Salesforce Data Analyst

3 weeks ago

Pune Maharashtra India, Maharashtra Zensar Technologies Full time

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

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