Salesforce Data Analyst

4 days ago

Pune, India 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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