About this role
This role builds and maintains Salesforce reporting and analytics solutions to support marketing, customer relationship, and sales teams. The analyst will automate reporting, design dashboards and metrics, and ensure high data integrity to deliver actionable insights to leadership.
Key Responsibilities
- Creates and maintains reports within Salesforce for marketing, customer relationship, and sales teams
- Develops analytical solutions using data, analytics, and reporting to generate insights
- Designs, builds, and tests dashboards, reports, semantic layers, and metrics
- Supports data integrity within dashboards and reports and improves quality/accuracy across sources
- Identifies and implements process improvements to enhance data quality and efficiency
Technical Overview
You will develop reporting solutions in Salesforce across Sales Cloud, Marketing Cloud, Agentforce, and/or Financial Services Cloud. Responsibilities include transforming data into usable formats, creating dashboards, semantic layers, and metrics, and improving data quality and accuracy across multiple sources using automated and AI-assisted visualization work.
Ideal Candidate
The ideal candidate has 4+ years of hands-on Salesforce experience building reporting and analytics solutions. They have strong skills in Salesforce Sales Cloud, Marketing Cloud, Agentforce, and/or Financial Services Cloud, and are comfortable using AI tools like Claude or Copilot to improve data visualization and reporting automation.
Must-Have Skills
SalesforceSalesforce reportingSalesforce Sales CloudSalesforce Marketing CloudSalesforce AgentforceSalesforce Financial Services CloudUsage of AI tools (e.g. ClaudeCopilotor similar) to assist with data visualization development4+ years of Salesforce experience4+ years of experience in a technical role within data a
Tools & Platforms
SalesforceSalesforce Sales CloudSalesforce Marketing CloudSalesforce AgentforceSalesforce Financial Services CloudClaudeCopilot
Required Skills
SalesforceSalesforce reportingSalesforce Sales CloudSalesforce Marketing CloudSalesforce AgentforceSalesforce Financial Services Clouddata analyticsanalytics solutionsautomationdashboardssemantic layersmetricsdata visualizationdata integritydata qualityvariance analysistrend analysisbusiness intelligence conceptsprocess improvements
Hard Skills
SalesforceSalesforce reportingSalesforce Sales CloudSalesforce Marketing CloudSalesforce AgentforceSalesforce Financial Services Clouddata analyticsanalytics solutionsreport automationdashboard developmentsemantic layersmetrics developmentdata transformationdata visualization developmentdata integritydashboards and reports qualitydata quality and accuracyprocedures to improve qualityfinancial and business operations analysisvariance analysistrend analysisdataset analysisbusiness intelligence conceptsintegration of multiple data sourcesprocess improvementrequirements for decision-making data formatstesting dashboardsreportssemantic layersand metrics
Soft Skills
partnering with business stakeholdersresource to internal/external stakeholdersanalyzing complex data patterns and trendsknowledge sharingassisting team members and business partnerscommunicationattention to detailbusiness decision supportunderstanding best practicesstakeholder management
Keywords for Your Resume
AnalystData AnalyticsSalesforceSalesforce reportingSales CloudMarketing CloudAgentforceFinancial Services CloudSalesforce Sales CloudSalesforce Marketing CloudSalesforce AgentforceSalesforce Financial Services Clouddata visualizationClaudeCopilotAI toolsautomationdashboardssemantic layersmetricsbusiness intelligencedata integritydata qualitydata accuracyvariance analysistrend analysisprocess improvements
Deal Breakers
4+ years of Salesforce experience, Experience building reporting solutions and analytical insights in Salesforce Sales Cloud, Marketing Cloud, Agentforce, and/or Financial Services Cloud, Experience using AI tools (e.g., Claude, Copilot, or similar) for data visualization development
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