Senior Salesforce Analyst
CurrentCarrying out data reporting, report maintenance, report automation, ETL processes for sales & marketing teams. Performing system integration and maintaining data warehouse. Maintaining a daily reporting dashboards in Salesforce for campaign, channel, ROI, and BDR performance. Collaborating with sales and operation teams to improve teams' data needs in order to meet end to end customer journey insights in the data warehouse.Creating of ABM dashboards for key KPIs such as contact growth, account engagement, pipeline per account, etc. Developing marketing models for planning and KPI setting. Salesforce configuration and setup, ensuring company information, policies and securities are up to date. Working with a cross-functional team to provide business recommendation through data-driven insights and analytics initiatives. Ensuring optimal performance of salesforce systems and products. Managing salesforce roles, profiles, sharing rules, permissions, workflows and groups. Working with sales and marketing to ensure fields and page layouts are kept up-to-date, adding new fields as needed. Maintaining APPs as well as building custom reports and dashboards. Carrying out database maintenance tasks, including diagnostic tests, duplicate entry cleaning. Creating reports to other departments are required. Salesforce configuration and setup, updates and providing training and support. Configure and maintain Salesforce system and org.Create and manage users and permission. Creating custom reports and dashboard that can be used to identify trends and opportunities. Set up sales reporting and supporting automation. Responsible for keep Salesforce features and functionality up to date. Creating documentation for important processes. Working with cross-functional team on system integrations and troubleshooting. Help in supporting business processes, forecasting, KPI tracking and account planning with the CRM platform.
