SFDC Data Analyst

Job Title: Salesforce Data Analyst

Department: Business Operations, Sales Operations, or RevOps

Reports To: Sales Operations Manager, Director of Business Systems

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.
• 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.
• 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.
• 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.
• 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.
• 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.
• 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.