Key Job Responsibilities
We are seeking a skilled professional to administer and support Salesforce CRM processes, develop and maintain Excel models for sales / revenue analysis, reporting, and performance tracking, and collaborate with internal stakeholders to identify and qualify reporting needs.
- Administer and support Salesforce CRM processes, including user management and reporting.
- Develop and maintain Excel models for sales / revenue analysis, reporting, and performance tracking.
- Assist in building and maintaining dashboards, models, and reports using Power BI.
- Collaborate with internal stakeholders from various departments to identify and qualify reporting needs.
- Document processes and create user guides as needed to support internal users.
- Ensure customer data quality and consistency across systems and processes.
Qualifications
Experience with Salesforce CRM administration or similar CRM platforms.Advanced proficiency in Microsoft Excel (e.G., pivot tables, advanced formulas, Power Query).Familiarity with Power BI / Fabric or similar BI platforms.Understanding of Microsoft 365 services such as Power Automate, Microsoft Fabric, OneDrive.Strong analytical thinking, attention to detail, and problem-solving skills.Good verbal and written communication skills in English.Good commercial and business acumen in a B2B sales environment.Comfortable engaging with both technical and non-technical stakeholders.Prior experience in the financial services industry is advantageous.Familiarity with market data licensing is advantageous.#J-18808-Ljbffr