Salesforce Reporting Specialist
2 weeks ago
Our client is looking for a Salesforce expert who thrives on transforming business requirements into actionable insights. You are someone who knows the platform inside‑out, understands how to tell a story with data, and enjoys empowering teams to make data‑driven decisions.
Key Responsibilities
- Design & Develop Reports and Dashboards:Build and maintain custom Salesforce (Sales Cloud) reports and dashboards that align with evolving business priorities.
- Ensure Data Quality:Validate data accuracy, maintain consistent naming conventions, and implement reporting best practices to ensure trusted insights.
- Collaborate Across Teams:Partner with global reporting teams, business leaders, and end users across Marketing, Operations, and Client Services to translate reporting needs into clear, effective solutions.
- Leverage Power BI:When needed, use Power BI to create supplemental visualizations using Salesforce and external data sources.
- Enable Users:Provide user guidance, brief training sessions, and documentation to promote self‑service reporting and enhance data literacy across the team.
- Consult and Advise:Act as a trusted reporting expert during the engagement — coaching team members and recommending improvements to data and reporting processes.
Qualifications
- Bachelor’s degree in Business, Information Systems, Data Analytics, or a related field (preferred).
- 5+ years of hands‑on Salesforce Sales Cloud experience, with a focus on advanced reporting and dashboard creation.
- Solid understanding of Sales Cloud objects and relationships (Leads, Opportunities, Accounts, etc.).
- Proven ability to translate business questions into insightful, data‑driven reports.
- Experience usingPower BIor similar tools for cross‑platform reporting.
- Salesforce Administrator or Business Analyst certification (asset).
- Experience in a professional services or consulting environment (asset).
- Strong communication, collaboration, and stakeholder management skills.
- Detail‑oriented, analytical, and proactive problem‑solver able to adapt to shifting priorities.
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