Ideals
Tech / AI / Software
SeniorPerformanceInsightsSpecialist
Neural analysis suggests this role is
optimal for Senior candidates.
“Senior Performance Insights Specialist at Ideals. Skills: BI, Analytics, Performance reporting, Data analysis, SQL, Excel/Google Sheets. Build and operationalize KPI tracking across key business functions. Design and maintain performance-tracking logic”
What You'll Achieve.
Create clear performance visibility for the business; Make performance data reliable, actionable, and easy to use; Improve systems that do not yet fully exist
Industry & Context.
Analytical thinking; Critical thinking; Ability to spot issues; Challenge assumptions; Go beyond surface-level insights; Troubleshoot data quality issues; Solve complex problems
What They're Looking For.
Must Have
Upper-Intermediate English or higher, Senior-level experience in BI, analytics, performance reporting, or a similar data-focused function, Advanced Excel / Google Sheets skills, including complex formulas, pivot tables, dashboards, and structured reporting, Solid SQL skills and experience querying databases such as BigQuery or other similar systems, Experience building automated data workflows, scheduled reports, or scripted data pipelines (e.g., SQL-based pipelines in BigQuery, Google Apps Script, or similar tooling), analytical and critical thinking skills, with the ability to spot issues, challenge assumptions, and go beyond surface-level insights, Excellent attention to detail and a high bar for accuracy and quality, Good understanding of KPIs, business metrics, and how performance should be measured across different functions, Ability to work independently in an ambiguous environment and build processes from scratch, Curiosity, learnability, and motivation to go deep into a complex topic over time, Comfortable working with stakeholders to gather requirements, understand context, and refine measurement logic
Nice to Have
Experience in SaaS, tech, or fintech environments, Experience using AI tools in analytical work and validating AI-supported outputs, Familiarity with data governance, privacy, or performance measurement best practices across different business functions
What You'll Do.
Build and operationalize KPI tracking across key business functions
Design and maintain performance-tracking logic
Validate data quality
Build scorecards and dashboards
Ensure KPIs are measured consistently and accurately
Create and improve scorecards
and reporting views in Google Sheets and other available tools
Work with large and complex datasets
Translate business measurement needs into structured logic
reporting requirements
and scalable tracking solutions
Continuously improve how KPIs are tracked
and interpreted across the organization
Use analytical thinking and sound judgment to identify trends
and opportunities in performance data
Apply AI tools thoughtfully to improve workflows and outputs
while validating quality and minimizing risk
How You'll Work.
Team & Collaboration
Work closely with business stakeholders; Partner with technical teams; Collaborate with stakeholders, BI, data, and technical teams on data sourcing, querying, and integration topics; Partner with stakeholders across departments to understand metrics, performance drivers, and reporting expectations
Full Job Description
GET TO KNOW US Ideals is a global B2B SaaS product company recognized as the most highly rated and customer-centric brand https://www.g2.com/categories/virtual-data-room?tab=highest_rated in the secure business collaboration market. Trusted by over 2,000,000 users from 300,000 companies globally, we help people run high-stakes processes and make important decisions with less stress, higher quality, and shorter hours. Ideals Virtual Data Room (VDR) https://www.idealsvdr.com/: Secure document sharing and collaboration for due diligence, fundraising, corporate reporting, licensing, clinical trials, and other complex transactions. Ideals Board https://idealsboard.com/: Board and leadership collaboration platform for faster, safer, and more compliant decision-making. THE ROLE We are looking for a Senior Performance Insights Specialist to help us build and operationalize KPI tracking across key business functions. This is a great opportunity for someone who enjoys turning complexity into structure, working deeply with data, and creating clear performance visibility for the business. In this role, you will help design and maintain performance-tracking logic, validate data quality, build scorecards and dashboards, and ensure KPIs are measured consistently and accurately. You will work closely with business stakeholders and partner with technical teams to make performance data reliable, actionable, and easy to use. This role is a strong fit for someone with a BI/analytics background who enjoys solving complex problems, digging into details, and improving systems that do not yet fully exist. WHAT YOU WILL DO - Own the performance measurement infrastructure at Ideals for the long term and become the company's foremost expert on how business performance is measured, tracked, and improved - Create and improve scorecards, dashboards, and reporting views in Google Sheets and other available tools - Work with large and complex datasets, validate calculations, identify inconsistenci
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