Salesforce Data Analyst

Qualifacts is a leading provider of behavioral health software and SaaS solutions for clinical productivity, compliance and state reporting, billing, and business intelligence. Its mission is to be an innovative and trusted technology and end-to-end solutions partner, enabling exceptional outcomes for its customers and those they serve. Qualifacts comprehensive portfolio, including the CareLogic, Credible, and InSync platforms, spans and serves the entire behavioral health, rehabilitative, and human services market supporting non-profit Certified Community Behavioral Health Clinics (CCBHC) as well as for-profit large enterprise and small business providers. Qualifacts has a loyal customer base, with more than 2,500 customers representing 75,000 providers serving more than 6 million patients. Qualifacts was recognized in the 2022 and 2023 Best in KLAS: Software and Services report as having the top ranked Behavioral Health EHR solutions.

Job Description

The role focuses on maintaining Salesforce data quality and integrity through cleaning, validation, and compliance with governance policies. Responsibilities include routine audits, managing duplicates, training teams on best practices, and implementing automation tools like Ring Lead and Data Loader. The role involves collaboration across departments, ensuring data alignment with business structures, and tracking KPIs to identify and resolve recurring issues. Strong CRM expertise, analytical skills, attention to detail, and effective communication are essential for success in this position

Essential Job Responsibilities

• Data Quality and Hygiene
• Clean and validate Salesforce data by removing duplicates, correcting errors, and ensuring completeness.
• Enforce data entry standards, including naming conventions and formatting rules.
• Monitoring and Auditing
• Conduct routine data integrity audits and monitor changes to detect unauthorized modifications.
• Manage duplicate identification and merging processes.
• Governance and Compliance
• Implement and enforce data governance policies.
• Ensure compliance with regulations like GDPR and CCPA.
• Collaboration and Training
• Work with sales, marketing, and customer success teams to address data issues.
• Train Salesforce users on best practices for data entry and maintenance.
• Automation and Tools Management
• Use tools like RingLead and Data Loader to streamline data cleaning.
• Create automated workflows and validation rules to improve data accuracy.
• Performance Tracking
• Track KPIs like data accuracy, duplicate rates, and completeness.
• Report recurring issues and recommend long-term solutions.
• Proactive Data Management
• Enhance data quality with third-party enrichment and lifecycle updates.
• Ensure alignment of account and lead data with territory structures.
• Testing and Quality Assurance
• Test data workflows, integrations, and system updates for accuracy.
• Validate data exchange between Salesforce and other systems.

Knowledge, Skills, and Abilities

• Strong knowledge of CRM systems, particularly Salesforce, with the ability to integrate external data for seamless reporting and analysis.
• Exceptional analytical skills with the ability to interpret complex data sets and provide strategic recommendations.
• Ability to manage multiple tasks simultaneously, driving them to successful completion with minimal oversight.
• Excellent communication skills, with the ability to clearly articulate complex concepts to both technical and non-technical audiences.
• High degree of precision and attention to detail in all work.
• Ability to work autonomously in a fast-paced environment, adapting to changing priorities and deadlines.

Work Experience -

• 5+ years into Salesforce

Shift Time - 3 PM to 12 AM IST

Work from office from Vadodara Location