CRM Analytics Engineer

Vector Solutions; Pasig; On-site; PHP 1,000,000 - 1,800,000; Full time

Job summary

Vector Solutions is seeking a hands-on CRM Analytics Engineer to build and maintain the analytics foundation that powers revenue growth within Salesforce and CRMA. You will shape datasets, dataflows, dashboards, and reporting that Sales, Marketing, and Customer Success rely on to measure performance.

The ideal candidate translates complex revenue workflows into durable data products, partners with the Revenue Analytics team, and delivers scalable analytics solutions that support planning,

Qualifications

• 3+ years in data or sales analytics, BI, revenue operations in a B2B SaaS setting.
• Hands-on experience with Salesforce CRMA / Einstein Analytics.
• Ability to translate business needs into durable data models and data products.

Responsibilities

• Build and maintain CRM Analytics datasets, recipes, dataflows, and related resources.
• Define dataset grain, joins, relationships, transformations, and calculated fields.
• Integrate data across bookings, pipeline, renewals, accounts, customers, products, and financial plans.
• Support planning, forecasting, and scenario analysis with analytical resources.
• Troubleshoot CRMA dataflows and dashboards; ensure data quality.

Skills

CRMA

SQL/SAQL

Data modeling

Forecasting

Stakeholder comms

Documentation

Tools

Salesforce CRM

CRMA dashboards

Dataflows

Job description

Job Description:

Vector Solutions is a leading, AI-enabled, performance platform powering safe, compliant, and efficient operations for the public, educational, and commercial sectors. We bring training, safety, and workforce operations together to boost readiness, reduce risk, and drive high-performance results for the everyday heroes who count on us.

Vector Solutions is seeking a hands‑on CRM Analytics Engineer to help build and maintain the analytics foundation that powers revenue growth. Working within Salesforce and CRM Analytics (CRMA), you will support the datasets, dashboards, and reporting that Sales, Marketing, and Customer Success rely on to measure performance and make data-driven decisions.

This is a hands‑on technical role for an analytics engineer who can translate complex revenue workflows and business processes into scalable, reliable data models and transformations. You will partner with Revenue Analytics team members, business partners, and stakeholders to build and maintain the dataflows, recipes, dashboards, and analytical resources that support critical planning, forecasting, and revenue decisions. The ideal candidate brings practical experience designing production‑grade analytics solutions and can independently turn business needs into durable data products.

What You'll Do:

Analytical Data Modeling

• Build and maintain CRM Analytics datasets, recipes, dataflows, and related analytical resources.
• Define appropriate dataset grain, joins, relationships, transformations, and calculated fields.
• Create reusable data structures that support multiple analytical use cases.
• Help integrate data across bookings, pipeline, renewals, accounts, customers, products, activities, quotas, targets, and financial plans.
• Apply consistent, documented metric definitions so revenue metrics are interpreted the same way across teams.
• Monitor data model performance, scalability, and maintainability, escalating design questions as needed.

Operating Plans & Forecasts

• Build and maintain analytical structures that support annual plans, quarterly targets, quotas, forecasts, and scenario analysis.
• Integrate plan, actual, forecast, and prior-period data into reliable analytical resources.
• Support forecasting resources for bookings, pipeline, renewals, retention, and customer health outcomes.
• Develop resources that help users analyze gaps to plan, forecast movement, coverage, and performance drivers.
• Support business partners and Finance by building the analytical resources behind planning and forecasting requirements.
• Flag technical or data limitations that affect forecast accuracy and recommend improvements.

Salesforce & CRM Analytics Solutions

• Design and implement CRMA applications, dashboards, lenses, analytical workflows, and reusable components that communicate KPIs and operational performance for GTM, Sales, and CX.
• Evaluate and implement Salesforce fields, objects, relationships, or configurations needed for analytical use cases, coordinating with Revenue Systems and established change-control processes.
• Turn recurring business needs into governed, reusable Salesforce and CRMA capabilities rather than repeated one‑off requests.
• Build solutions that may combine dashboards, workflows, automation, alerts, and AI features, and help determine when a need is best met through configuration, analytics, process change, or automation.
• Troubleshoot and resolve issues with CRMA dataflows, dashboards, and performance.
• Stay current on Salesforce and CRMA platform capabilities and best practices.

Technical Solution Design

• Help translate defined business requirements into technical solutions, working with business partners to clarify use cases, users, decisions, and expected workflows.
• Contribute to evaluating solution approaches, learning to weigh tradeoffs across speed, complexity, usability, and maintenance.
• Build prototypes and proof‑of‑concept solutions, with direction from senior team members on more complex problems.
• Keep solutions connected to the intended business outcome and help identify dependencies across source data, Salesforce configuration, and other systems.

Data Quality & Governance

• Develop and maintain data‑quality checks, reconciliation methods, and validation processes.
• Investigate discrepancies across Salesforce, CRMA, Finance, and other reporting sources.
• Document datasets, transformations, calculations, assumptions, and dependencies, and help maintain governed metric definitions.
• Follow testing and change‑control practices for production analytical resources and help assess the impact of proposed changes.
• Monitor refreshes, failures, data completeness, and performance, and support data hygiene and capture best practices.

Analytical Enablement

• Build resources that let business partners investigate data independently, without unnecessary technical dependencies.
• Provide guidance on the appropriate use of datasets, fields, metrics, filters, and analytical tools, and explain data‑model limitations, methodology, and lineage.
• Convert repeated analysis needs into reusable datasets, metrics, dashboards, or applications.
• Translate data into clear insights and narratives for stakeholders and support business partners during user acceptance testing and adoption.

What We're Looking For:

• 3+ years of experience in data or sales analytics, business intelligence, revenue operations, or a comparable role, ideally within a B2B SaaS environment.
• Hands‑on experience with Salesforce CRM Analytics (CRMA / Einstein Analytics): building datasets, dashboards, lenses, recipes/dataflows, and bindings.
• Working knowledge of the Salesforce platform (objects, fields, relationships) and comfort making configuration changes within established change‑control processes.
• Experience using SAQL, SQL, or a similar language for data transformation and validation, with the aptitude to deepen it.
• Solid analytical skills and attention to detail, with the ability to turn data into clear insights and to spot and reconcile discrepancies.
• Working understanding of GTM/revenue operations: pipeline, forecasting, quotas, renewals, and plan‑vs‑actual reporting.
• An organized approach to documentation and good communication skills, with comfort presenting findings to team members and stakeholders.
• A collaborative, curious mindset and the ability to work effectively across functions.

Preferred:

• Experience supporting forecasting, operating plans, or FP&A-style analytics.
• Familiarity with automated reporting or reusable analytics frameworks within a Salesforce ecosystem.
• Exposure to data governance or change‑management practices.

What We Value:

• Teamwork - Above all, we’re a team. We give and value feedback. We support each other, respect each other and work together to accomplish our common goals and serve our customers. Once we make decisions, we align behind them as a team.
• Customers First - Our customers’ success is our success. They are why we are here. We work to earn the trust of our customers and always deliver on our commitments.
• Make a Difference - It’s not a job, it’s a calling. We have passion for our mission, for our customers, for our work, and for sharing a fulfilling experience with our fellow team members.
• Inclusiveness - Uniqueness is powerful. We support an environment of respect, belonging, and community that promotes a variety of perspectives and crucial conversations, leading to better outcomes.
• Act Now - We act with urgency. The best time to get something important done is now. We don’t wait and let perfection be the enemy of good.
• Curiosity - We love a good challenge. We’re scrappy, we stretch ourselves to be the best, ask questions, learn from our mistakes, and are dedicated to continually improving and growing.
• Ownership - We own the outcome and don’t pass the buck. The score matters. We hold ourselves and each other accountable. We treat company resources like they are our own.

Who We Are:

Vector Solutions is the leading provider of SaaS-based, mobile enabled management solutions empowering customers in the public, educational and commercial sectors to make safer, smarter, better decisions. Each day from start to finish, Vector Solutions’ comprehensive, end to end suite equips everyday heroes across industries including fire and EMS services, law enforcement, municipalities and public works, K-12, higher ed and special education providers with mission‑critical software and content encompassing training, workforce and risk management, and operational readiness.

We have ~700 team members globally, headquartered in Tampa, FL with additional offices in Cincinnati, OH, Bloomington, IN, New York, NY, San Diego, CA and Manila, Philippines. Our mission is to empower everyday heroes in the public, educational and commercial sectors to make safer, smarter, and better decisions.

Requirements: