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Job Overview
Join our team as a BI Reporting Analyst III focused on Salesforce data reporting, dashboard development, and insight generation. This role supports our mid-market sales platform by helping stakeholders understand pipeline coverage, conversion rates, and opportunity data using Salesforce and Tableau. Open to remote candidates, with preference for Central Time zone.
Responsibilities
- Create and optimize Salesforce dashboards for business teams
- Build ad hoc reports and automate insight delivery
- Maintain Salesforce data integrity and develop documentation
- Train users and support reporting self-service
- Track sales conversion, coverage, and trends
Required Skills
- Salesforce reporting and dashboard creation
- CRM Analytics or Analytics Studio
- SQL (Advanced)
- Tableau experience
- Strong communication and problem-solving
Qualifications
- 4+ years in Salesforce BI or Sales Ops roles
- 2+ years building Salesforce dashboards
- Bachelor’s degree preferred
- Forecasting and pipeline analysis experience a plus
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