategic value of all business intelligence reporting. This position requires a proactive leader with strong communication, deep technical expertise, and the ability to manage data and people effectively. You will be responsible for executive reporting, cross-departmental collaboration, performance dashboards, data integrity, and team management. The ideal candidate will have extensive experience in data leadership and proven success in managing data teams and presenting to executive leadership.
Requirements
- Minimum of 5 years in a data leadership or reporting management role
- Proven experience managing data teams and presenting to executive leadership
- Advanced Power BI skills including DAX, modeling, and dashboard design
- Strong SQL capabilities including joins, stored procedures, and query optimization
- Proficiency in Excel including Power Query, pivot tables, and advanced formulas
- Background in performance analytics, KPI reporting, and dashboard implementation
- Experience setting up and managing data governance frameworks
- Must have experience leading a team of 5 or more data professionals
- Must demonstrate the ability to translate data into actionable recommendations
- Must possess strong Power BI visualization and structured report development skills
- Must be confident in identifying reporting gaps and proposing process improvements
- Strong attention to detail with a proactive approach to identifying inconsistencies
- Clear and confident communicator who can simplify technical data for executive teams
- Highly organized and able to manage competing priorities under pressure
- Professional, assertive, and collaborative leadership style
- Solution-oriented and anticipates reporting needs before they arise
- Open to direct feedback and comfortable providing it in return
Responsibilities
- Prepare weekly, monthly, and quarterly reporting packages for senior executives
- Deliver real-time data updates and insights that support timely business decisions
- Design dashboards using Power BI and Excel that align with company KPIs and strategic goals
- Translate complex data into clear, actionable summaries for leadership
- Act as the primary liaison between the Data Team and departments such as Sales Operations, Leads, and Strategic Marketing
- Lead twice-weekly alignment meetings to ensure reporting needs and timelines are met
- Understand operational nuances and marketing performance to support strategic planning
- Establish data governance protocols that promote consistency across all agency reports
- Build and manage dashboards to monitor KPIs and team metrics
- Deliver timely and relevant ad hoc reports based on leadership requests
- Automate data refresh processes and ensure seamless data distribution
- Maintain high standards of clarity, accuracy, and visual effectiveness across reports
- Conduct regular audits to verify the accuracy and completeness of all reports
- Address discrepancies and reporting errors before they reach executive review Implement documentation protocols for version control and data compliance
- Create and enforce data quality standards and monitoring systems
- Directly manage a data team of 5 to 10 analysts and specialists
- Collaborate regularly with director-level stakeholders and C-suite executives
- Work closely with the Sales Operations, Strategic Marketing, and Leads teams
Preferred Qualifications
- Experience managing remote teams and using tools such as Slack and Asana
- Familiarity with people analytics, sales dashboards, or cross-functional data projects
- Understanding of data compliance and privacy regulations
- Experience with advanced analytics using Python, R, or other scripting tools
- Background in high-growth or fast-paced agency environments
Benefits
WFH