Rick Jackson
Director of Business Intelligence & Analytics | Bridging Data, Systems, and Strategy to Optimize GTM Performance | Power BI • CRM • Forecasting
- Role
- Director, Business Intelligence and Analytics Leader - Global Sales Operations at WTW
- Location
- Taos, NM, US
- LinkedIn followers
- 500 followers
About Rick Jackson
I help organizations bridge the gap between data, systems, and strategy. With over a decade in Operations and Business Intelligence, I’ve led teams that turn complex data ecosystems into clear, actionable insights that drive growth, performance, and smarter decisions.At WTW, I lead a high-performing team of analysts and partner across technology, sales, finance, and marketing to connect CRMs, data lakes, and forecasting tools — transforming fragmented data into unified analytics that leaders can trust.My aim is to make data work for the people that drive business results. I thrive at the intersection of data architecture and business strategy, building analytics frameworks that uncover performance trends, guide better decisions, and help teams understand what truly drives success.Core strengths include:Data Strategy · Business Intelligence (Microsoft Fabric, Power BI, SQL Server) · Analytics Architecture · Revenue & Sales Analytics · Data Governance · AI & Machine Learning Collaboration · KPI & Metrics Development · CRM Systems (Microsoft Dynamics, Salesforce) · GTM Operations · Strategic & Business Planning · Change Management · Process Optimization · Cross-functional Leadership · Executive Reporting / QBRs · Data Storytelling
Experience
Director, Business Intelligence and Analytics Leader - Global Sales Operations
Apr 2024 — Present · Taos, NM, US
Leader within the Center of Excellence for Sales Tools & Analytics. Key partner to Business Ops, Regional & Business Leaders, and cross-functional teams in Technology, Finance, Marketing, and HR. Together, we\'re defining operational and data strategy — forging new reporting ecosystems, CRM frameworks, and data insights to drive enterprise-level business growth.
Education
University of Central Florida - College of Business Administration
Bachelor of Science (BS)
Fort Myers High School
International Baccalaureate Diploma
Skills
- Client Development
- Analytics
- Project Management
- Team Leadership
- Sales
- Pension Administration
- Database Administration
- Microsoft Excel
- Sql
- Visual Basic for Applications (Vba)
- Microsoft Access
- Sharepoint
- Autocad
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