Salesforce Data Analyst
MTM LLC, Granite Heights, WI, United States
Job Summary
Hands-on Salesforce Data Analyst needed for our Revenue Operations team in a home remodeling business. Focus: Build reports, dashboards, and insights using Salesforce (including Field Service Lightning - FSL) to support sales, field operations, scheduling, and profitability. Excel at translating vague user requests into clear solutions. Individual contributor role reporting to RevOps leadership. Key Responsibilities
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. Required Skills
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. Preferred
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
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Hands-on Salesforce Data Analyst needed for our Revenue Operations team in a home remodeling business. Focus: Build reports, dashboards, and insights using Salesforce (including Field Service Lightning - FSL) to support sales, field operations, scheduling, and profitability. Excel at translating vague user requests into clear solutions. Individual contributor role reporting to RevOps leadership. Key Responsibilities
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. Required Skills
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. Preferred
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
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