SalesForce Business Analyst

2 weeks ago

Chanhassen, United States IWCO Direct LLC Full time
Job DescriptionJob Description

Overall Summary:

The SalesForce Business Analyst plays a critical role in the management and analysis of sales pipeline and forecast data. This role ensures that the analyses are disseminated throughout the company including to Finance, Operations, and Client Services.

Primary Duties/Responsibilities:

  • Compile and analyze historical and current sales data to forecast sales trends.
  • Prepare accurate reports using data from internal and external sources.
  • Present actionable information and insights to team members and management.
  • Gather and analyze data to understand problems; address them proactively.
  • Collaborate with team members and members of other departments.
  • Ensure that the SalesForce.com sales pipeline and forecast data is entered by the Sales and Account Executive teams in accordance with corporate deadlines. Review sales pipeline and forecast data, validate accuracy, work with members of the Sales and Account Executive teams on any necessary updates to the data.
  • Utilize systems tools and data, meetings with other departments (e.g. Operations and Finance), and additional insights to analyze provided sales pipeline; forecast data ensuring it is aligned with the flow of the products and services through the company according to corporate standards for recognition.
  • Coordinate timely forecast updates for various weekly and monthly meetings.
  • Review monthly actual results against monthly forecast; provide forecast accuracy reporting; review all forecast variances with Sales and Account Executives.
  • Oversee sales pipeline and forecast updates made by members of the Sales and Account Executive teams based on learnings from actual results.
  • Lead periodic team updates of the sales pipeline; keep forecast aligned to regularly scheduled IWCO meetings.
  • Manage the daily communications with the SalesForce.com account team.
  • Provide ongoing support and training to end-users on Salesforce functionality, reports, and dashboards.
  • Perform other (or other related) duties as applicable or assigned.

Required Skills/Abilities/Competencies:

  • Advanced problem-solving and analytical skills.
  • Superior oral and written communication skills.
  • Comfortable working with executive leadership.
  • Highly organized and detail oriented.
  • Strong work ethic and willingness to take initiative; excellent prioritizing skills.
  • Ability to work independently and collaboratively.
  • Excellent time management.
  • Understanding of relational databases.
  • Advanced knowledge of Microsoft Office, especially Excel (formulas, pivot tables, power queries).

Education and Experience:

  • Bachelor's degree in accounting, finance, or related field.
  • 3+ years of experience in sales analytics.
  • 1+ years of experience using CRM tools such as SalesForce.com.
  • SalesForce BA Certified preferred.
  • 3+ years of general SalesForce experience.
  • SQL preferred.
  • CRMA experience preferred.

Physical Requirements:

  • Ability to work 8 hours consecutively.
  • Prolonged periods of sitting at a desk and working on a computer.

  • SalesForce Business Analyst

    3 weeks ago

    Chanhassen, United States IWCO Full time

    Description Overall Summary: The SalesForce Business Analyst plays a critical role in the management and analysis of sales pipeline and forecast data. This role ensures that the analyses are disseminated throughout the company including to Finance, Operations, and Client Services. Primary Duties/Responsibilities: Compile and analyze historical and current...

  • SalesForce Business Analyst

    7 hours ago

    Chanhassen, Minnesota, United States IWCO Direct LLC Full time

    Job Title: SalesForce Business AnalystJob Summary:The SalesForce Business Analyst plays a critical role in the management and analysis of sales pipeline and forecast data for IWCO Direct LLC. This role ensures that the analyses are disseminated throughout the company, including to Finance, Operations, and Client Services.Key Responsibilities:Compile and...

  • SalesForce Business Analyst

    1 week ago

    Chanhassen, Minnesota, United States IWCO Direct LLC Full time

    Job DescriptionJob Summary:The SalesForce Business Analyst plays a critical role in the management and analysis of sales pipeline and forecast data for IWCO Direct LLC. This role ensures that the analyses are disseminated throughout the company, including to Finance, Operations, and Client Services.Key Responsibilities:Compile and Analyze Sales Data: Gather...

  • Strategic Financial Analyst

    7 days ago

    Chanhassen, Minnesota, United States IWCO Direct LLC Full time

    Job Summary**About the Role**We are seeking a highly skilled Senior Financial Analyst to join our team at IWCO Direct LLC. As a key member of our Finance Department, you will play a critical role in providing financial analysis and support to drive business growth and strategic decision-making.Key Responsibilities**Financial Planning and Analysis**:...

  • Business Intelligence Analyst

    7 days ago

    Chanhassen, Minnesota, United States Creative Financial Staffing Full time

    Job Summary:Creative Financial Staffing is seeking a highly skilled Financial Planning and Analysis Expert to join our team. As a key member of our organization, you will play a pivotal role in driving business growth and success through strategic financial planning and analysis.Key Responsibilities:Strategic Involvement: Collaborate with senior leadership...

  • Applications Support Analyst

    2 weeks ago

    Chanhassen, United States Insulation Distributors Inc Full time

    Job Summary:The Applications Support Analyst will provide expert support for IDI's software solutions, playing a crucial role in assisting business teams and users. This role involves driving engagement, usage, and product direction, as well as creating and justifying enhancements and business requirements.Compensation: $65,000 to $91,600 Responsibilities /...

  • Accounts Receivable Analyst

    1 week ago

    Chanhassen, Minnesota, United States IWCO Direct LLC Full time

    Job OverviewBecome a Part of IWCO Direct LLCAre you seeking a rewarding position in the realm of direct response marketing? At IWCO, we are committed to fostering creativity, enhancing performance, and making a significant impact. Our environment is designed to achieve results while ensuring a supportive atmosphere and enjoying the journey together.At IWCO,...

  • Senior Financial Analyst

    2 weeks ago

    Chanhassen, United States IWCO Direct LLC Full time

    Job DescriptionJob DescriptionOverall Summary: The Senior Financial Analyst will provide financial analysis and support at both the corporate and divisional levels of the company. This individual will partner with the FP&A Director in performing financial and analytical duties across all divisions, including budgeting/forecasting, financial reporting,...

  • Senior Financial Analyst

    2 weeks ago

    Chanhassen, United States IWCO Direct LLC Full time

    Job DescriptionJob DescriptionOverall Summary: The Senior Financial Analyst will provide financial analysis and support at both the corporate and divisional levels of the company. This individual will partner with the FP&A Director in performing financial and analytical duties across all divisions, including budgeting/forecasting, financial reporting,...

  • Senior Financial Analyst

    3 weeks ago

    Chanhassen, United States IWCO Full time

    Description Overall Summary: The Senior Financial Analyst will provide financial analysis and support at both the corporate and divisional levels of the company. This individual will partner with the FP&A Director in performing financial and analytical duties across all divisions, including budgeting/forecasting, financial reporting, month-end close, and...

  • Structured Assets Investment Analyst

    5 days ago

    Chanhassen, Minnesota, United States Securian Financial Group Full time

    About the RoleSecurian Financial Group is seeking a highly skilled Structured Assets Investment Analyst to join our team. As a key member of our asset management team, you will be responsible for analyzing and evaluating structured assets to support the growth of our investment portfolios.Key ResponsibilitiesMarket Analysis: Conduct in-depth analysis of...

  • Security Analyst I

    3 weeks ago

    Chanhassen, United States IWCO Full time

    Description Overall Summary: The Security Analyst I participates in all aspects of IWCO's Information Security program. This includes governance, risk, and compliance (GRC), audit, security testing and assessment, third-party vendor management, event monitoring and response, awareness and training, and continuous improvement efforts. Primary...

  • Billing Analyst

    3 months ago

    Chanhassen, United States IWCO Full time

    At IWCO, we spend our days in the relentless pursuit of better ideas, better creativity and better performance across all direct response marketing channels. It’s about being impactful, disciplined and measurable, while enjoying the process, being a part of a supportive team and having some fun along the way. IWCO cares and plays an active role in our...

  • Billing Analyst

    3 months ago

    Chanhassen, United States IWCO Full time

    At IWCO, we spend our days in the relentless pursuit of better ideas, better creativity and better performance across all direct response marketing channels. It’s about being impactful, disciplined and measurable, while enjoying the process, being a part of a supportive team and having some fun along the way. IWCO cares and plays an active role in our...

  • Security Analyst I

    1 week ago

    Chanhassen, United States IWCO Direct LLC Full time

    Job DescriptionJob DescriptionAt IWCO, we spend our days in the relentless pursuit of better ideas, better creativity, and better performance across all direct response marketing channels. It’s about being impactful, disciplined, and measurable, while enjoying the process, being a part of a supportive team and having some fun along the way. IWCO cares and...

  • Security Analyst I

    3 weeks ago

    Chanhassen, United States IWCO Full time

    Description At IWCO, we spend our days in the relentless pursuit of better ideas, better creativity, and better performance across all direct response marketing channels. It's about being impactful, disciplined, and measurable, while enjoying the process, being a part of a supportive team and having some fun along the way. IWCO cares and plays an active...

  • E-Commerce Analyst

    2 weeks ago

    Chanhassen, United States The Bernard Group Inc Full time

    Job DescriptionJob DescriptionDo you want to work for a company where your co-workers are co-owners? We are 100% employee owned! Smartpress is a fast-growing online printing service, disrupting the traditional printing industry one innovation at a time. Our customers love us (seriously, google Smartpress reviews) and we love them right back, providing an...

  • Senior Data Analyst

    1 day ago

    Chanhassen, Minnesota, United States Securian Financial Group Full time

    About the RoleWe are seeking a highly skilled and experienced Data Science Consultant to join our team at Securian Financial Group. As a Data Science Consultant, you will play a key role in developing data-driven solutions to drive business outcomes and align with our Enterprise Data Strategy Vision and Operating Principles.Key ResponsibilitiesBusiness...

  • Financial Planning and Analysis Expert

    7 days ago

    Chanhassen, Minnesota, United States IWCO Direct LLC Full time

    Job Summary**About the Role**We are seeking a highly skilled Senior Financial Analyst to join our team at IWCO Direct LLC. As a key member of our Finance Department, you will play a critical role in providing financial analysis and support to drive business growth and strategic decision-making.Key Responsibilities**Financial Planning and Analysis**:...

  • iOS Software Engineer

    4 days ago

    Chanhassen, Minnesota, United States On-Demand Group Full time

    Job SummaryOn Demand Group is seeking a skilled iOS Software Engineer to join our team.About the RoleWe are looking for a talented individual with expertise in Swift UI to design, code, and test technical solutions for our mobile applications.Key ResponsibilitiesDesign and develop high-quality software components for assigned projectsWork collaboratively...