Salesforce Data Analyst
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Role details
Tech stack
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Job description
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Data Quality Analysis & Monitoring
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Reporting & Dashboard Development
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Data Stewardship Support
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Data Governance & Documentation
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Business Process & Continuous Improvement
Routine Activities
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Develop queries and analytical datasets using appropriate Salesforce reporting, querying, and analytical tools.
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Analyze Salesforce data to identify inaccurate, incomplete, duplicate, inconsistent, or outdated records.
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Monitor data-quality metrics and trends across Sales Cloud, Revenue Cloud, and Service Cloud.
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Develop and maintain recurring data-quality reports, dashboards, and scorecards.
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Investigate data anomalies and exceptions and determine their potential business impact.
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Perform root-cause analysis to distinguish between data-entry issues, process deficiencies, system configuration issues, integration problems, and other sources of data-quality degradation.
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Partner with Salesforce Data Stewards to validate issues, prioritize remediation, and track resolution.
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Identify emerging data-quality risks before they materially affect business operations or reporting.
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Conduct data profiling and analysis to support data-quality initiatives, audits, and remediation projects.
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Establish and maintain appropriate data-quality measurements and thresholds in collaboration with the Data Quality Manager.
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Reconcile Salesforce data with other systems when discrepancies are identified.
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Assess the downstream impact of Salesforce data-quality issues on reporting, forecasting, customer management, revenue operations, and service processes.
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Support analysis of historical data and trends to identify recurring or systemic data-quality problems.
Requirements
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Bachelor’s degree in Data Analytics, Business Analytics, Information Systems, Computer Science, Business, or a related field, or equivalent professional experience.
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2-5 years of experience working with Salesforce data analysis, business analysis, CRM analytics, and data quality.
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Experience developing reports, dashboards, and recurring analytical outputs.
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Demonstrated proficiency with Salesforce SOQL, SQL, and Excel.
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Strong problem-solving and root-cause analysis skills with excellent written and verbal communication skills.
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Ability to explain data and analytical findings to both technical and non-technical audiences.
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Strong attention to detail and commitment to data accuracy.
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Ability to manage multiple priorities and work effectively in a cross-functional environment.
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