NOTICE- Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.
A week onsite per month
Must have linkedin
Must have einstein analytics or salesforce CRM analytics experience.
Salesforce CRM Analytics Specialist, Sales Performance and Analytics
Business Intelligence Consultant will be collaborating with our home office and field leaders to develop thoughtful solutions and insightful analysis into the work performed by the sales associates and leaders in Personal Investing Division.
As a member of the team, you’ll be contributing to the development of key performance indicators and performance metrics for our sales associates and leaders while empowering them with insights that can improve effectiveness and overall success. You’ll bring together data from a variety of sources and transform it into meaningful information.
The Expertise and Skills you bring
A bachelor’s degree, preferably in engineering or business with 8-10 years of work experience as a data analytics consultant
Highly skilled in redefining information into substantial metrics and key using Salesforce CRM Analytics in Salesforce
Expertise in integrating Salesforce data and external data into Salesforce CRM Analytics / Tableau CRM using datasets, data recipes.
Highly skilled with Salesforce LWC, Salesforce APIs, SAQL and SOQL
Ability to identify, analyze, and interpret trends or patterns in complex data sets using structured and unstructured data (ex: JSON)
Skills in visualization design and dashboard development using BI tools such as Salesforce Analytics/Tableau CRM and Tableau
Advanced Microsoft Office expertise particularly with Excel
Understanding of data modeling concepts and working experience in data analytics using sophisticated data exploration skills to provide insights to business users.
Strong written and verbal communication skills, including the ability to summarize and interpret information.
Problem solving skills with the ability to analyzing new information, draw conclusions and communicate ideas for the purposes of improving processes or developing new products.
Experience in various business analysis methodologies. For example, data analysis, use case development, story writing, user acceptance testing and/or product documentation.
You’ll need to rapidly adjust to changing demands and priorities.