Your current job search

JOB RESPONSIBILITIES

Work closely with teams to understand business needs, develop CRM solutions, and enhance sales reporting processes.
Manage and optimize Salesforce CRM to track client interactions and service activities.
Use Tableau Cloud for report organization and development, focusing on fundraising and client coverage analysis.
Create and analyze reports to monitor key metrics and business outcomes.
Ensure data accuracy, integrity, and security while adhering to compliance standards.
Lead multiple Salesforce CRM projects, prioritizing tasks to meet deadlines.
Require strong communication skills, problem-solving abilities, and CRM expertise.
Collaborate effectively with sales professionals and team members across regions.
QUALIFICATIONS

Bachelor's degree in Business Administration, Marketing, Information Systems, or related field.
3-6 years of experience in CRM or similar roles, emphasizing client relationship management.
Knowledge of Salesforce CRM, data analysis, Tableau reporting, and SQL.
Strong work ethic, teamwork skills, and positive attitude.
Excellent written and verbal communication abilities.
Detail-oriented with a focus on precision.
Resourceful problem-solver who excels in fast-paced environments.
Ability to handle sensitive information with discretion and integrity.
Proficient in Microsoft Word, Excel, and PowerPoint.

Salesforce Data and Reporting Specialist

This role will focus on managing and optimizing a CRM (Salesforce) database while providing sales reporting and insights to support leadership and business teams. The position requires a combination of Salesforce CRM skills, data integrity management, and expertise in designing Tableau reports and working with SQL databases. The ideal candidate is collaborative, detail-oriented, and capable of thriving in a fast-paced environment. This is an excellent opportunity to work with senior leadership and contribute valuable analysis to support business growth.

Primary Responsibilities:
* Collaborate with cross-functional teams to understand business needs and implement customized CRM solutions and reporting processes.
* Manage and optimize the Salesforce CRM system, tracking client interactions, sales, and service activities.
* Utilize Tableau to design and maintain reports, leading the development of management reports that support performance monitoring and business analysis.
* Generate and analyze reports tracking key metrics, client engagement, and business outcomes.
* Ensure the accuracy, integrity, and security of client data, adhering to best practices and compliance standards.
* Handle multiple Salesforce CRM projects, prioritizing tasks to meet deadlines in a fast-paced environment.
* Communicate effectively with sales teams and stakeholders, providing clear problem-solving and insights.

Qualifications:
* Bachelor's degree or equivalent in Business Administration, Marketing, Information Systems, or a related field.
* 3-6 years of experience as a CRM Specialist or in a similar role, with a focus on client relationship management.
* Financial services experience preferred but not required.
* Proficiency in Salesforce CRM, data analysis, Tableau reporting, and SQL.
* Strong verbal and written communication skills, with the ability to explain complex concepts simply.
* Self-driven and able to work independently in a fast-paced environment.
* Exceptional attention to detail and high standards of accuracy.
* Solutions-oriented problem solver with a positive attitude and collaborative approach.
* Professionalism and discretion in handling sensitive or proprietary information.
* Proficiency in Microsoft Word, Excel, and PowerPoint.

This role offers an exciting opportunity for those looking to contribute their expertise and collaborate with teams in a challenging and rewarding environment.

Job Description:

We are seeking a talented individual with a proven track record in designing data warehouses. The ideal candidate will possess a deep understanding of dimensional models and a history of developing data warehouses from the ground up.

Key Responsibilities:

Demonstrate a strong grasp of Data Warehousing concepts.
Utilize expertise in Data Modeling.
Write SQL scripts, queries, and stored procedures to extract data using MySQL/SQL Server.
Effectively communicate with Business teams for analysis purposes.
Collect data from various sources and maintain databases/data systems.
Conduct both ad hoc and structured data analysis.
Translate, merge, clean up, map, and design data into conceptual, logical, and physical data models.
Proactively identify and report data issues to relevant stakeholders.
Strategize the development process and adhere to defined timelines.
Experience with Power BI is essential.
Familiarity with Snowflake is a plus.
Knowledge of Databricks and Python for ETL processes is advantageous.
Exposure to working in Azure is beneficial.
Apply modeling techniques and tools to analyze and specify data structures in large or complex datasets.
Implement best practices in data management to ensure data integrity, quality processes, and deliver analyzable data to internal and external clients efficiently.