Salesforce Data Analyst
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