Day to Day:
Salesforce Reporting and Dashboard Creation: Design, develop, and maintain Salesforce reports and dashboards.
Salesforce View Management: Create and manage customized Salesforce views for sales team members and leaders.
Data Quality Management: Monitor and maintain data integrity within Salesforce. Identify and resolve discrepancies, implement data cleansing, and ensure data entry standards.
Sales Leader Support: Respond to data inquiries, provide ad-hoc reports, and conduct research.
Data Analysis and Insights: Analyze sales data to identify trends, patterns, and improvement opportunities. Translate data into actionable insights.
Documentation and Training: Create documentation for Salesforce reports, dashboards, and data management. Train sales team members on Salesforce utilization.
Skills Needed:
Proficiency in Salesforce: Deep understanding of the Salesforce platform, including reporting, dashboards, data management, and UI.
Strong Analytical Skills: Ability to collect, analyze, interpret, and present complex data. Experience with data analysis techniques.
Data Management Expertise: Ability to maintain data integrity and troubleshoot data issues.
Communication Skills: Ability to clearly communicate technical information to technical and non-technical audiences.
Problem-Solving Skills: Ability to identify and analyze problems and develop effective solutions.
Attention to Detail: Detail oriented, especially in terms of data accuracy.
Time Management and Organization: Ability to prioritize tasks and meet deadlines in a fast-paced environment.
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