Salesforce Business Intelligence Analyst

Summary

Join Chartbeat as a Salesforce Business Intelligence Analyst and leverage your analytical skills to drive data-driven decisions. Reporting to the Revenue Operations team, you will create impactful reports and dashboards using Salesforce, CRM Analytics, and other tools. Your expertise will optimize data systems and fuel business growth. This remote position offers a competitive compensation package, including comprehensive health insurance, 401k matching, generous parental leave, and unlimited PTO. You will collaborate with cross-functional teams, analyze data, and ensure data accuracy and integrity. The role requires a BS/BA degree, 3-5 years of Salesforce experience, and strong SQL/SOQL skills.

Requirements

• BS/BA degree in Business, Information Technology, Finance, or a related field, or equivalent professional experience
• 3-5 years of experience working in Salesforce with a focus on data analytics and business intelligence. Experience with CPQ is a plus
• Proficiency in Salesforce CRM Analytics preferred, experience with other BI tools like Tableau, Power BI, or similar can suffice for the right candidate
• Strong skills in querying and manipulating data via SQL/SOQL and Excel/Google sheets. Experience with Salesforce data
• Analytical mindset with excellent problem-solving skills and the ability to present complex data clearly and effectively

Responsibilities

• Collaborate with cross-functional teams to gather requirements and deliver actionable dashboards and reports using standard Salesforce reports along with CRM Analytics
• Analyze and interpret data from Salesforce and related platforms to drive decision-making and process improvements
• Support the design, implementation, and maintenance of Salesforce BI tools and integrations with third-party systems, including Snowflake
• Ensure Salesforce data accuracy and integrity by monitoring data pipelines and creating automated checks for discrepancies
• Work closely with business stakeholders to identify opportunities for leveraging data insights to solve business challenges
• Maintain and develop Salesforce reports and dashboards, enabling visibility into KPIs and business performance
• Provide training, documentation, and support to end-users to maximize adoption of BI tools and analytics

Preferred Qualifications

Salesforce certifications including as CRM Analytics/Einstein Discovery Consultant, Salesforce Business Analyst, Salesforce Administrator preferred

Benefits

• Comprehensive Health, Dental, and Vision Insurance
• 401K with company match (100% of the first 3% and 50% of the next 2%)
• Fully Paid Parental Leave - 18 weeks for birthing parents, 12 weeks for non-birthing parents
• Phone and internet stipend
• Wellness, learning, and coworking reimbursements
• Flexible work hours
• Unlimited PTO
• 11 paid holidays and December holiday closure
• Company-wide outings