Salesforce Analyst

Job
Description/Responsibilities:

Responsible for
Salesforce reporting, dashboards, data governance, integrations, and
operational support to enable accurate pipeline, forecasting, pricing, and
territory analytics. Works with sales leadership and operations to maintain CRM
hygiene, automate workflows, and deliver actionable insights.

Key Responsibilities:

• Design,
  build, and maintain reports and dashboards (pipeline, forecast, MBR, ASP,
  velocity, conversion, stage/close‑date risk).
  
• Create
  and enforce data governance policies; oversee Salesforce data hygiene and
  validation checks (accounts, opportunities, ownership, stages).
  
• Identify
  and remediate duplicates; perform account classification and territory/ZIP
  reassignment.
  
• Support
  rep onboarding with CRM training and manage SFDC Chatter.
  
• Prepare
  rep 1:1 pipeline packs and campus/forecast/close‑date risk reports.
  
• Monitor
  past‑due opportunities; track pipeline velocity and opportunity to win
  conversion metrics; analyze sales cycle length and stage conversions.
  
• Build
  and maintain Salesforce workflows, automation (DocuSign, sold storage),
  and integrations (SAGE, e‑commerce, 3rd‑party portals).
  
• Manage
  annual pricing uploads (Salesforce and external portals) and product
  uploads for NPI.
  
• Develop
  pricing inquiry tools and ASP monitoring dashboards.
  
• Support
  ongoing dashboard updates, performance tuning, and integration
  improvements.
  

Skills &
Qualifications:

• 6 years
  Salesforce administration/analytics experience (or appropriate level for
  your hiring band).
  
• Strong
  SOQL/reporting skills; experience building complex reports, dashboards,
  and reporting frameworks.
  
• Experience
  with data governance, deduplication tools, and data quality processes.
  
• Hands‑on
  with Salesforce automation (Flows, Process Builder, Workflow Rules) and
  integrations (APIs, middleware, SAGE, DocuSign).
  
• Experience
  with pricing/product uploads and e‑commerce/3rd‑party portal integrations
  is a plus.
  
• Solid
  Excel/BI skills (pivot tables, VLOOKUP/XLOOKUP, Power Query); familiarity
  with BI tools desirable.
  
• Strong stakeholder communication, business‑analysis, and training capabilities.
  
• Salesforce
  admin certification (ADM‑201/201/PDX) or equivalent preferred.