Specialist, Data Analytics

Lincoln Financial Group; Radnor (Delaware County); Hybrid; USD 56,000 - 100,000; Full time

Job summary

Lincoln Financial Group in Radnor, PA is seeking a Specialist, Data Analytics to join the Workplace Solutions Data Analytics Management team to support Salesforce reporting for marketing, CRM, and sales teams.

You will drive automation and efficiency as you develop reporting solutions that drive business decisions and inform leadership on insights, acting as a resource to stakeholders and identifying complex data patterns.

Qualifications

• 2+ years of Salesforce experience.
• Experience building reporting solutions in Salesforce clouds (Sales Cloud, Marketing Cloud, etc).
• Usage of AI tools to assist with data visualization.
• 1-3+ years in a technical data/analytics role.
• Ability to work with data from multiple systems and generate insights for decision making.
• Bachelor’s degree in Computer Science, Data Analytics, Information Systems, or related field or equivalent work experience.

Responsibilities

• Creates and maintains Salesforce reports for marketing, CRM, and sales teams.
• Develops analytical solutions using data, analytics, and reporting to generate insights for stakeholders.
• Partners with business stakeholders and the analytics org to support value-driven data insights aligned with priorities.
• Analyzes datasets, variances, and trends to inform business decisions and initiatives.
• Supports data integrity within dashboards/reports and improves data quality across sources.
• Designs, builds, and tests dashboards, reports, semantic layers.

Skills

Salesforce

Data analytics

AI tools

Data integration

Data analysis

Bachelor's degree

Education

Bachelor's degree in Computer Science, Data Analytics, Information Systems, or related field

Graduate degree (preferred)

Tools

SQL

Tableau

Power BI

Python/R

Job description

Be Aware of Fraudulent Recruiting Activities: Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team [e-mail] if you encounter a recruiter or see a job opportunity that seems suspicious.

Select how often (in days) to receive an alert:

Alternate Locations: Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Omaha, NE (Nebraska)

Work Arrangement:

Hybrid : Employee will work 3 days a week in a Lincoln office

Relocation assistance:is not available for this opportunity.

Requisition #:76278

The Role at a Glance

We are excited to bring on a Specialist, Data Analytics to our Workplace Solutions Data AnalyticsManagement team to support Salesforce reporting for marketing, customer relationship, and salesteam.

Background Details
Workplace Solutions Data Analytics Management is a growing team that is focused on the sourcing,development, maintenance, and delivery of data and reporting/analytics solutions to drive ouremployer and employee benefit and retirement teams.

In the Specialist, Data Analytics role you will be a member of an experienced team providingreporting, data, and analytics solutions. You will drive automation and efficiency as you developreporting solutions that drive business decisions and inform leadership on insights. You will act asa resource to internal/external stakeholders and identify complex data patterns and trends.

What you'll be doing

• Creates and maintains reports within Salesforce for marketing, customer relationship, andsales teams.
• Develops analytical solutions using data, analytics, and reporting to generate insights for business stakeholders.
• Partners with business stakeholders and the analytics organization to support value-driven data insights aligned with strategic priorities.
• Analyzes datasets, variances, and trends in financial and business operations and helps formulate recommendations to support business initiatives and management decisions.
• Supports data integrity within dashboards and reports and assists in developing procedures to improve the quality and accuracy of information from multiple data sources.
• Maintains an understanding of how data within various systems is used and integrates multiple data elements into usable formats to support decision-making.
• Assists in identifying and implementing process improvements that enhance data quality and efficiency across the team, department, and/or business unit.
• Designs, builds, and tests dashboards, reports, semantic layers,

What we’re looking for

Must-haves:

• 2+ years of Salesforce experience
• Experience building reporting solutions and analytical insights in Salesforce Sales Cloud,Marketing Cloud, Agentforce, and/or Financial Services Cloud
• Usage of AI tools (e.g. Claude, Copilot, or similar) to assist with data visualizationdevelopment
• 1-3+ years of experience in a technical role within data and analytics
• Ability to work with data from multiple systems, including both relational databases, datawarehouses, and generate insights and knowledge for decision making
• Ability to analyze information and evaluate the implications of a course of action orsolution
• Bachelor’s degree in Computer Science, Data Analytics, Information Systems, or related field or equivalent work experience

Nice-to-haves:

• Graduate degree in Computer Science, Data Analytics, Information Systems, or related field or equivalent work experience
• 2+ years of experience in SQL programming (e.g. MSSQL, Oracle, or similar), data architecture design and development, and data modeling
• 1+ years of experience in Tableau development or similar tools (e.g. Power BI, Qlik, MicroStrategy, or similar)
• 1+ years of experience in statistical analysis including R, Python, or similar language/tools
• 2+ years of experience in group benefits, retirement plan, or financial services
• Demonstrated ability to identify and recommend processes improvements impacting strategic initiatives and customer growth
• Ability to find common ground and gain collaboration among colleagues, and peers; can influence outcomes without directing or commanding.

Application Deadline

Applications for this position will be accepted through August 28th, 2026 subject to earlier closure due to applicant volume.

What’s it like to work here?

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

What’s in it for you:

Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values andleadership attributes

Leadership development and virtual training opportunities

Free financial counseling, health coaching and employee assistance program

Tuition assistance program

Work arrangements that work for you

Effective productivity/technology tools and training

The pay range for this position is$55,700 - $100,200with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

About The Company

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.

Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.