Salesforce Reporting Analyst

THIS IS AN ONSITE ROLE IN SACRAMENTO. There is no relocation fee, this is not 3rd party friendly, there is no referral fees for this role. Please local candidates only.

Salesforce Reporting & Data Coordinator

The Salesforce Reporting & Data Coordinator supports organizational reporting and analytics within Salesforce. This role focuses on building and maintaining dashboards, generating cross-object and recurring reports, and ensuring CRM data is accurate and structured to support operational decision-making.

This position is ideal for someone with strong analytical skills who enjoys working with data and collaborating with teams to improve reporting visibility across the organization.

Key Responsibilities
Reporting & Dashboard Support (Primary Focus)
* Build and optimize reports, dashboards, and KPIs for leadership and operational teams
* Develop cross-object and advanced reports to support forecasting and performance tracking
* Track KPIs related to revenue, programs, events, and engagement
* Support forecasting and performance tracking efforts
* Modify and improve existing dashboards for clarity and usability
* Assist with ad hoc reporting requests

Data Accuracy & CRM Support
* Monitor data integrity and assist with data cleanup initiatives
* Support imports, exports, and deduplication efforts
* Ensure consistent data entry practices and naming conventions
* Identify discrepancies that may impact reporting accuracy

Team Collaboration
* Work with departments to understand reporting needs
* Provide guidance on accessing and interpreting reports
* Support documentation of report definitions and KPI metrics



Qualifications
* 1-2 years of Salesforce, CRM, or reporting experience
* Experience building complex Salesforce reports and dashboards
* Understanding of CRM architecture, objects, and data relationships
* Experience with data imports (Data Loader or similar tools)
* Strong attention to detail and analytical skills
* Proficiency in Excel or Google Sheets
* Salesforce Certification (preferred)

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.