Salesforce Analyst

Carmeuse•Beavercreek, OH

9h•Hybrid

About The Position

The Salesforce Administrator will support our sales team by providing sales analytics support including sales analytics and forecasting. This hybrid role supports our sales organization by maintaining and optimizing our Salesforce environment while providing data-driven insights through Power BI dashboards and reporting. The ideal candidate is both technically strong in Salesforce administration and skilled in transforming data into actionable insights that drive business performance.

Requirements

2–5 years of experience as a Salesforce Administrator or similar role.
Salesforce Administrator Certification or equivalent hands-on experience.
Strong proficiency with Power BI, including data modeling and dashboard development.
Solid understanding of sales processes (pipeline management, forecasting, account management, lead/opportunity lifecycle).
Strong analytical mindset with the ability to interpret complex datasets and communicate insights clearly.
Proficiency in Excel (VLOOKUP/XLOOKUP, pivot tables, formulas).
Excellent communication and stakeholder management skills.
Detail-oriented with strong problem-solving skills.
Ability to manage multiple projects and priorities.
Strong business acumen with an understanding of sales KPIs.
Collaborative mindset with the ability to work across departments.
Proactive approach to identifying system or process improvements.

Nice To Haves

Experience with Salesforce Flow (builder) and advanced automation.
Experience with additional Salesforce tools (Sales Cloud, CPQ, Marketing Cloud, etc.).
Familiarity with SQL or other data query languages.
Experience supporting Sales Operations, Revenue Operations, or Customer Experience functions.
Experience with data governance and system integration.

Responsibilities

Manage Salesforce configuration including user setup, roles, profiles, permissions, page layouts, record types, workflows, validation rules, and automation tools (Flow, Process Builder).
Develop and optimize dashboards, reports, custom objects, and fields.
Work with stakeholders to gather business requirements and translate them into Salesforce solutions.
Manage system upgrades, releases, and integrations with other business applications.
Provide ongoing support and training for Salesforce users to increase adoption and efficiency.
Support yearly and monthly budget / forecast reporting needs for the commercial team, updating systems as required
Develop, maintain, and enhance Power BI dashboards that provide insights into sales performance, pipeline health, forecasting, customer segmentation, and KPI tracking.
Analyze sales data to identify trends, opportunities, and areas for improvement.
Partner with Sales and Marketing teams to support strategic planning and regional performance reviews.
Create standardized and ad-hoc reports to support leadership needs.
Build data models and analytics processes that ensure accuracy, consistency, and scalability.