VP of BI & CRM Analytics (Remote)

Lido Advisors, LLC; Northern (KY); Hybrid; USD 130,000 - 170,000; Full time

Job summary

Lido Advisors, LLC is seeking a Vice President, Business Intelligence Engineer to lead data-driven decision-making across CRM and BI platforms. The role is remote within the United States, with oversight of analytics, forecasting, and stakeholder reporting.

You will orchestrate Salesforce CRM Analytics, Snowflake, and modern BI tools to deliver dashboards, predictive models, and scalable data solutions for the sales and client-services teams.

Qualifications

• Bachelor's degree in data science, Information Systems, or business-related field.
• 5+ years of relevant experience in BI, analytics or CRM environments.
• Strong SQL skills for data querying, transformation, and analysis.

Responsibilities

• Develop CRM analytics to support stakeholders.
• Use Salesforce CRM Analytics to extract, manipulate, and analyze data to support business processes and decision-making.
• Create dashboards, reports, and visualizations using Salesforce Analytics and other BI tools.
• Build predictive models for data visualization to identify areas of core focus for our Sales teams
• Collaborate with cross-functional teams to understand data requirements and deliver customized data solutions.
• Collaborate with IT and business stakeholders to customize Salesforce workflows, automation, and integrations.
• Perform data cleaning, transformation, and validation to ensure data accuracy and integrity.
• Analyze customer data, sales performance, and market trends to provide actionable insights.
• Ensure proper data governance, compliance, and security protocols within Salesforce.
• Conduct data analysis to identify trends, patterns, and opportunities for improvement.
• Present data findings and insights to stakeholders in a clear and concise manner.
• Support ad-hoc data requests and provide analytical support for various projects.
• Stay up to date with industry trends and best practices in data analytics and visualization.
• Develop and maintain interactive dashboards and reports in CRMA, utilize snowflake integration

Skills

SQL

Salesforce Analytics

Data Visualization

Snowflake

DBT

APIs

Python

R

AI Tools

Education

Bachelor's degree in data science / IS / business

Tools

Salesforce Lightning

CRMA

Tableau

Power BI

Slack

Job description

Lido Advisors, LLC is seeking a Vice President, Business Intelligence Engineer to lead data-driven decision-making across CRM and BI platforms. The role is remote within the United States, with oversight of analytics, forecasting, and stakeholder reporting.

You will orchestrate Salesforce CRM Analytics, Snowflake, and modern BI tools to deliver dashboards, predictive models, and scalable data solutions for the sales and client-services teams.