Job Title: Salesforce Data Analyst
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