Marketing Project Data Analyst
SOM•Washington, DC
•$80,000 - $100,000
About The Position
This role combines hands-on data management, Salesforce support, user training, reporting and process improvement. The analyst will play a key role in ensuring Project and Pursuit data is accurate, complete, and actionable across the firm.
Requirements
- Bachelor’s degree in Business, Marketing, Data Analytics, Information Systems or related field
- 5+ years in professional service environments, preferably the AEC industry
- 2+ years Salesforce Sales Cloud experience required
- Experience with data visualization and reporting tools - such as Power BI, Tableau, Python or R - a plus
- Experience with OpenAsset
- Robust analytical, problem-solving and communication skills
- Strong relationship building skills across all levels
- Analytical mindset with strong attention to detail
- Self-starter with ability to manage multiple priorities
Nice To Haves
- Experience with data visualization and reporting tools - such as Power BI, Tableau, Python or R - a plus
- Experience with OpenAsset
Responsibilities
- Own the quality, accuracy, and completeness of Pursuit and Project data within Salesforce.
- Research, collect, validate, and enter Project, Pursuit, and Client data into Salesforce.
- Partner with marketing and project management teams to identify data gaps, prioritize missing information, and improve overall data completeness.
- Perform regular data audits and data quality reviews, implementing processes and standards that improve long-term data quality.
- Develop dashboards, reports, and visualizations to track data quality.
- Automate recurring reporting processes to improve efficiency and accuracy.
- Conduct ad hoc analysis to support leadership and regional marketing teams.
- Serve as support to Salesforce Administrator in maintaining CRM data integrity, governance standards, and best practices.
- Support marketing and project management Salesforce users and the Salesforce Action Team.
- Participate in testing new Salesforce functionality, enhancements, automations, and integrations in sandbox environments.
- Troubleshoot system issues and provide user support.
- Collaborate with stakeholders to improve Salesforce usability and adoption.
- Support the development, maintenance, and delivery of Salesforce training programs for marketing and project management teams.
- Support onboarding and refresher training sessions, in collaboration with the Salesforce Administrator, for Salesforce users across the firm.
- Partner with stakeholders to identify training needs and develop targeted learning materials for new processes, system enhancements, and data initiatives.
- Support change management efforts by communicating system updates, process changes, and best practice to end users.
- Monitor user adoption and feedback to improve training content and effectiveness.
- Assist marketing, project managers and other end users in updating the system and reporting as necessary.
- Support proposal and pursuit tracking including opportunity lifecycle management.
- Assist in standardizing data across regions and offices.
- Coordinate and support the Firm's data initiatives through the completion of processes as outlined by marketing leadership.
- Assists with other tasks and responsibilities as may be required, working closely with the Global Marketing Directors.
Benefits
- medical, dental, vision, disability, life, and accident insurance
- retirement support
- free access to employee assistance programs for employees and family members
- workplace flexibility
- paid holidays
- family leave
- paid time off
- reimbursement for professional licenses, certifications, and exams
- specialized, in-house career development and mentorship programs
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
