Analyst, Salesforce Reporting
About The Position
The Salesforce Reporting Analyst works closely with advisory teams and client service associates to optimize the use of Salesforce as a data-driven platform for operational efficiency. This role focuses on designing, developing, maintaining reports and dashboards which provide actionable insights into advisor performance, client engagements, and business outcomes. Through ongoing engagement and training, the analyst identifies reporting needs and opportunities to enhance data visibility, ensuring users can effectively leverage Salesforce analytics in their daily activities. Insights gathered from stakeholders are translated into scalable reporting solutions which support continuous platform improvement, identifying room for improvement in development.
Requirements
- 1-2 years working with the Salesforce platform in an administrative/operational capacity; more specifically, Salesforce Financial Services Cloud
- Strong communication, listening, and relationship-building skills
- Experience with wealth management or financial services industry
- Experience supporting advisor teams, client service teams, or operational support functions
- Ability to clearly communicate platform capabilities and promote best practices which improve adoption and efficiency, elevate reporting abilities
- Understanding or familiarity of Salesforce capabilities and navigation, or ability to learn and adapt to new technologies
- Ability to work effectively across business and advisory teams
- Identify and communicate limitations in Salesforce reporting, proposing data-driven solutions and enhancements to better support advisor, team, and management insights
Responsibilities
- Team Engagement Focus on new advisors onboarding to drive user adoption and identify reporting needs for new and existing teams
- Build strong relationships with advisor teams and support staff to understand how Salesforce supports their daily operations
- Engage with financial advisors and their support staff to gather feedback on business processes, challenges, opportunities for workflow improvement
- Deliver targeted Salesforce walkthroughs focused on reporting, dashboards, how to read and navigate Salesforce client profiles
- Promote best practices in data entry, report utilization, and dashboard adoption to ensure data integrity and consistency
- Leverage training sessions and user interactions to identify reporting gaps, data quality issues, and opportunities to enhance dashboard usability and user experience
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
