Salesforce - Data Reporting Analyst

Description

We are looking for a skilled Salesforce Data Reporting Analyst to join our team on a contract basis in West Conshohocken, Pennsylvania. In this role, you will transform sales performance data into actionable insights, enabling leadership to refine processes and achieve measurable results. This position requires expertise in data analysis, reporting, and visualization, with a strong focus on tools like Power BI, Excel, and Salesforce platforms.

Responsibilities:
Evaluate and measure the success of sales-enabled programs, including campaigns, events, promotions, and onboarding initiatives.
Develop and maintain measurement frameworks, scorecards, and dashboards to track program performance and identify improvement opportunities.
Analyze customer and practitioner behaviors to uncover trends that drive conversion, retention, and engagement.
Provide insights into optimizing sales and marketing processes, including segmentation, timing, and follow-up strategies.
Create and manage dashboards and data models in Power BI, ensuring accurate and up-to-date reporting.
Perform ad-hoc analyses using advanced Excel techniques, including PivotTables and Power Query, to address leadership inquiries.
Design and deliver thorough and well-structured presentations in PowerPoint, effectively translating complex data into clear recommendations.
Extract and interpret data from Salesforce, leveraging its reporting tools and analytics capabilities.
Maintain consistent documentation of reporting logic and data definitions to ensure reliability and trust in the numbers.
Manage multiple priorities efficiently while delivering high-quality results within deadlines.

Requirements

1-4 years of experience in data analysis, business intelligence, or a related field.
Proficiency with Power BI, including dashboard creation, data modeling, and measure implementation.
Advanced Excel skills, such as PivotTables, data cleansing, and formula creation.
Strong PowerPoint capabilities for creating executive-level presentations.
Demonstrated ability to analyze data, identify key insights, and present findings to stakeholders.
Exceptional organizational skills with attention to detail and a commitment to accuracy.
Experience with Salesforce reporting and understanding of its data structure, including objects and fields.
Familiarity with analyzing sales and marketing metrics, such as conversion rates and pipeline performance.

Technology Doesn't Change the World, People Do.

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