American Iron and Steel Institute

Salesforce Analyst

American Iron and Steel Institute

full-time

Posted on:

Location Type: Hybrid

Location: Beavercreek • Ohio • United States

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Tech Stack

CloudSQL

About the role

  • Manage Salesforce configuration including user setup, roles, profiles, permissions, page layouts, record types, workflows, validation rules, and automation tools (Flow, Process Builder).
  • Develop and optimize dashboards, reports, custom objects, and fields.
  • Work with stakeholders to gather business requirements and translate them into Salesforce solutions.
  • Manage system upgrades, releases, and integrations with other business applications.
  • Provide ongoing support and training for Salesforce users to increase adoption and efficiency.
  • Support yearly and monthly budget / forecast reporting needs for the commercial team, updating systems as required
  • Develop, maintain, and enhance Power BI dashboards that provide insights into sales performance, pipeline health, forecasting, customer segmentation, and KPI tracking.
  • Analyze sales data to identify trends, opportunities, and areas for improvement.
  • Partner with Sales and Marketing teams to support strategic planning and regional performance reviews.
  • Create standardized and ad-hoc reports to support leadership needs.
  • Build data models and analytics processes that ensure accuracy, consistency, and scalability.

Requirements

  • 2–5 years of experience as a Salesforce Administrator or similar role.
  • Salesforce Administrator Certification or equivalent hands-on experience.
  • Strong proficiency with Power BI, including data modeling and dashboard development.
  • Solid understanding of sales processes (pipeline management, forecasting, account management, lead/opportunity lifecycle).
  • Strong analytical mindset with the ability to interpret complex datasets and communicate insights clearly.
  • Proficiency in Excel (VLOOKUP/XLOOKUP, pivot tables, formulas).
  • Excellent communication and stakeholder management skills.
  • Preferred: Experience with Salesforce Flow (builder) and advanced automation.
  • Experience with additional Salesforce tools (Sales Cloud, CPQ, Marketing Cloud, etc.).
  • Familiarity with SQL or other data query languages.
  • Experience supporting Sales Operations, Revenue Operations, or Customer Experience functions.
  • Experience with data governance and system integration.
Benefits
  • Equal opportunity workplace
  • Diverse and inclusive work environment
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Salesforce configurationSalesforce AdministratorPower BIdata modelingdashboard developmentExcelSQLSalesforce Flowautomation toolsdata governance
Soft Skills
analytical mindsetcommunicationstakeholder management
Certifications
Salesforce Administrator Certification