Salesforce Analyst

About the role

As the Salesforce Analyst, your role is primarily to support the sales team's reporting needs. This includes POS reporting, commission-related reporting, opportunity pipeline reporting and reporting to support changing business priorities. You will research data discrepancies and support making corrections to the reports and the underlying data. You will also be responsible for supporting users in Salesforce and helping to build out our Salesforce org. This includes building out reports and dashboards, training users, updating objects, managing permissions, troubleshooting errors and managing automations.

Key responsibilities

• Complete monthly POS reports for our vendors
• Research and resolve POS discrepancies
• Complete monthly and quarterly opportunity reports for our vendors
• Complete monthly and quarterly reports for sales compensation
• Manage internal opportunity payouts (TGOs)
• Coordinate with suppliers to collect incentive payouts for our sales team
• Ensure data is captured in Salesforce and aligned across organizations
• Sales data enrichment projects
• Resolve data inconsistencies within Salesforce
• Create, update and troubleshoot PowerBI reports and dashboards

Analyst Responsibilities

• Support the sales team with Salesforce questions
• Support users Experience Cloud, Sales Cloud, Service Cloud, and Territory Planning & Maps
• Build out reports and dashboards
• Support the sales team with reports pertaining to opportunities, sales, contacts, accounts, etc
• Use Salesforce Data Loader to insert, update and delete records
• On/off-board users
• Train users on how to effectively use Salesforce
• Update picklist values and add new fields to objects
• Create and troubleshoot flows
• Manage user permissions

Candidate qualifications

• 2–4 years of analytical experience in a business, sales, or operations environment
• 2–4 years of Salesforce user or administrative experience
• Strong knowledge of Microsoft Excel for analytical applications
• Experience supporting a sales organization or sales operations function
• Strong analytical and problem-solving skills
• Ability to make sound business decisions while considering broader organizational objectives and context
• Ability to understand stakeholder needs and develop effective solutions rather than simply executing requests
• Excellent verbal and written communication skills, with the ability to convey information clearly and concisely
• Strong attention to detail and commitment to data accuracy
• Strong customer service mindset

How to apply

• Submit your most updated CV and cover letter to [email protected] with the subject: (Full Name) - Salesforce Analyst