Salesforce Data Analyst

MTM LLC; Town of Texas (WI); On-site; USD 70,000 - 90,000; Full time

Job summary

A home remodeling business is seeking a hands-on Salesforce Data Analyst for their Revenue Operations team. The role involves building reports and dashboards using Salesforce, focusing on supporting sales and field operations. Responsibilities include gathering requirements from non-technical stakeholders, performing data analysis, and ensuring data integrity. Ideal candidates will have strong Salesforce experience, advanced skills in data analysis tools, and excellent communication abilities. This position offers the opportunity to work closely with leadership for impactful insights.

Qualifications

• Hands-on Salesforce experience focused on reporting/analytics.
• Strong skills in requirements-gathering for ambiguous requests.
• Advanced proficiency in Data Loader and Excel, including formulas.

Responsibilities

• Elicit and clarify requirements from non-technical stakeholders.
• Build and maintain reports and dashboards in Salesforce.
• Investigate and resolve data discrepancies.

Skills

Salesforce experience focused on reporting/analytics

Proficiency in Salesforce reports/dashboards

Requirements-gathering skills

Analytical mindset

Proficiency with Data Loader and Excel

Excellent communication skills

Tools

Salesforce

Excel

SOQL

Power BI

Job description

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