Salesforce Data Analyst / Data Governance Analyst, Team Lead

Job Summary

We are seeking a detail-oriented Salesforce Data Analyst / Data Governance Analyst with 3+ years of experience in Salesforce data management, reporting, analytics, and data governance. The ideal candidate will be responsible for ensuring data quality, consistency, integrity, and compliance across Salesforce and integrated systems while supporting business users with actionable insights and reporting.

Key Responsibilities

Salesforce Data Management

• Manage and maintain Salesforce data quality, accuracy, and consistency.

• Perform data cleansing, deduplication, enrichment, and data migration activities.

• Monitor and resolve data integrity issues across Salesforce objects.

• Create and maintain data quality dashboards and reports.

Data Governance

• Implement and support data governance standards, policies, and procedures.

• Define and maintain data definitions, business rules, and data ownership models.

• Conduct regular data quality audits and compliance reviews.

• Collaborate with business and technology teams to improve data governance practices.

Reporting & Analytics

• Develop Salesforce reports and dashboards for business users and leadership teams.

• Analyze business data trends and provide actionable insights.

• Support KPI tracking and executive reporting requirements.

• Work with stakeholders to understand data and reporting needs.

Data Integration & Support

• Support Salesforce integrations and data synchronization activities.

• Validate data during deployment and release processes.

• Assist with data mapping, transformation, and migration initiatives.

• Troubleshoot data-related issues and provide timely resolutions.

Stakeholder Collaboration

• Partner with business teams, Salesforce administrators, and developers.

• Gather reporting and analytics requirements.

Required Skills

• 3+ years of experience in Salesforce Data Analysis or Data Governance.

• Strong understanding of Salesforce Standard and Custom Objects.

• Experience with Salesforce Reports and Dashboards.

• Knowledge of Salesforce Security Model, Profiles, Permission Sets, and Sharing.

• Experience with Data Loader, Data Import Wizard, and data migration activities.

• Strong SQL and data analysis skills.

• Experience with Excel, Power BI, Tableau, or similar reporting tools.

• Knowledge of data quality, master data management, and governance frameworks.

Preferred Skills

• Salesforce Administrator Certification.

• Experience with Financial Services Cloud (preferred).

• Experience working with large enterprise Salesforce implementations.

• Understanding of ETL tools and data integration platforms.

Education

Nice to Have

• Salesforce Advanced Administrator Certification.

• Experience with Power BI or Tableau dashboards.

• Experience with Agile/Scrum methodologies.

Key Areas of Expertise

• Salesforce Data Quality Management

• Data Governance & Compliance

• Reporting & Dashboard Development

• Business Data Analysis

• Data Migration & Data Validation

• Data Integrity Monitoring

• Stakeholder Management

• Power BI / Tableau Reporting

Certification Preferred: Salesforce Certified Administrator.

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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