Key Responsibilities:
Business Intelligence and Data Analysis
- Discuss reporting needs with business users to identify critical KPIs and success metrics.
- Design dashboards and reports that will provide data visibility into KPIs for leadership and business groups.
- Review business reporting requirements and translate those requirements into technical reporting & dashboard specifications.
- Develop data recipes/dataflows in CRM Analytics tool to support business requirements.
- Help establish best practices and standards for dataflow, data recipe, dashboard, and report/lens development and deployment.
- Perform data analysis, produce data samples/prototypes and produce ad-hoc reports. Obtain and analyze data by accessing multiple sources, including ADL, EDW and Salesforce.
- Partner and collaborate with IT, platform owners and BI Analysts to provide input to project timelines, scope and risks for transformational commission initiatives.
- Developing a clear understanding of system landscape, data repositories and its interrelationships.
- Develop reports and processes to continuously monitor data quality and integrity issues and problems.
- Locate and define new process improvement opportunities.
- Perform extensive data unit testing and quality assurance (QA). Troubleshoot issues and work cross-functionally towards a solution.
- Respond and resolve all assigned feedbacks (all priorities) within the set thresholds.
- Provide guidance/governance on best practices and approaches to design, implement and sustain effective data driven analytics solutions
To succeed in this role, you’ll need the following:
- Minimum of 10+ years in Salesforce and CRM Analytics having successfully implemented at least 1 TCRM solution.
- Experience working with sales, service and marketing data is highly preferred.
- Technical expertise building data models and ETL techniques (Data integration using Sync, recipes and dataflows).
- Expert in building Salesforce CRM Analytics Dashboard/Reporting capabilities and UX design with advanced skills in binding, SAQL and JSON.
- Experience with building Einstein Discovery models and deploying/embedding the model to Sales Cloud page layouts.
- Familiarity with Einstein AI components like Next Best Action, Prediction Builder, and Insights nice to have.
- Experience with CRM Analytics standard/templated apps.
- Experience working in an Agile/Scrum environment.
- Strong verbal & written communication skills. Self-starter personality who can operate with minimal supervision
- Experience in problem solving, critical thinking and priority setting.
Certifications:
- CRM Analytics & Einstein Discovery Certified (Must)
- Salesforce Admin Certified (Preferred)