Salesforce Deal Pipeline Analyst & Data Insights

Marlabs; New York (NY); On-site; USD 80,000 - 100,000; Full time

Job summary

A financial technology company in New York seeks a Salesforce Business Analyst to enhance their Deal Pipeline team's efficiency. This role involves gathering and analyzing requirements, building reports, and ensuring data integrity across the sales platform. The ideal candidate should have strong experience with Salesforce, excellent analytical skills, and a commitment to data quality. Proficiency in Excel, Power BI, and SQL is essential. The role offers a chance to impact business processes significantly.

Qualifications

• Experience with Salesforce, Deal Cloud, and deal pipeline systems.
• Solid background in finance industry, especially PE funds.
• Ability to create meaningful Visio diagrams from descriptions.
• Proficiency in Excel functions like VLOOKUP and SUMIF.
• Expertise in Power BI for interactive reporting.

Responsibilities

• Gather requirements and build reports for the business users.
• Maintain data quality by analyzing various datasets.
• Support the IT team in documentation and troubleshooting.

Skills

Strong experience with Deal pipeline systems

Experience in deal origination and pipeline management

Visio

Excel Pivot Tables

Power BI

SQL

Deep understanding of data connections

Technical communication

Collaborative problem-solving

Meticulous attention to detail

Commitment to data quality

Job description

A financial technology company in New York seeks a Salesforce Business Analyst to enhance their Deal Pipeline team's efficiency. This role involves gathering and analyzing requirements, building reports, and ensuring data integrity across the sales platform. The ideal candidate should have strong experience with Salesforce, excellent analytical skills, and a commitment to data quality. Proficiency in Excel, Power BI, and SQL is essential. The role offers a chance to impact business processes significantly.