BI Program Manager

Western Asset Management Pasadena , CA 91101

Posted 2 months ago


As the Tableau BI Program Manager at Western Asset, you will be the key point of contact for our users including stakeholders from the trading desk, operational, and technology areas in addition to overseeing dedicated tableau developers. The role requires someone who is high-energy, driven, user-focused and aware of the needs for each unique stakeholder group. This position is responsible for the ongoing development and management of a Tableau reporting portfolio as well as driving internal customer adoption by focusing on customer success and building user champions within functional areas of the business.


  • Drive strategic direction of Tableau BI Program, including management of dedicated group of Tableau developers and creating impactful analytics on behalf of the enterprise.

  • Coordinate with business users to identify and prioritize reporting needs and the capability to deliver through Tableau; provide technical subject matter expertise in report requirements discussions

  • Promote adoption of Tableau to new and current users by showing the benefits of Tableau to each engaged stakeholder group

  • Develop and manage sanctioned data sources on behalf of business users and enterprise reporting

  • Oversee the user onboarding process to the Tableau platform

  • Teach business users the mechanics of using Tableau Desktop, Tableau Server, and prepping their data for visual analytics

  • Deliver Tableau training to business users as required and address ongoing functionality questions

  • Share and define best practices for Tableau performance and building visualizations within Western Asset

  • Actively manage developed content and help to improve them based on delivery experience and iterative insights

  • Monitor and evaluate BI program's effectiveness, success and ROI

  • Assist in the mentoring of users and dedicated developers as the BI program matures

  • Support users when issues arise that require a technical understanding of Tableau performance and functionality

  • Work with the Tableau community within Western Asset to problem solve and facilitate additional ways of using Tableau dashboards to improve workflow and efficiencies

Technical Qualifications

  • 8-10+ years of technical software project/program management with a focus on business intelligence and data management.

  • In-depth knowledge and use of Tableau products with a solid knowledge of the Business Intelligence organizational concepts and data visualization best practices

  • A Bachelor's degree is required with a technical or business focus preferred (e.g. Information Systems, Computer Science, Business Management)

  • General knowledge of databases, data warehouses, ETL, data management, and reporting practices

  • Knowledge of Oracle and/or SQL Server in addition to modern data platforms including in-memory databases

  • Excellent communication and leadership skills

  • Ability to plan, multi-task and manage time effectively

  • Track record in designing and executing successful reporting and adoption programs

  • Ideal candidate is Tableau certified; PMP or Certified Scrum Master a plus.

  • Knowledge of advanced analytics including machine learning a plus.

  • Knowledge of capital markets and/or fixed income a plus


Minimum BSc degree in Electrical Engineering/Computer Science, Computer Science, Mathematics, Financial Engineering or other related field.

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BI Program Manager

Western Asset Management