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Salesforce Reporting & Adoption Analyst

NewEdge Advisors, Stamford, CT, United States


A financial advisory firm is seeking a Salesforce Reporting Analyst to optimize Salesforce as a data-driven platform. This role involves designing and maintaining reports and dashboards that drive operational efficiency. The ideal candidate will gather insights from users, deliver training on Salesforce features, and enhance reporting solutions. The position requires 1-2 years of experience with Salesforce, excellent communication skills, and knowledge of the financial services industry. The role is based in Stamford, CT with an annual salary range of $80,000 to $90,000. #J-18808-Ljbffr