Senior Analyst, Customer OnBoarding & SalesForce Governance

As a detail-oriented and strategically minded Senior Analyst in the Segmentation & Customer Onboarding team, you will play a pivotal role in driving analytical insights that shape customer acquisition and onboarding strategies. Leveraging tools like Salesforce, Excel, and CRM platforms, you will be responsible for designing and implementing customer segmentation frameworks to support targeted onboarding strategies. Your role will involve optimizing and managing workflows using Salesforce New Account Model for seamless onboarding and analyzing performance data to recommend process improvements that enhance customer experience. Collaboration with cross-functional teams will be essential to ensure accurate and efficient CRM data handling. You will be expected to generate reports, dashboards, and actionable insights using advanced Excel skills. Additionally, you will utilize Dun & Bradstreet (D&B) datasets to enrich customer profiles and drive smarter segmentation. Maintaining data integrity through data hygiene practices and conducting regular Salesforce audits will also be part of your responsibilities. The ideal candidate for this role will have proven experience in customer segmentation and onboarding analytics. Proficiency in Salesforce, specifically the New Account Model, is a must. Strong command over Microsoft Excel, including pivot tables, advanced formulas, and data visualization, is required. A solid understanding of CRM platforms and data architecture, as well as familiarity with D&B data services and their application in business analytics, are desirable qualities. Excellent communication skills, stakeholder management abilities, problem-solving skills, and analytical thinking are key competencies for this position. You should possess 3-5 years of experience and hold a bachelor's or master's degree in business administration, marketing, or a relevant field. Competencies such as solving complex problems, interacting with people at different levels, prioritizing and organizing work, serving customers, building and supporting teams, driving for results, and using math will be beneficial in this role. Skills in continuous process improvement, data management, data analysis, research, reports development, metadata analysis, and sales tools are essential for success in this position.,