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