Business intelligence/CRM Analytics Specialist

Wissen Technology; New York (NY); Hybrid; USD 150,000 - 190,000; Full time

Benefits offered by this job

Healthcare insurance

Remote office stipend

3 weeks PTO

401K

Disability insurance

Life Insurance

Job summary

Wissen Technology in New York is seeking an AVP to lead BI and CRM analytics, transforming data into actionable business insights across revenue, marketing, and operations. The role emphasizes Salesforce CRM Analytics, data visualization, and AI-enabled decision support in a hybrid, mostly onsite environment.

You will build dashboards, predictive models, and data pipelines, collaborate with IT and business stakeholders, ensure data governance, and continuously optimize reporting processes to

Qualifications

• Bachelor’s degree in data science, Information Systems, Business or related field.
• 5-8 years of experience.
• Knowledge of Snowflake, DBT, APIs and data management Techniques.
• Proven experience in revenue operations and client analysis.
• Strong SQL skills for querying, data extraction, transformation and analysis.
• Familiarity with AI and predictive analytics within CRM platforms.
• Excellent problem-solving and communication skills.
• Ability to work independently and in a fast-paced environment.
• Proficiency in Salesforce Lightning, Analytics, and data visualization tools.

Responsibilities

• Develop CRM analytics to support stakeholders.
• Use Salesforce CRM Analytics to extract and analyze data.
• Create dashboards and reports using Salesforce Analytics and BI tools.
• Build predictive models for sales-focused data visuals.
• Collaborate with cross-functional teams on data requirements.
• Customize Salesforce workflows, automation, and integrations.
• Perform data cleaning, transformation, validation.
• Analyze customer data, sales performance, and market trends.
• Ensure data governance, compliance, and security in Salesforce.
• Conduct data analysis to identify trends and opportunities.
• Present findings clearly to stakeholders.
• Support ad-hoc data requests.
• Stay updated with industry trends in analytics.
• Develop and maintain interactive dashboards in CRMA; utilize Snowflake integration.

Skills

SQL

CRM Analytics

Salesforce Admin

Data Visualization

AI Tools

Data Cleaning

Python/R

Communication

Education

Bachelor’s degree

Graduate-level degree

Tools

Snowflake

DBT

Salesforce Analytics

APIs

Tableau

Power BI

Job description

The Wissen team continues to expand its footprint in the USA, Canada, UK, Australia, and India. More openings to come as we continue to grow the team!

Please read below for a brilliant career opportunity.

Title: AVP

Location: New York

Mode of Work: 3 days/week onsite required

Required Experience: 5- 8 years

We are seeking a skilled Business intelligence and CRM Analytics Specialist to drive data-driven business decision-making and optimize our reporting processes. The ideal candidate will have deep expertise in BI, CRM Analytics, Salesforce administration, data visualization and Ai tools. This role requires strong analytical skills, technical proficiency, and business acumen to translate data insights into actionable strategies.

Key Responsibilities:

• Develop and implement CRM analytics to support key stakeholders.
• Utilize Salesforce CRM Analytics to extract, manipulate, and analyze data to support business processes and decision-making.
• Create dashboards, reports, and visualizations using Salesforce Analytics and other BI tools.
• Build predictive models for data visualization to identify areas of core focus for our Sales teams
• Collaborate with cross-functional teams to understand data requirements and deliver customized data solutions.
• Collaborate with IT and business stakeholders to customize Salesforce workflows, automation, and integrations.
• Perform data cleaning, transformation, and validation to ensure data accuracy and integrity.
• Analyze customer data, sales performance, and market trends to provide actionable insights.
• Ensure proper data governance, compliance, and security protocols within Salesforce.
• Conduct data analysis to identify trends, patterns, and opportunities for improvement.
• Present data findings and insights to stakeholders in a clear and concise manner.
• Support ad-hoc data requests and provide analytical support for various projects.
• Stay up to date with industry trends and best practices in data analytics and visualization.
• Develop and maintain interactive dashboards and reports in CRMA, utilize snowflake integration

Required Qualifications:

• Bachelor’s degree in data science, Information Systems, Business or a related field.
• Min 5-8 years’ Experience
• Knowledge of Snowflake, DBT, API integrations and data management techniques
• Proven experience in revenue operations, builing systems to understand business development and client analysis
• Strong SQL skills for querying, data extraction, transformation, and analysis.
• Familiarity with AI and predictive analytics within CRM platforms.
• Excellent problem-solving skills with the ability to translate business needs into technical solutions.
• Strong communication skills with the ability to present insights and convey complex findings to non-technical stakeholders.
• Ability to work independently and collaboratively in a fast-paced, deadline-driven environment.
• Proficiency in Salesforce Lightning, Analytics, and data visualization tools.

Preferred Qualifications:

• Experience in analytics tools (CRM Analytics, Tableau, Power BI etc.)
• Experience in Data Warehouse (Snowflake)
• Experience in Slack, Slack Bot, Headless 360, SF Coworker, etc
• Experience in AI tools like Claude, ChatGPT, Copilot, Integrations etc
• Knowledge of other data analysis tools and programming languages (e.g., Python, R).
• Experience in the wealth management or financial services industry.
• Familiarity with data governance and data security best-practices.
• Salesforce certifications (e.g., Salesforce Administrator, Salesforce Business Analyst, Salesforce CRM Analytics & Einstein Discovery Consultant) are a plus
• Healthcare insurance for you and your family (medical, dental, vision).
• Short / Long term disability insurance.
• Life Insurance.
• Accidental death & disability Insurance.
• 401K.
• 3 weeks of Paid Time Off.
• Support and fee coverage for immigration needs.
• Remote office set up stipend.
• Support for industry certifications.
• Additional cash incentives.
• Re-skilling opportunities to transition between technologies.

Schedule: Monday to Friday

Work Mode: Hybrid

Job Type: Full-time

We are: A high end technical consulting firm built and run by highly qualified technologists. Our workforce consists of 5000+ highly skilled professionals, with leadership from Wharton, MIT, IITs, IIMs, and NITs and decades of experience at Goldman Sachs, Morgan Stanley, MSCI, Deutsche Bank, Credit Suisse, Verizon, British Telecom, ISRO etc. Without any external funding or investments, Wissen Technology has grown its revenues by 100% every other year since it started as a subsidiary of Wissen Group in 2015. We have a global presence with offices in the US, India, UK, Australia, Mexico, and Canada.

You are: A true tech or domain ninja. Or both. Comfortable working in a quickly growing profitable startup, have a "can do" attitude and are willing to take on any task thrown your way.

You will:

• Develop and promote the company’s culture of engineering excellence.
• Define, develop and deliver solutions at a top tier investment bank or another esteemed client.
• Perform other duties as needed

Your Education and Experience:

• We value candidates who can execute on our vision and help us build an industry-leading organization.
• Graduate-level degree in computer science, engineering, or related technical field
• Wissen embraces diversity and is an equal opportunity employer. We are committed to building a team that represents a variety of backgrounds, skills, and abilities. We believe that the more inclusive our team is, the better our work will be. All qualified applicants, including but not limited to LGBTQ+, Minorities, Females, the Disabled, and Veterans, are encouraged to apply.

The Wissen Group was founded in the year 2000. Wissen Technology, a part of Wissen Group, was established in the year 2015. Wissen Technology is a specialized technology company that delivers high-end consulting for diverse industries, including Banking, E-commerce, Telecom, Healthcare, Manufacturing, and Energy. We help clients build world-class products. We have offices in the US, India (Bangalore, Hyderabad, Chennai, Gurugram, Mumbai, Pune), UK, Australia, Mexico, Vietnam, and Canada.

We empower businesses with a dynamic portfolio of services and accelerators tailored to today’s digital demands and based on future ready technology stack. Our services include Industry Leading Custom Software Development, AI-Driven Software Engineering, Generative AI & Machine Learning, Real-Time Data Analytics & Insights, Interactive Data Visualization & Decision Intelligence, Intelligent Process Automation, Multi-Cloud & Hybrid Cloud Strategies, Cross-Platform Mobile Experiences, CI/CD-Powered Agile DevOps, Automated Quality Engineering, and cutting-edge integrations.

Certified as a Great Place to Work for five consecutive years (2020-2025) and recognized as a Top 20 AI/ML vendor by CIO Insider, Wissen Group has delivered multimillion-dollar projects for over 20 Fortune 500 companies. Wissen Technology delivers exceptional value on mission-critical projects through thought leadership, ownership, and reliable, high-quality, on-time delivery.

Our industry-leading technical expertise stem from the talented professionals we attract. Committed to fostering their growth and providing top-tier career opportunities, Wissen ensures an outstanding experience and value for our clients and employees.

We Value:

• Perfection: Pursuit of excellence through continuous improvement.
• Curiosity: Fostering continuous learning and exploration.
• Respect: Valuing diversity and mutual respect.
• Integrity: Commitment to ethical conduct and transparency.
• Transparency: Open communication and trust.

Wissen Thought leadership: https://www.wissen.com/articles/

Employee Speak:

https://www.wissen.com/blog/we-work-on-highly-complex-technology-projects-here-is-how-it-changes-whom-we-hire/

Wissen: A Great Place to Work

https://www.wissen.com/blog/here-is-what-ownership-and-commitment-mean-to-wissenites/

A technology consultancy that drives digital innovation by connecting strategy and execution, helping global clients to strengthen their core technology.