Salesforce Data Analyst

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