CRM Analytics Engineer
Tasks
- Apply consistent documented metric definitions
- Build analytical structures for plans targets quotas forecasts and scenario analysis
- Build and maintain CRM Analytics datasets
- Build prototypes and proof-of-concept solutions
- Build resources for self serve partner data analysis
- Create reusable analytics data structures
- Define dataset grain joins relationships transformations calculated fields
- Design and implement CRM Analytics applications dashboards lenses and analytical workflows
- Develop data quality checks reconciliation and validation processes
- Develop resources for plan forecast movement coverage and performance drivers
- Document datasets transformations calculations assumptions and dependencies
- Evaluate and implement Salesforce objects fields relationships and configurations
- Follow testing and change control practices for production analytics
- Integrate plan actual forecast and prior period data
- Integrate revenue data across bookings pipeline renewals accounts customers products and activities
- Investigate discrepancies across Salesforce CRM Analytics and Finance sources
- Monitor data model performance scalability maintainability
- Monitor data refresh failures completeness and performance
- Provide guidance on datasets fields metrics filters and analytical tools
- Support forecasting for bookings pipeline renewals retention and customer health
- Translate business requirements into technical solutions
- Troubleshoot and resolve CRM Analytics dataflows and dashboard issues
Perks/Benefits
- Company social events
- Employee memberships
- Employee resource groups
- Flexible work arrangements
- Generous time off
- Gym Wellness Discount
- Matching 401k retirement plan
- Pet insurance
- Philanthropic Opportunities
- Referral incentive program
- Tuition reimbursement
Skills/Tech-stack
CRM Analytics | Change Control | Dashboarding | Data Governance | Data Lineage | Data Model | Data Modeling | Data Quality | Data Transformation | Data Validation | ETL | Einstein Analytics | Forecasting | SAQL | SQL | Salesforce | Salesforce Data Model | Salesforce Objects | Salesforce data | Salesforce reporting
Education
N/A
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