Process Execution Lead - Customer Operations (OTC)

Travel: Approximately 20% throughout the projectU.S. locations: Houston, TX Detroit, MI and Nashville, TNCanada: Toronto, ONDaily Execution DashboardDesign, build, and refine a Power BI daily execution dashboard aligned to frontline needsStructure reporting around open orders and delivery driven timelinesCreate intuitive views that drive daily action, not just visibilityApply GenAI tools to accelerate dashboard development, enhance data exploration, and generate insightsContinuously enhance the dashboard based on user feedback and operational needsData Analytics & Power BI DevelopmentTransform SAP, Salesforce, and other data sources into repeatable, scalable reporting solutionsDevelop KPIs such as: OTIF (On-Time In Full) Order cycle timeBacklog aging and trendsLeverage GenAI-enabled analytics to identify trends, anomalies, and root causesEnsure reports are accurate, automated, and sustainableAI & Process ImprovementProactively identify opportunities to apply Generative AI and automation to: Reduce manual input and reportingImprove speed and accuracy of order entry and delivery managementGenerate insights on order delays, backlog, and trendsDevelop practical, business-ready GenAI use cases within Customer OperationsSupport adoption by demonstrating real, operational impact of AI toolsSharePoint Development & Team EnablementBuild and maintain a centralized SharePoint hub for dashboards, SOPs, and reporting toolsUse automation and AI-enhanced workflows to improve usability and reduce manual effortEnsure content is structured for daily operational use and scalabilityCross-Functional CollaborationPartner with Customer Service, Sales, Pricing Operations, Supply Chain, and IT to gather requirementsTranslate operational challenges into data-driven and AI-supported solutionsSupport leadership with insights that combine analytics + AI-driven interpretationEDUCATION, EXPERIENCE AND QUALIFICATIONSBachelor's degree in Business, Analytics, Information Systems, Supply Chain, or related field 7+ years of hands-on experience in data analytics, business intelligence, or operations reportingProven experience building Power BI dashboards used for daily operational executionStrong experience working SAP, Power Platform (Power BI, Power Automate), Salesforce, Sharepoint, Mulesoft and AgentforceOrder to Cash experience is strongly preferred - demonstrated understanding of order entry, pricing, customer master data, delivery, invoicing, and other customer operations processes are criticalHands-on experience applying GenAI in a business environment to improve reporting, analysis, or workflowsProven ability to work independently and deliver end-to-end solutionsMust be able to travel within the US and Canada