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Salesforce Reporting & Insights Analyst

NewEdge Wealth LLC., Stamford, CT, United States


A financial services firm is seeking a Salesforce Reporting Analyst to optimize the use of Salesforce for operational efficiency. The role involves designing dashboards and reports that provide insights into advisor performance and client engagements. The ideal candidate should have 1-2 years of experience with Salesforce and strong communication skills. This position is based in Stamford, CT or Pittsburgh, PA, with a salary range of $80,000 to $90,000 based on experience. #J-18808-Ljbffr