• Develop sales and customer service analytics and dashboards, supporting pipeline reporting, and translating Hubspot CRM data into actionable insights. • Operate within Tidal's enterprise BI governance framework and ensure all sales and customer service metrics, KPI logic, and reporting assets follow BI-defined standards. • Serve as the sales/CSM SME for Hubspot data, define business requirements for Snowflake and DBT ingestion, and collaborate with Data Platforms to ensure sales and customer service datasets are modeled accurately. • Build and maintain Sigma dashboards for ETF sales pipeline performance, customer engagement metrics, lead conversion, and CSM activity monitoring. • Develop standardized reporting outputs for pipeline velocity, deal progression, customer health scores, and sales/CSM performance analytics. • Automate daily and weekly sales and customer service reporting using validated Snowflake datasets.