Sales Effectiveness Business Analyst (CRMA/Einstein) - FLEX Location

UPS

8d•Hybrid

About The Position

Depending on the location of the applicant, this position may require a mix of remote and in-office working environments. The Sales Effectiveness & Intelligence team supports global sales performance by developing and maintaining the analytics, dashboards, and reporting infrastructure used by the commercial organization. This position supports the Salesforce CRM Analytics (Einstein) environment by building dashboards, validating data accuracy, and maintaining reporting assets used by global sales leadership. This role performs recurring data validation, dashboard maintenance, and reporting enhancements that ensure global sales reporting remains accurate, available, and aligned with leadership review cadences. The position also supports the development of new reporting capabilities by translating business questions into dashboards and KPI tracking within CRM Analytics and Power BI. This position works closely across the commercial organization, including Sales, Marketing, Strategy, CRM, and Business Analytics teams, ensuring reporting solutions reflect evolving priorities and business needs. By managing core reporting development and data quality processes, this role enables the timely delivery of global sales reporting while allowing senior team members to focus on complex development and strategic analytics initiatives.

Requirements

Bachelor’s Degree or International equivalent.
Experience conducting quantitative analysis and working with business intelligence or analytics tools.
Proficiency in Microsoft Office applications, including Excel and PowerPoint.
Working knowledge of SQL, SAQL, or similar data query languages.
Strong analytical and problem-solving skills with high attention to detail.
Ability to translate business questions into structured reporting and analysis.
Ability to manage multiple tasks and collaborate effectively with cross-functional stakeholders.
Must be a U.S. Citizen or National of the U.S., an alien lawfully admitted for permanent residence, or an alien authorized to work in the U.S. for this employer.

Nice To Haves

Experience supporting sales performance reporting or revenue operations analytics.
Familiarity with Salesforce CRM Analytics, Power BI, or similar reporting platforms.
Experience performing dashboard development, data validation, and reporting quality assurance.
Understanding of KPI governance and commercial performance reporting.

Responsibilities

Develops and maintains dashboards and reporting assets within Salesforce CRM Analytics and Power BI used to monitor global sales performance.
Performs recurring data validation and quality assurance checks to ensure dashboards meet accuracy, cadence, and governance requirements.
Supports development of new dashboards and reporting enhancements that translate business questions into actionable reporting.
Assists with the development and maintenance of dataflows, calculated fields, and KPI logic supporting commercial analytics.
Investigates and resolves data discrepancies that impact global sales reporting.
Collaborates with stakeholders across the commercial organization to gather reporting requirements and support reporting adoption.
Documents data definitions, KPI logic, and dashboard usage guidelines to support reporting governance.
Supports deployment and certification of reporting assets used by the global sales organization.
Triage Salesforce Cases submitted by users related to Dashboards and triage production bug defects