Analyze large and complex datasets across departments (Sales, Marketing, Customer Success) to identify trends, issues, and actionable insights
Translate business needs into structured data analysis, delivering impactful dashboards, reports, and recommendations
Support strategic decision-making through business intelligence tools and data storytelling
Partner with cross-functional teams to drive data-driven initiatives across the organization
Collaborate with IT and GTM teams to evaluate current Salesforce (SFDC) usage, identify workflow gaps, and enhance CRM-related processes
Help design, document, and implement improvements in Salesforce to increase efficiency, automation, and data integrity
Act as a bridge between business and technical teams to ensure CRM updates meet operational needs and provide user training and change management for Salesforce process updates
Requirements
3+ years of experience in a data analyst role with a strong focus on data-driven insights and CRM optimization
Hands-on experience with Salesforce.com (SFDC), including workflows, reports, dashboards, and data governance
Proficiency in Excel, SQL, and data visualization tools (e.g., Tableau, Power BI)
Strong analytical and problem-solving skills
Excellent interpersonal and communication skills; fluent English (spoken and written)
High attention to detail and a passion for turning data into meaningful business outcomes
Bachelor’s degree in a quantitative field (e.g., Mathematics, Statistics, Economics, Computer Science); advanced degree an advantage
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data analysisdata visualizationSQLExcelSalesforce.comdata governancedashboard creationreport generationdata storytellingCRM optimization