Salesforce Business Intelligence Analyst

Summary

Join Chartbeat, a data-driven company focused on connecting publishers with valuable insights, as a Salesforce Business Intelligence Analyst. This role is key to data-driven decision-making, leveraging Salesforce, CRM Analytics/Tableau, and other tools to create impactful reports and dashboards. You will collaborate with cross-functional teams, maintain and develop reports, support BI tool implementation, and ensure data accuracy. The position requires a BS/BA degree, 3-5 years of Salesforce experience with a focus on data analytics, and proficiency in Salesforce CRM Analytics and/or Tableau. Chartbeat offers a competitive compensation plan including comprehensive health insurance, 401k matching, parental leave, flexible work hours, unlimited PTO, and more.

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 required. Experience with Salesforce CPQ data is a plus
• Analytical mindset with excellent problem-solving skills and the ability to present complex data clearly and effectively
• Experience working with and analyzing SaaS metrics
• Proficiency in Salesforce CRM Analytics and/or Tableau required. Both strongly preferred
• Strong skills in querying and manipulating data via Excel/Google Sheets and SQL/SOQL. Experience with SAQL is a plus

Responsibilities

• Collaborate with cross-functional teams to gather requirements and identify opportunities for leveraging data insights to solve business challenges
• Maintain and develop actionable reports, dashboards, and ad-hoc analyses enabling visibility into SaaS KPIs and business performance via standard Salesforce reports, Excel, CRM Analytics, and soon Tableau
• Support the design, implementation, and maintenance of Salesforce BI tools and integrations with third-party systems
• Drive the migration from CRM Analytics to Tableau in line with Salesforce’s planned merging of the two tools, ensuring continuity of key KPI dashboards
• Ensure data accuracy and integrity via automated checks and monitoring
• Provide training, documentation, and support to end-users to maximize adoption of tools and analytics

Preferred Qualifications

Salesforce certifications including CRM Analytics/Einstein Discovery Consultant, Salesforce Business Analyst, Salesforce Administrator preferred. Tableau certifications are a plus

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