Tech Data Reporting

Role & responsibilities

• Manage end-to-end Lead Management lifecycle in Salesforce including lead capture (Web-to-Lead), assignment rules, lead routing, validation, and conversion processes.
• Configure and optimize Lead Assignment Rules to ensure automated and accurate routing of leads to appropriate users/queues.
• Plan and execute marketing campaigns using Salesforce Marketing Cloud tools.
• Manage Salesforce data operations including data quality, cleansing, deduplication, and governance.
• Develop and maintain dashboards and reports within Salesforce for tracking pipeline, campaigns, and performance metrics.
• Analyze marketing performance using UTM tracking and Google Analytics data to provide actionable insights.
• Build reporting and visualizations using BI tools such as Power BI, Tableau, or similar platforms.
• Collaborate with marketing, sales, and technology teams for CRM, analytics, and campaign integration.
• Support segmentation and customer journey design using Salesforce data.
• Optimize workflows, automation processes, and campaign effectiveness.
• Maintain documentation, processes, and quality standards for Salesforce data operations.
• Provide insights and recommendations based on marketing, CRM, and analytics data.

Skills & Qualifications

• 6+ years of experience in Salesforce/CRM data,marketing operations, and lead management.
• Strong hands-on experience in Salesforce lead management including lead assignment rules, web-to-lead, conversion, and lifecycle management.
• Expertise in Salesforce reporting, dashboards creation, and CRM data structures.
• Hands-on experience with marketing analytics using UTM parameters and Google Analytics.
• 6+ years of experience in Salesforce/CRM data, marketing operations, and lead managements.
• Strong data analysis skills (Excel, SQL preferred).
• Knowledge of marketing automation and campaign performance tracking.
• Strong stakeholder management and communication skills.
• Salesforce certification preferred but not mandatory.