Salesforce Data Analyst

MTM LLC; United States; Remote; USD 85,000 - 110,000; Full time

Job summary

MTM LLC is seeking a hands-on Salesforce Data Analyst to support the Revenue Operations team. You will build reports, dashboards, and insights in Salesforce, including FSL, to optimize sales, field operations, scheduling, and profitability.

This individual contributor role reports to RevOps leadership and requires translating vague requests into clear, actionable solutions while maintaining data integrity and delivering timely analytics.

Qualifications

• 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.

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.

Skills

Salesforce reporting

SOQL

Requirements gathering

Data analysis

Data Loader

Excel (formulas/pivots)

Communication

Tools

Salesforce

SOQL

Data Loader

Excel

Job description

Salesforce Data Analyst

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