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

Salary: $90,000 – $110,000 / year
Originally posted on Himalayas