Remote Salesforce Data & Revenue Operations Analyst

Alliant Insurance Services; Irvine (CA); On-site; USD 85,000 - 120,000; Full time

Job summary

Alliant Insurance Services is seeking a Salesforce Data Quality Analyst to ensure the accuracy and integrity of Salesforce opportunity data and its alignment with Finance processes. The role partners with Sales and Finance to support revenue reporting, recognition, and process improvements.

The candidate will audit opportunity data, resolve discrepancies, and develop dashboards to monitor data quality. Strong Excel skills and cross-team communication are essential in this remote-enabled role.

Qualifications

• Bachelor's Degree in Finance, Accounting, Business Administration, Information Systems, or related field.
• Three (3) or more years experience in Sales Operations, Finance Operations, Revenue Operations, Business Operations, or a related role.
• Experience working within a Finance, Accounting, Sales Operations, or Revenue Operations organization.

Responsibilities

• Perform regular reviews and audits of Salesforce opportunity data to identify incomplete, inaccurate, or erroneous information.
• Research and investigate opportunity discrepancies with Sales and other business users to resolve issues.
• Partner with Finance, Sales, Operations and other stakeholders to ensure data supports revenue reporting and recognition.
• Support month-end and quarter-end processes by reviewing opportunity information for completeness and accuracy.
• Escalate potential revenue recognition or system-related issues to Finance, Accounting, Salesforce, or IT teams.
• Develop and maintain reports and dashboards to monitor opportunity accuracy and data quality.
• Monitor recurring errors and recommend process improvements to reduce issues.
• Serve as a business-facing Salesforce resource within Finance and guide data-entry practices.

Skills

Salesforce reporting

Salesforce dashboards

Data reconciliation

Revenue recognition

Financial reporting

Billing processes

Sales lifecycle

Data auditing

Analytical skills

Excel proficiency

Education

Bachelor's degree in Finance/Accounting/Business/IS

Job description

Alliant Insurance Services is seeking a Salesforce Data Quality Analyst to ensure the accuracy and integrity of Salesforce opportunity data and its alignment with Finance processes. The role partners with Sales and Finance to support revenue reporting, recognition, and process improvements.

The candidate will audit opportunity data, resolve discrepancies, and develop dashboards to monitor data quality. Strong Excel skills and cross-team communication are essential in this remote-enabled role.