Salesforce Data Analyst
专注：使用销售力量 （包括现场服务闪电 - FSL）来支持销售，现场运营，计划和利能力。Excel 将模糊的用户请求转化为明确解决方案。个人贡献者角色向 RevOps 领导报告。关键责任 · 寻找并澄清非技术利益相关方 （销售，项目经理，财务和领导力）的要求。· 构建/维护在 Salesforce 中的报告，仪表板，公式，验证规则和流动。· 调查和解决数据问题 （例如，工作位，佣金，重复文件的差异）. · 提供就职利率，技术人员性能，规划效率以及引入安装道等指标的见解。· 使用 SOQL,Data Loader 或 Excel 进行专业分析。·维护数据完整性和文档解决方案。·与 RevOps 项目经理合作，优先考虑并清晰报告后期。所需技能 ·掌握销售力量专注于报告/分析。· 在销售力量的报告/仪表板和 SOQL 方面先进的熟练知识。· 对模糊请求强大的需求收集能力。· 大型数据集和分歧解决方案的分析思维方式。· 熟练使用数据加载器，Excel （先进的公式/试验工具）. · 与非技术用户沟通良好。优先 • 集成经验 （例如 ERP,账单工具）. · 基础流量构建者知识。· 现场服务闪电 (FSL) 的经验 · 使用 Power BI 构建仪表板，报告和可操作业务见解的经验 · 知识 AI 代理及其在商业工作流程，自动化，分析或决策支持中的实际应用工资：$90,000 $110,000 /年 原始地发布于喜马拉雅山
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Job Summary
Hands-on Salesforce Data Analyst needed for our Revenue Operations team in a home remodeling business. Focus: Build reports, dashboards, and insights using Salesforce (including Field Service Lightning - FSL) to support sales, field operations, scheduling, and profitability. Excel at translating vague user requests into clear solutions.
Individual contributor role reporting to RevOps leadership.
Key Responsibilities
- Elicit and clarify requirements from non-technical stakeholders (sales, project managers, finance and Leadership).
- Build/maintain reports, dashboards, formulas, validation rules, and flows in Salesforce.
- Investigate and fix data issues (e.g., discrepancies in jobs, commissions, duplicates).
- Deliver insights on metrics like job profitability, technician performance, scheduling efficiency, and lead-to-install funnels.
- Perform ad-hoc analysis using SOQL, Data Loader, or Excel.
- Maintain data integrity and document solutions.
- Partner with RevOps Project Manager to prioritize and clear reporting backlog.
Required Skills
- Hands-on Salesforce experience focused on reporting/analytics.
- Advanced proficiency in Salesforce reports/dashboards and SOQL.
- Strong requirements-gathering skills for ambiguous requests.
- Analytical mindset for large datasets and discrepancy resolution.
- Proficiency with Data Loader, Excel (advanced formulas/pivots).
- Excellent communication with non-technical users.
Preferred
- Integration experience (e.g., ERP, billing tools).
- Basic Flow Builder knowledge.
- Experience with Field Service Lightning (FSL)
- Experience using Power BI to build dashboards, reports, and actionable business insights
- Familiarity with AI agents and their practical use in business workflows, automation, analysis, or decision support
Salary: $90,000 – $110,000 / yearOriginally posted on Himalayas