EEOC

Senior Salesforce Reporting and Analytics Analyst

EEOC

full-time

Posted on:

Location Type: Remote

Location: Remote • Pennsylvania • 🇺🇸 United States

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Salary

💰 $79,100 - $131,800 per year

Job Level

Senior

Tech Stack

CloudTableau

About the role

  • Lead the design, development, and maintenance of Salesforce CRM Analytics (CRMA) dashboards, reports, and datasets
  • Build scorecards and performance dashboards for frontline sales teams, ensuring alignment with business goals, KPIs, and sales planning processes
  • Provide ongoing support and enhancements to dashboards and reporting solutions
  • Document processes, data models, and report logic to ensure scalability and continuity
  • Consult and partner with line-of-business (LOB) leaders, stakeholders, and internal data teams to define key business questions, performance metrics, and measurement strategies that influence sales planning, strategic direction, and growth
  • Apply advanced techniques in quantitative analytics, statistical analysis, segmentation, and other forms of data modeling to convert raw data into actionable insights
  • Translate findings into recommendations that address business questions and inform sales planning activities
  • Execute the Sales Reporting and Planning Strategy by partnering with leadership to deliver relevant, real-time insights to sales teams
  • Build and streamline reporting mechanisms to deliver accurate sales information efficiently while maintaining data integrity
  • Analyze sales results, trends, and projections
  • Create, maintain, and update organizational sales hierarchy data
  • Deliver data-driven support for the annual goal-setting and sales planning process, including building timelines, templates, and processes to ensure accuracy and consistency across budgets, forecasts, and targets
  • Ensure alignment between planning outputs and corporate budgets
  • Ensure data quality, integrity, and consistency across Salesforce, Tableau, and other reporting platforms
  • Develop and maintain audit and validation processes to confirm reporting accuracy
  • Provide timely, accurate deliverables that support LOB initiatives and ensure closed business is reflected correctly in reports
  • Mentor and coach other analysts in best practices for sourcing, compiling, transforming, and analyzing data from multiple sources for use in dashboards, reporting, sales planning, and modeling

Requirements

  • Bachelor's Degree or the equivalent experience in data analytics, information systems, business or related field
  • Master's Degree or the equivalent experience in data analytics, information systems, business or related field (Preferred)
  • 5 or more years data analytics, business intelligence, or related field, with demonstrated success in designing and delivering enterprise reporting solutions (Required)
  • 5 or more years advanced, hands-on experience with Salesforce CRM Analytics Studio, including dashboard development, dataflows and datasets (Preferred)
  • 2 or more years banking or financial services industry experience (Preferred)
  • Familiarity with Salesforce Financial Services Cloud and other Salesforce ecosystem tools (Required)
Benefits
  • medical plans with prescription drug coverage
  • flexible spending account or health savings account depending on the medical plan chosen
  • dental and vision insurance
  • life insurance
  • 401(k) program with employer match and Employee Stock Purchase Plan
  • paid time off programs including holiday pay and paid volunteer time
  • disability insurance coverage and maternity and parental leave
  • adoption assistance
  • educational assistance
  • a robust wellness program with financial incentives

Applicant Tracking System Keywords

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

Hard skills
data analyticsquantitative analyticsstatistical analysisdata modelingdashboard developmentreporting solutionsdata integrityperformance metricssales planningdataflows
Soft skills
leadershipconsultationmentoringcoachingcommunicationcollaborationproblem-solvingorganizational skillsattention to detailstrategic thinking
Certifications
Bachelor's Degree in data analyticsMaster's Degree in data analyticsequivalent experience in information systemsequivalent experience in business