CRM Analytics Engineer
Tasks
- Apply documented metric definitions
- Build analytical structures for plans and forecasts
- Build and maintain CRM Analytics datasets
- Build prototypes and proof-of-concept solutions
- Create reusable data structures
- Define dataset grain and transformations
- Design Salesforce and CRM Analytics dashboards lenses and workflows
- Document datasets transformations calculations and dependencies
- Enable business partners to investigate data independently
- Evaluate Salesforce objects fields and relationships for analytics
- Follow testing and change control practices
- Implement CRMA applications and analytical components
- Implement data quality checks reconciliation and validation
- Integrate data across CRM and revenue sources
- Integrate plan actual forecast and prior period data
- Investigate discrepancies across reporting sources
- Monitor data model performance
- Monitor refresh failures and data completeness
- Support forecasting for bookings pipeline renewals retention
- Support user acceptance testing and adoption
- Translate business requirements into technical solutions
- Troubleshoot CRMA dataflows dashboards and performance
Perks/Benefits
- Company social events
- Employee membership access
- Employee resource groups
- Flexible work arrangements
- Generous time off
- Gym Wellness Discount
- Matching 401k
- Pet insurance
- Philanthropic Opportunities
- Tuition reimbursement
Skills/Tech-stack
CRM Analytics | Dashboards | Data Governance | Data Modeling | Data Quality | Data Transformation | Data Validation | Dataflows | Einstein Analytics | Forecasting | Lenses | Pipeline Management | Quotas | Renewals | Retention analysis | Revenue operations | SAQL | SQL | Salesforce | Salesforce Objects | Scenario Analysis
Education
N/A
Roles
Analytics | Analytics Engineer | CRM Analytics Engineer | Engineer
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