Hybrid Senior Salesforce Reporting and Analytics Analyst

at EEOC

• Job title: Senior Salesforce Reporting and Analytics Analyst
• Job type: Full Time
• Experience level: Senior
• Salary: $79,100 - $131,800 per year
• Degree requirement: Bachelor's Degree
• Tech skills: Cloud, Tableau
• Location requirements: Hybrid, Lancaster, United States

About the role

• Senior Data Analyst transforming complex data into actionable insights for sales effectiveness and strategic growth. Empowering frontline sales teams with advanced reporting and analytics via Salesforce CRM and Tableau.

Responsibilities

• Lead the design, development, and maintenance of Salesforce CRM Analytics (CRMA) dashboards, reports, and datasets.
• Build scorecards and performance dashboards for frontline sales teams, ensuring alignment with business goals, KPIs, and sales planning processes.
• Provide ongoing support and enhancements to dashboards and reporting solutions.
• Document processes, data models, and report logic to ensure scalability and continuity.
• Consult and partner with line-of-business (LOB) leaders, stakeholders, and internal data teams to define key business questions, performance metrics, and measurement strategies that influence sales planning, strategic direction, and growth.
• Apply advanced techniques in quantitative analytics, statistical analysis, segmentation, and other forms of data modeling to convert raw data into actionable insights.
• Translate findings into recommendations that address business questions and inform sales planning activities.
• Execute the Sales Reporting and Planning Strategy by partnering with leadership to deliver relevant, real-time insights to sales teams.
• Build and streamline reporting mechanisms to deliver accurate sales information efficiently while maintaining data integrity.
• Analyze sales results, trends, and projections.
• Create, maintain, and update organizational sales hierarchy data.
• Deliver data-driven support for the annual goal-setting and sales planning process, including building timelines, templates, and processes to ensure accuracy and consistency across budgets, forecasts, and targets.
• Ensure alignment between planning outputs and corporate budgets.
• Ensure data quality, integrity, and consistency across Salesforce, Tableau, and other reporting platforms.
• Develop and maintain audit and validation processes to confirm reporting accuracy.
• Provide timely, accurate deliverables that support LOB initiatives and ensure closed business is reflected correctly in reports.
• Mentor and coach other analysts in best practices for sourcing, compiling, transforming, and analyzing data from multiple sources for use in dashboards, reporting, sales planning, and modeling.

Requirements

• Bachelor's Degree or the equivalent experience. Specialty: data analytics, information systems, business or related field. (Required)
• Master's Degree or the equivalent experience. Specialty: data analytics, information systems, business or related field. (Preferred)
• 5 or more years data analytics, business intelligence, or related field, with demonstrated success in designing and delivering enterprise reporting solutions. (Required)
• 5 or more years advanced, hands-on experience with Salesforce CRM Analytics Studio, including dashboard development, dataflows and datasets. (Preferred)
• 2 or more years banking or financial services industry experience. (Preferred)
• Familiarity with Salesforce Financial Services Cloud and other Salesforce ecosystem tools. (Required)

Benefits

• medical plans with prescription drug coverage
• flexible spending account or health savings account depending on the medical plan chosen
• dental and vision insurance
• life insurance
• 401(k) program with employer match and Employee Stock Purchase Plan
• paid time off programs including holiday pay and paid volunteer time
• disability insurance coverage and maternity and parental leave
• adoption assistance
• educational assistance
• robust wellness program with financial incentives