The Role at a Glance
We are excited to bring on an Analyst, Data Analytics to our Workplace Solutions Data Analytics Management team to support Salesforce reporting for marketing, customer relationship, and sales teams.
Background Details
Workplace Solutions Data Analytics Management is a growing team that is focused on the sourcing, development, maintenance, and delivery of data and reporting/analytics solutions to drive our employer and employee benefit and retirement teams.
In the Analyst, Data Analytics role you will be a member of an experienced team providing reporting, data, and analytics solutions. You will drive automation and efficiency as you develop reporting solutions that drive business decisions and inform leadership on insights. You will act as a resource to internal/external stakeholders and identify complex data patterns and trends.
What you'll be doing
- Creates and maintains reports within Salesforce for marketing, customer relationship, and sales teams.
- Develops analytical solutions using data, analytics, and reporting to generate insights for business stakeholders.
- Partners with business stakeholders and the analytics organization to support value-driven data insights aligned with strategic priorities.
- Analyzes datasets, variances, and trends in financial and business operations and helps formulate recommendations to support business initiatives and management decisions.
- Shares knowledge and assists team members and business partners in understanding data analytics and business intelligence concepts and best practices.
- Supports data integrity within dashboards and reports and assists in developing procedures to improve the quality and accuracy of information from multiple data sources.
- Maintains an understanding of how data within various systems is used and integrates multiple data elements into usable formats to support decision-making.
- Assists in identifying and implementing process improvements that enhance data quality and efficiency across the team, department, and/or business unit.
- Serves as an analytics resource to team members and stakeholders on moderately complex assignments and projects.
- Designs, builds, and tests dashboards, reports, semantic layers, and metrics by transforming data into meaningful and actionable information.
What we’re looking for
Must-haves:
- 4+ years of Salesforce experience
- Experience building reporting solutions and analytical insights in Salesforce Sales Cloud, Marketing Cloud, Agentforce, and/or Financial Services Cloud
- Usage of AI tools (e.g. Claude, Copilot, or similar) to assist with data visualization development
- 3-5+ yea