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Position: Data Analyst with Salesforce

Location: Remote

Duration: 6-12 months

Visa: Any visa, except OPT/CPT/H1 Transfer

Contract, C2C

Job Description:

A CRMA SFDC Analyst, with a focus on Salesforce (SFDC), plays a critical role in managing customer relationship management analytics.

In short, a CRMA SFDC Analyst is essential for managing and analyzing CRM data, creating impactful dashboards, and providing actionable insights to drive sales and improve customer relationships. They must possess a blend of technical expertise in Salesforce, strong analytical skills, and effective communication abilities.

Here is a detailed job description for this position:

Salesforce Data Management:

• Deep understanding of Salesforce data structure and database management.
• Ability to manage and maintain data within Salesforce, ensuring accuracy and completeness.
• Expertise in data cleansing, deduplication, and import/export of Salesforce data.
• Understand the business logic for identifying the Business Groups, LOBs, Product lines etc

Dashboard Creation and Management:

• Skilled in creating comprehensive and interactive dashboards in CRMA (Customer Relationship Management Analytics) to visualize key metrics.
• Capability to customize dashboards based on different user needs and business requirements.
• Proficiency in using Salesforce reporting and analytics tools to track sales pipeline, customer engagement, and other critical metrics.

Sales Pipeline Analysis:

• Analyzing the sales pipeline to provide insights on sales trends, forecasting, and performance.
• Assisting the sales team in identifying potential opportunities and risks within the sales pipeline.
• Providing recommendations to improve sales strategies based on data-driven insights.

Business Communication:

• Regularly updating the business stakeholders on sales performance, market trends, and customer feedback.
• Preparing and presenting detailed reports and findings to senior management.
• Serving as a liaison between the technical team and business units to ensure alignment of CRM strategies with business goals.

• Staying updated with the latest Salesforce features and updates.
• Continuously enhancing skills in CRM analytics, database management, and data visualization tools.
• Collaborating with IT and other departments to integrate Salesforce with other business systems for seamless data flow.

Problem-Solving and Project Management:

• Identifying and resolving issues related to CRM data and analytics.
• Leading projects focused on CRM enhancements and Salesforce integration.
• Demonstrating strong problem-solving skills and the ability to work under tight deadlines.

User Training and Support:

• Conducting training sessions for new Salesforce users and providing ongoing support.
• Developing user guides and documentation for CRM processes and dashboard usage.
• Ensuring that users are maximizing the benefits of Salesforce and CRM analytics.