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