Midvale, UT, 84047, USA
10 days ago
Salesforce CRM Reporting Analyst
Job Description Company Overview: Insight Global's client is one of the largest providers of healthcare staffing in the country. Through our trusted brands – CompHealth, Weatherby Healthcare, RNnetwork, and Global Medical Staffing – we provide temporary and permanent placement of healthcare providers all over the country. We touch the lives of millions of patients every year. Role Overview: We are looking for a Senior CRM Reporting Analyst to sit at the intersection of data, analytics, and business operations to join the team. This individual will survey the current landscape and form a strategic plan to optimize sales and business goals. D2D: 80%: understanding business needs in Salesforce 20%: educating Business Intelligence team on discoveries / proposing solutions -Build and maintain Salesforce reports for sales, marketing, and customer success teams -Develop Tableau dashboards (pull SF data into Tableau) -Build dashboards that visualize KPIs, trends, and performance metrics -Analyze business performance and provide recommendations -Partner with cross functional teams to translate business questions into analytical requirements -Support ad-hoc data requests -Document metrics and dashboards -Participate in system or process improvements We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/. Skills and Requirements -3-5+ years of experience in Salesforce Sales Cloud: understands native reporting capabilities -Strong ability to build reports, understand objects/fields, and navigate Salesforce models -3-5+ years of experience in Tableau: creating dashboards, blending data, building visualizations -Business intelligence mindset: turning raw data into insights, spotting trends, and understanding metrics -Stakeholder management experience: explaining data insights to technical and non-technical teams (sales, marketing, leadership) -Ability to attend discovery sessions with sales organization
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