Salesforce Analyst (II)

Posted 5 Days Ago
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Hyderabad, Telangana
Mid level
Fintech • Consulting
The Role
The Salesforce Data Analyst II is responsible for managing data quality and standards within Salesforce, collaborating with various teams to evaluate and improve data processes. Duties include maintaining dashboards, supporting users, documenting procedures, and conducting data clean-up. The role requires performing CRM-related daily activities and handling report generation.
Summary Generated by Built In

Why Ryan?

  • Global Award-Winning Culture

  • Flexible Work Environment

  • Generous Paid Time Off

  • World-Class Benefits and Compensation

  • Rapid Growth Opportunities

  • Company Sponsored Two-Way Transportation

  • Exponential Career Growth

Salesforce Data Analyst II performs administrative management of data — including detection and correction of data-quality issues, process incoming data, and data standardization. Collaborate with the Salesforce Team and Sales/Business team to engage in the ongoing and detailed evaluation of data quality and lead assignments.

Duties and Responsibilities:

  • Display strong Salesforce skills, and leverage those to complete everyday tasks and deliver on all the assigned responsibilities
  • Document process workflows and make appropriate recommendations to impact operational efficiencies
  • Work with various teams and act as an interface between the business teams and development team

Data Governance (Coordination):

  • Liaison with CRM development team/Business teams to identify areas of data inaccuracy and communicate with users to correct data and update Salesforce
  • Maintain on-going data clean-up
  • Perform and update standard operating procedures ensuring data quality
  • Communicate specific trends, issues, targets, and opportunities using analytics.
  • Make recommendations to management for data quality
  • Maintain accurate dashboards and reports. Continuously develop and maintain cascading dashboards for all user levels (executive, management, individual)

User Support:

  • Understand and navigate the application accurately and support users troubleshoot issues/ Provide one-on-one user coaching on navigation (as required)
  • Coordinate and support training documentation and training sessions for new releases and on-going improvements

Other:

  • Support business extensively by performing CRM related activities daily
  • Create and provide daily and weekly status reports
  • Manage campaign activities including development, distribution and tracking individual and group performance via salesforce.com dashboards
  • Participate in release cycles

Education and Experience:

  • Bachelor’s/Master’s degree or equivalent
  • 4+ years of Salesforce experience is must
  • MS-Visio and/or Lucid Chart (must have) to create SOPs
  • Business Requirement Review Documentation (must have)
  • Document and draft Release Notes; technical writing 

Requirements/Skills:

To perform this job successfully, an individual must have:

  • Ability to Extract, Manage and Import data from Salesforce
  • Strong customer focus and understanding of CRM
  • Data analysis and execution skills including the ability to convert data analysis into actionable information and disseminate to organization
  • Collaboration skills including the ability to engage with IT, Sales, and Marketing employees at all levels in order gather business needs
  • Process improvement skills including the ability to analyze business activity and requirements to identify opportunities, enhancements, and automation efforts
  • Strong experience with Microsoft office (Word, Excel, Power Point, Projects a Visio)

Certificates and Licenses:

None

Work Environment:

  • 40+ hour standard workweek requirement
  • Standard indoor working environment
  • Prolonged periods of sitting while working at computer

Top Skills

Salesforce
The Company
Albuquerque, NM
3,194 Employees
On-site Workplace
Year Founded: 1991

What We Do

Ryan is a tax services firm providing tax advisory and consulting services on a multi-jurisdictional basis.

Ryan, an award-winning global tax services and software provider, is the largest Firm in the world dedicated exclusively to business taxes. With global headquarters in Dallas, Texas, the Firm provides an integrated suite of federal, state, local, and international tax services on a multijurisdictional basis, including tax recovery, consulting, advocacy, compliance, and technology services. Ryan is a seven-time recipient of the International Service Excellence Award from the Customer Service Institute of America (CSIA) for its commitment to world-class client service. Empowered by the dynamic myRyan work environment, which is widely recognized as the most innovative in the tax services industry, Ryan’s multidisciplinary team of more than 2,500 professionals and associates serves over 14,000 clients in more than 50 countries, including many of the world’s most prominent Global 5000 companies.

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