About this role

Elicit and clarify requirements from non-technical stakeholders (sales, project managers, finance and Leadership).
Build/maintain reports, dashboards, formulas, validation rules, and flows in Salesforce.
Investigate and fix data issues (e.g., discrepancies in jobs, commissions, duplicates).
Deliver insights on metrics like job profitability, technician performance, scheduling efficiency, and lead-to-install funnels.
Perform ad-hoc analysis using SOQL, Data Loader, or Excel.
Maintain data integrity and document solutions.
Partner with RevOps Project Manager to prioritize and clear reporting backlog.

Hands-on Salesforce experience focused on reporting/analytics.
Advanced proficiency in Salesforce reports/dashboards and SOQL.
Strong requirements-gathering skills for ambiguous requests.
Analytical mindset for large datasets and discrepancy resolution.
Proficiency with Data Loader, Excel (advanced formulas/pivots).
Excellent communication with non-technical users.
Integration experience (e.g., ERP, billing tools).
Basic Flow Builder knowledge.
Experience with Field Service Lightning (FSL).
Experience using Power BI to build dashboards, reports, and actionable business insights.
Familiarity with AI agents and their practical use in business workflows, automation, analysis, or decision support.

Salesforce Data Analyst

Key skills