About this Data & Analytics Consultant role at Sercante
You are the bridge between raw data and business breakthroughs. As our Data & Analytics Consultant, you will architect the strategies that turn complex datasets into clear, actionable stories for our clients. We aren’t just looking for a dashboard builder; we need a visionary who can lead high-level discovery and implement sophisticated data models that drive real growth.
What You Bring
- Consultative Mindset: At least 5 years of experience leading client-facing analytics projects and translating "business speak" into technical requirements.
- Expert Platform Mastery: Proven success developing solutions within the Salesforce ecosystem (Data Cloud, Marketing Cloud Intelligence, Tableau, B2BMA, CRM Analytics) and beyond (Power BI, Looker).
- Strategic Data Modeling: A deep understanding of data warehousing concepts and the ability to write complex SQL to manipulate and structure data.
- Visualization Artistry: A track record of creating high-impact dashboards that don’t just show numbers, but highlight critical KPIs and trends.
- Technical Leadership: The ability to guide internal teams through complex data science propensity models and data strategy workshops.
A Day-in-the-Life
- Lead discovery sessions to uncover deep reporting needs and identify gaps in current data structures.
- Architect end-to-end analytics implementations, from initial data ingestion to final visualization.
- Translate complex data challenges into elegant, automated solutions using the latest tools in the stack.
- Empower clients and internal teams by conducting high-energy training sessions that foster data literacy.
- Develop dashboards, reports, and analytics apps in CRM Analytics and Marketing Cloud Intelligence that give clients visibility into campaign performance, pipeline health, and customer behavior
- Support data integration efforts between Salesforce and external platforms using APIs, ETL tools, and data connectors
- Collaborate with cross-functional delivery teams to ensure our data solutions are optimized and scalable.
- Champion innovation by staying ahead of the curve on new features within the Salesforce and Analytics clouds.
What Success Looks Like
- Successfully integrated into assigned client projects and are consistently hitting your billable targets.
- Master the Sercante delivery process and confidently lead analytics implementations for assigned clients.
- Successfully launch a suite of propensity models or advanced data strategies that have measurably improved ROI for multiple key accounts.
How You’ll Do It
Because how we do things matters just as much as what we do at Sercante, our Leadership Principles should act as a compass directing the everyday behavior of every teammate across the organization:
- Growth Obsessed. For our business, our clients, and ourselves.
- Business is Personal. Cultivate relationships. Make space for connection. Care about each other.
- Strategy Without Execution Is Just Dreaming. Hope is not a strategy. Vision matters—so does execution.
- Be One Team. No lone wolves. Have each other’s backs and help each other out.
- Raise The Bar. Good is the enemy of great. Better never stops. Be a Difference-Maker.
- Confusion Is a Choice. Stay curious—Seek to understand. Share context—seek to be understood.
- The Journey Matters. Meaningful work takes time. Be patient. Think: the next 90 days and the next 10 years.
- Create Client Value. Become irreplaceable.
- Lighten-Up. Humor and laughter deepen bonds.
- Tighten-Up. Focus, discipline, and rigor count.
- You Have the Ball. Be accountable. Take action. Go the distance.
- Run Towards Problems. We don’t sweep things under the rug. Symptoms signal deeper causes. Find the root.
- Have the Hard Conversation. Be direct and empathetic. Speak the truth, kindly. Feedback is a gift.
- Celebrate Results. Make recognizing greatness a habit.
- Think “We” Not “Me.” Prioritize what’s best for the business, the team, and the journey.
The Trilliad Agreement
If you want to be part of building a truly great growth company—and if you want to help cultivate a culture that is differentiated and that creates value for customers and colleagues alike—then you might be a fit for Trilliad.
Accepting that invitation means more than bringing your skills, knowledge, and experience to bear in your role. It also means working in alignment with our Leadership Principles, which guide how we show-up for each other, our customers, and the work. Because at Trilliad, how we do things matters just as much as what we do.
When you show up in this way—bringing your best and living our Leadership Principles—you can expect Trilliad to uphold its side of The Trilliad Agreement: a workplace in which we grow, connect, and thrive.
A workplace where we grow:
- You’ll stretch your skills and shape your career through work that pushes boundaries and raises the bar.
- You’ll have access to world-class training and development.
- You’ll have the clarity and tools to deliver results that matter.
A workplace where we connect:
- You’ll be guided by leaders who are worth following.
- You’ll build relationships that go beyond the job.
- You’ll be invited to offer thoughtful feedback, and when you do your voice will be heard.
A workplace where we thrive:
- Great results will be recognized and celebrated.
- You’ll work in an environment with teammates who have your back.
- You’ll receive competitive pay and benefits that recognize your impact and support you inside and outside of work.
About Trilliad
Trilliad, a market-leading Growth Services Provider (GSP), solves challenges and drives results for Growth Leaders across Sales, Marketing and Customer Success. Trilliad’s full-service solutions deliver competitive advantage for the brands it works with by optimizing their sales and marketing strategies, processes, skills, and technology. Trilliad drives efficiency and predictability at the intersection of Sales, Marketing, and Customer Success to increase seller productivity, lower cost per lead, decrease cost per sale, accelerate time to close, and drive customer lifetime value.
At Trilliad, culture is our backbone. It shapes how we think, behave, and treat one another, and it defines how our clients, partners, and communities experience us. Every company has a culture, and at Trilliad, we make ours intentional—anchored in our Leadership Principles. These principles guide every decision and interaction: putting the company first, obsessing over growth, remembering that business is personal, and ensuring strategy turns into execution. We succeed by being one team, striving for greatness, speaking the truth, and holding ourselves accountable. We lighten up with humor, stay patient and disciplined, run towards problems, celebrate results, and never accept confusion as an option. This is the culture you step into at Trilliad—purposeful, lived, and continually developed.
