Senior Process and Reporting Specialist - IGEN

POSITION SUMMARY

The Senior Process and Reporting Specialist is responsible for designing, implementing, and optimizing business processes and workflows across all functional areas — including Product Development, Engineering, Sales, Marketing, Client Success, Onboarding and Support. This role ensures operational efficiency, data integrity, and actionable insights through robust reporting frameworks and scalable processes that support organizational growth. The ideal candidate is highly analytical, detail-oriented, and skilled in cross-functional collaboration, thriving in a fast-paced software or technology environment.

This position is critical to ensuring operational excellence, enabling scalability, and providing leadership with the insights needed to make informed decisions. The Senior Process and Reporting Specialist supports growth and continuous improvement across all business functions.

This position is located onsite in Appleton, WI.

JOB RESPONSIBILITIES

Process Management & Optimization

• Analyze, develop, document, and maintain standardized processes across all departments to ensure consistency, scalability, and alignment with business objectives.
• Identify gaps, inefficiencies, and automation opportunities; implement sustainable, repeatable, and measurable improvements using Lean, Six Sigma, or similar methodologies.
• Partner with functional leaders to align processes with organizational goals.
• Monitor adherence to established processes and provide training and workshops to promote process adoption and data literacy.

Reporting & Data Stewardship

• Ownership of defining data requirements for reports and ensuring that reports directly support business decisions and functional needs.
• Design, build, and maintain dashboards and reporting tools for all functional areas.
• Consolidate data from multiple sources into unified reporting structures.
• Alignment of process/reporting initiatives with organizational goals, OKRs, and performance management frameworks.
• Deliver actionable insights and recommendations to leadership through regular performance reports, ad-hoc analysis, and strategic planning.
• Ensure data accuracy, integrity, and consistency across systems, adhering to internal and external standards.

Cross-Functional Collaboration

• Act as a liaison between technical teams and business stakeholders to translate requirements into scalable, practical solutions.
• Support strategic initiatives and revenue operations by aligning reporting and forecasting processes with company goals.
• Facilitate adoption of tools and best practices for workflow automation and reporting.

Additional Responsibilities

• Live our values of High Performance, Caring Relationships, Strategic Foresight, and Entrepreneurial Spirit
• Find A Better Way by championing continuous improvement and quality control efforts to identify opportunities to innovate and improve efficiency, accuracy, and standardization
• Continuously learn and develop self professionally
• Support corporate efforts for safety, government compliance, and all other company policies & procedures
• Perform other related duties as required and assigned

Key Competencies

• Analytical thinking and problem-solving.
• Process-oriented mindset with attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong interpersonal, collaboration, and stakeholder management skills.
• Strong change management skills including engagement, communication and training.

QUALIFICATIONS

Required:

• Bachelor’s degree in Business Administration, Operations Management, Data Analytics, or related field.
• 5+ years of experience in process improvement, business operations, or reporting roles within a software, SaaS, or technology environment.
• Strong proficiency in BI tools (Power BI, Tableau) and advanced Excel skills.
• Experience with automation tools, CRM systems and workflow platforms
• Knowledge of Lean/Six Sigma principles and project management methodologies.
• Advanced Excel and SQL knowledge.
• Excellent analytical, problem-solving, communication, and stakeholder management skills.

DIVISION:

IGEN

U.S. Venture requires that a team member have and maintain authorization to work in the country in which the role is based. In general, U.S. Venture does not sponsor candidates for nonimmigrant visas or permanent residency unless based on business need. 

U.S. Venture will not accept unsolicited resumes from recruiters or employment agencies.