CRM Reporting Associate

Job description

Company Overview Hilco Global, a subsidiary of ORIX Corporation USA, is a diversified financial services company that delivers integrated professional services and capital solutions that help clients maximize value and drive performance across the retail, commercial and industrial, real estate, manufacturing, brand and intellectual property sectors, and more. Hilco Global provides a range of customized solutions to healthy, stressed, and distressed companies to resolve complex situations and enhance long-term enterprise value. Hilco Global works to deliver the best possible result by aligning interests with clients and providing strategic advice and, in many instances, the capital required to complete the deal. Hilco Global is based in Northbrook, Illinois and has more than 850 professionals operating on four continents. Visit www.hilcoglobal.com. Position Overview Hilco Global is the world’s preeminent authority on maximizing asset value for both healthy and distressed companies. We provide a comprehensive range of financial services that leverage a unique blend of deep restructuring and advisory experience, combined with capital solutions and principal investing through our merchant banking capabilities. Hilco Global’s unrivaled track record has been hard-earned by serving as a trusted advisor, agent, investor and/or principal in transactions of all sizes and scopes for many of the world’s largest, most innovative and best-known companies. In each engagement, we work side-by-side with clients to deliver the best possible outcome by aligning interests and providing strategic insight, advice, and access to the capital required to complete the deal. Hilco Global has 800+ professionals who are positioned across five continents. Our growing team has an open role for an Associate, CRM Reporting, to join the CRM and Corporate Intelligence team. The Associate, CRM Reporting, will report directly to the Senior Director, CRM & Corporate Intelligence. This is a senior individual-contributor role that leads enterprise analytics workstreams through influence but has no direct reports. The position involves planning, developing, and executing essential operational functions within CRM platforms such as Salesforce for both divisions of Hilco Global (HG Professional Services and HG Capital Solutions and each of their specialty practices. The individual must effectively work on a range of assignments in a fast-paced, highly collaborative team environment, under the overall responsibility of the global company’s Chief Marketing Officer - Head of Global Business Development Operations. Importantly, the job will require active engagement with the Senior Director of Brand Marketing and Communications, the Senior Director of CRM & Corporate Intelligence, the Associate Director of CRM, various associates, and analysts across departments and divisions as necessary. This position combines data analytics and thoughtful analysis of the CRM and adjacent data to provide business-building industry insights. The role will tap into Hilco Global's overall data strategy, which includes the Data Lake, Salesforce, Workday, and many other syndicated data sources to promote business development and drive Hilco's enterprise growth. Responsibilities Deliver enterprise CRM reporting and executive insights. Own recurring weekly, monthly, and quarterly reporting packages and Power BI dashboards, ensuring accurate results, timely delivery, and consistent KPI definitions. Perform ad hoc commercial analyses and translate findings into concise executive narratives with clear risks, opportunities, and recommended actions. Strengthen pipeline intelligence and forecasting. Analyze pipeline health by practice, stage, owner, deal team, and originator, including conversion rates, sales-cycle length, average deal size, and win rates. Produce revenue outlooks from current engagements, weighted pipeline, recurring business, and historical conversion; reconcile forecasts to actuals and explain material variances. Measure business development and marketing effectiveness. Develop ROI and attribution analyses for firms, contacts, business developers, events, meetings, referrals, and originated revenue. Build practical contact- and event-value scoring frameworks and document attribution rules, assumptions, and limitations. Integrate and govern commercial data. Combine Salesforce, Workday, enterprise data-platform, and external-source data; perform reconciliation, quality checks, and documentation of business rules, definitions, and lineage. Automate repeatable data preparation and reporting workflows using Power BI, Power Query/DAX, SQL, AI, Excel, and other approved tools. Transform data into decision support and corporate intelligence. Develop company, account, and relationship insights; support predictive and AI-assisted analytics with validation, source traceability, and appropriate human review. Lead assigned analytics workstreams from requirements through testing and rollout, coordinate stakeholders, and provide informal guidance to analysts as needed. Qualifications Bachelor's degree in Business Analytics, Finance, Economics, Statistics, Information Systems, Computer Science, or a related field; equivalent relevant experience will be considered. Three or more years of progressive experience in CRM analytics, business intelligence, revenue or sales operations, financial analysis, or commercial reporting. Advanced Power BI capability, including dashboard development, data modeling, Power Query, and DAX. Strong SQL, Excel, and PowerPoint skills, including multi-source data reconciliation and executive-ready analysis. Hands-on experience with Salesforce reporting and data, plus exposure to an ERP, finance system, data warehouse, or enterprise data platform; Workday is preferred. Experience automating recurring reporting workflows and maintaining documented datasets, business rules, and quality controls. Applied experience with pipeline, forec