Data Migration Analyst (Salesforce & Excel/VBA)
Role details
Job location
Tech stack
Job description
Robert Half have partnered with a B2B SaaS organisation is seeking a Business Data Analyst for an initial 2-month contract to support a critical data and systems improvement initiative.
The primary objective of this role is to support data quality, commercial data structures, and system readiness, with a particular focus on Salesforce data migration and Excel-based pricebook development.
This role will involve hands-on data cleansing, restructuring, and validation, alongside the development of robust Excel tools to support SaaS commercial processes and pricing structures., You will play a key role in supporting commercial and operational data initiatives, working closely with internal stakeholders to ensure data accuracy, consistency, and alignment across systems. The role requires strong Excel and data-handling capability, combined with a solid understanding of SaaS commercial metrics and Salesforce data structures., * Cleansing, mapping, restructuring, and preparing large datasets ahead of Salesforce import
- Validating data against Salesforce schema, including Accounts, Contacts, Opportunities, Products, and Price Books
- Supporting product and pricebook data alignment to ensure consistency across systems
- Developing and refining a structured Excel-based pricebook
- Implementing advanced Excel logic, automation, and calculations using complex formulas and VBA
- Supporting large-scale data manipulation, conversion, and validation activities
- Ensuring data integrity and accuracy across commercial datasets
- Working collaboratively with stakeholders to deliver project milestones
Requirements
Core Skills (Essential):
- Advanced Microsoft Excel expertise, including complex formulas and data modelling
- Proven experience in data manipulation, cleansing, and large-scale data conversion
- Working knowledge of Salesforce, including:
- Understanding of Salesforce data schema and objects (Accounts, Contacts, Opportunities, Products, Price Books, etc.)
- Experience with Salesforce data exports/imports, deduplication, validation, and field mapping
- Strong understanding ofSaaS commercial metrics, including:
- ACV / ARR
- Contract terms and renewal structures
- Product and pricebook structures
Nice to Have:
- Experience with Atlassian Jira administration (custom fields, workflows, bulk updates)
- Previous experience working within SaaS or subscription-based business models