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Salesforce Business Analyst

2 months ago

Frisco, United States Crete United Full time
Position Summary

We are seeking a Salesforce Business Analyst with a background in business analytics and systems to join our Business Analytics team. The primary responsibility of this role is to perform in-depth analysis for sales and operations verticals to identify opportunities to measurably improve performance leveraging Salesforce. This role will work closely with the VP of National Sales in analyzing the performance of our pipeline and tracking key metrics and sales performance. An ideal candidate will be someone who thrives in an entrepreneurial environment and possesses strong technical skills with a deep understanding of how data works.

Key Deliverables and Responsibilities

  • Support business leaders with in-depth analysis on key business decisions (sales, financial, and operational data).
  • Use data analysis to identify pipeline challenges and opportunities as well as sales strategies to improve performance.
  • Manage Salesforce and Power BI applications and maintain data integrity.
  • Support Salesforce and Power BI users and provide training as needed.
  • Create new reports upon request.
  • Assist in month-end reporting process as needed.
  • Learn, understand, and analyze construction project accounting, work-in-progress schedules, and other industry specific metrics.
  • Create and implement new processes and procedures that are scalable to enable growth in the company.
  • Work with Business Intelligence team to organize complicated data requests into a concise data model.
  • Leverage data models to present dashboards and monthly reports in a clean and concise manner (we are professional storytellers).
  • Manage complex data uploads for reporting accuracy.
  • Communicate clearly and effectively across multiple levels of the business.
  • Other duties as assigned.
Position Requirements

Minimum
  • Bachelor's Degree in Accounting / Finance/Financial Systems or related discipline.
  • 2+ years of experience in an analytics or finance role.
  • 2+ years of SQL, Power BI, or other data modeling experience.
  • Experience with Salesforce
  • Advanced proficiency with Excel (pivot tables, VLOOKUP's, sumifs, macros, data modeling etc.).
  • Self-motivated and able to execute in a fast-paced environment.
Compensation and Benefits
  • $70 to $100k DOE and annual performance-based bonus structure,
  • Medical, Dental Life, Disability Insurance
  • 401k with employer match
  • Unlimited PTO
  • Opportunities for career advancement


Crete United is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.