Salesforce Data Analyst
3 days ago
As a Salesforce Data Analyst at Stealth Monitoring, you will be responsible for the day-to-day support, maintenance, and improvement of our CRM and supporting platforms and technology. This role is part technical support, part data analyst, and part CRM admin, focused on maintaining clarity and order in a fast-growing CRM and the supporting marketing/sales/ops tech stack.
Duties & Responsibilities:
- Serve as a delegated system administrator for the Salesforce environment, supporting more than 650 users, liaising with Sales, Customer Success, Finance, and Operations.
- Handle all basic administrative functions including user maintenance, generation of reports and dashboards, and other routine tasks.
- Assist users with daily inquiries, system bugs and data discrepancies
- Gather detailed requests for improvements or changes to the system, and partner with the team to support implementation of new features and user requirements.
- Assist sales & marketing teams with CRM reports and data management, building and maintaining outreach lists for up to several dozen sales and inside sales colleagues.
- Maintain a series of cadenced audits, keeping data clean and providing the ability for reporting to sustain a high level of accuracy regardless of user and/or automation error.
- Helping with strategic list acquisition across various verticals to enable growth, cleaning records across lists from vendors, events, and other sources and prepping them for upload to our sales database.
- Partner with and support other elements of sales ops for reporting, data cleansing, de-duplication, data uploads, large batch record edits, and more.
- Any additional ad-hoc help for colleagues in the marketing team, including potential help with events, software, or other tasks.
Requirements:
- Salesforce.com (or equivalent CRM) power-user/admin experience +2 years
- Demonstrable excel power user skillset, including but not limited to v/x/hlookup, iserror(), isnumber(), textjoin(), and other logic and mathematical functions.
- Demonstrable excel & CRM familiarity with pivot tables and other similar visual reporting tools to display/reconcile large amounts of data.
- Strong ability to meet deadlines and handle and prioritize simultaneous requests.
- Creative and analytical thinker with strong problem-solving skills.
- Must demonstrate ability to communicate effectively verbally and in writing with all levels of the organization.
- Ability to critically evaluate and prioritize information gathered from multiple sources and reconcile conflicts.
- Ability to assess the impact of new requirements on Salesforce and other integrated systems.
- College degree or equivalent relevant work experience required.
- One to two years of experience as a CRM administrator or data specialist preferred.
- A documented history of successful project completion.
- A demonstrated ability to understand and articulate complex processes.
- A strong MS Excel background and skillset.
- A strong understanding of the Salesforce (or equivalent CRM) platform preferred, with the ability to build new/understand existing reports, assist other users as a delegated administrator, and manage data records with a high degree of focus and accuracy.
- Highly intelligent and able to quickly pick up and learn new software platforms and applications, as well as a high amount of interest in marketing technology and affinity for sales data.
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