Business intelligence and Operations Manager

# Business Intelligence & Operations Manager – KPI Dashboards / JobNimbus CRM We are an established roofing/construction company looking for a highly analytical **Business Intelligence & Operations Manager** to help us build a much stronger data-driven operating system for our business. Our immediate objective is to create a **clean, simple executive dashboard that gives ownership a clear picture of what is happening throughout the company.** We currently use **JobNimbus as our primary CRM.** Prior JobNimbus experience is NOT required. There are not a large number of people with deep JobNimbus experience, so we are more interested in finding someone who is excellent at: * Business intelligence * KPI development * Dashboard creation * CRM data analysis * Data visualization * Business operations * Process improvement * Learning unfamiliar software and data structures We can help you understand where information lives inside JobNimbus. We need you to help us determine how to organize that information and turn it into useful management intelligence. ## The Goal We do not want a dashboard filled with numbers simply because the numbers are available. We want to build an **executive operating dashboard that allows ownership to understand the health of the business in a few minutes and quickly identify where attention is required.** The dashboard should be extremely clean, easy to understand, and designed around decision-making. We want to be able to answer questions such as: **Sales** * How many leads are coming in? * Where are they coming from? * What percentage are converting? * What is our close rate? * What is our close rate by salesperson? * What is our average job size? * What is our sales volume by week/month/quarter? * Which lead sources are producing our best customers? * How long does it take a lead to move through the sales process? **Production** * How much work is currently sold but not completed? * How long are jobs sitting in each stage? * How quickly are jobs moving from contract to production? * Which jobs are stalled? * What is our current backlog? * How much work are we completing each week/month? * Are there bottlenecks in our production process? **Financial** * Revenue * Gross profit * Gross margin * Average contract value * Accounts receivable * Outstanding customer balances * Cash collected * Jobs completed but not fully collected * Profitability by job, salesperson, project type, or other useful categories **Operations** * Permit status * Scheduling status * Job cycle times * Tasks that are overdue * Jobs stuck in specific stages * Employee/team performance * Workload by department * Operational bottlenecks * Exceptions requiring management attention These are examples. Part of your responsibility will be helping us determine **which numbers actually matter.** ## What We Need From You Initially, we want you to: 1. Learn our business model and workflow. 2. Understand how we currently use JobNimbus. 3. Identify the data available inside the CRM and other systems. 4. Help define the KPIs ownership should be monitoring. 5. Determine the best way to extract, organize, and present that information. 6. Build clean, professional dashboards that are easy for management to understand. 7. Automate the reporting wherever reasonably possible. 8. Validate the underlying data so we know the dashboard can be trusted. 9. Identify gaps in our current data collection. 10. Recommend changes to our CRM processes when better data collection is necessary. ## Dashboard Philosophy We strongly prefer **simple and useful over complicated and impressive.** The finished dashboard should make it immediately obvious: * What is going well * What is going wrong * What is changing * What requires attention * Where money is being made or lost * Where jobs are getting stuck * Where management should investigate further We want somebody who understands that executives should not have to study 40 charts to understand their company. Ideally, we would have a high-level executive dashboard with the ability to drill deeper into individual departments or metrics when necessary. ## Technical Experience Experience with some combination of the following would be valuable: * Business Intelligence * Power BI * Looker Studio * Tableau * Microsoft Excel * Google Sheets * SQL * REST APIs * CRM systems * Data extraction * Data modeling * Data visualization * Dashboard development * Workflow automation * Zapier / Make / similar automation platforms You do NOT need experience with every tool listed above. We care more about your ability to solve the problem than the specific software you use. ## JobNimbus Previous JobNimbus experience is a bonus but **not a requirement**. We are willing to help you learn where information is located within JobNimbus. What we do expect is that you are capable of learning a new CRM, understanding its data structure, researching its reporting/API capabilities, and determining how to get the information required to build our dashboards. If JobNimbus cannot accomplish everything natively, we want someone capable of recommending and implementing the appropriate reporting architecture outside of the CRM. ## Long-Term Opportunity This position could become much larger than a dashboard-building project. Once we have reliable information about the company, we would like the right person to increasingly help us **analyze and operate the business.** That could include: * Weekly KPI reviews * Identifying operational bottlenecks * Department accountability * Forecasting * Capacity planning * Process development * Workflow improvement * Management reporting * Identifying unusual trends * Investigating underperforming metrics * Building accountability systems * Helping ownership determine where to focus For the right person, this could eventually develop into a **Fractional / Virtual Chief Operating Officer role.** ## Who We're Looking For We want someone who is: * Highly analytical * Extremely organized * Curious * Comfortable questioning data * Able to communicate complex information simply * Strong at visual presentation * Comfortable working directly with company ownership * Capable of independently researching unfamiliar systems * Business-minded, not just technically skilled We specifically want someone who can tell us: **"Here is what the data says, here is why I think it is happening, and here is where I recommend you investigate."** That is more valuable to us than simply building charts. ## To Apply Please answer the following questions. ### 1. Dashboard Example Send us an example of an executive or operational dashboard you personally built. Explain what decisions the owner or management team was able to make from it. ### 2. KPI Development Imagine you were hired by a roofing contractor doing several million dollars per year in revenue. What are the **10 most important metrics** you would want the owner to see every week? Please explain why you selected them. ### 3. CRM Experience Tell us about a CRM or business system you had never used before but had to learn in order to complete a project. How did you figure out where the data was located and how to extract it? ### 4. Data Quality If the owner asks for a metric but you discover the company's CRM data is incomplete or inconsistent, what would you do? ### 5. Technical Approach Tell us which tools you would be most likely to use for this project and why. We are specifically looking for thoughtful answers. **Please do not submit a generic AI-generated proposal.** We want to understand how you think about business, data, KPIs, and operations.