Salesforce Data Analyst

Job Title:

Exp-5-8 Years

Location-Remote

Job Summary:

The Salesforce Data Analyst is a bridge between raw data and business insight. This role is responsible for ensuring data integrity, transforming data into actionable reports and dashboards, and empowering stakeholders to make data-driven decisions. The focus is on using data to answer business questions and drive efficiency.

Key Responsibilities:

• Data Governance & Quality:

• Monitor and maintain data quality, hygiene, and completeness within Salesforce.
• Develop and enforce data standards, validation rules, and duplicate management processes.
• Perform regular data audits and lead data cleansing initiatives.

• Reporting & Dashboarding:

• Design, build, and maintain complex reports, dashboards, and report folders in Salesforce.
• Translate business requirements from stakeholders (Sales, Marketing, Service) into technical reporting specifications.
• Empower business users with self-service reporting capabilities through training and documentation.

• Business Analysis & Insight:

• Analyze data trends to provide insights on sales performance, pipeline health, marketing campaign ROI, and customer support metrics.
• Support strategic planning by providing data-backed recommendations.
• Document business processes and data flows.

• Support & Collaboration:

• Act as a primary point of contact for ad-hoc data and reporting requests.
• Collaborate with Salesforce Administrators and Developers to communicate business needs for new fields, objects, or automation.

Required Skills & Qualifications:

• Experience:

  4+ years of experience as a Data Analyst, Sales Operations Analyst, or similar role, with a primary focus on Salesforce.

• Technical Skills:

• Expert-level proficiency in

  Salesforce Reports & Dashboards

  .
• Strong skills in

  Excel/Google Sheets

  (PivotTables, VLOOKUPs, Charts).
• Solid understanding of the

  Salesforce data model

  (Standard Objects like Account, Contact, Opportunity, Lead; and their relationships).
• Basic understanding of Salesforce security (Profiles, Permission Sets, Roles, Sharing Rules) as it pertains to data access in reports.

• Soft Skills:

• Excellent communication and storytelling skills to explain data findings to non-technical audiences.
• Strong analytical and problem-solving mindset.
• Meticulous attention to detail.

Nice-to-Have Skills:

• Experience with

  Tableau

  ,

  Power BI

  , or

  Einstein Analytics

  .
• Familiarity with a data manipulation language (e.g.,

  SQL

  ).
• Salesforce certifications like

  Salesforce Certified Administrator

  or

  Tableau CRM & Einstein Discovery Consultant