Salesforce Data Analyst

Job not on LinkedIn

🕒 March 27

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Logo of MTM LLC

MTM LLC

1 - 10 employees

Welcome to MTM, where expertise meets opportunity in the dynamic realm of construction staffing and recruitment. As a premier agency dedicated to connecting top-tier talent with leading construction firms, we take pride in shaping the future of the industry through unparalleled service and a commitment to excellence.

📋 Description

• Elicit and clarify requirements from non-technical stakeholders (sales, project managers, finance and Leadership). • Build/maintain reports, dashboards, formulas, validation rules, and flows in Salesforce. • Investigate and fix data issues (e.g., discrepancies in jobs, commissions, duplicates). • Deliver insights on metrics like job profitability, technician performance, scheduling efficiency, and lead-to-install funnels. • Perform ad-hoc analysis using SOQL, Data Loader, or Excel. • Maintain data integrity and document solutions. • Partner with RevOps Project Manager to prioritize and clear reporting backlog.

🎯 Requirements

• Hands-on Salesforce experience focused on reporting/analytics. • Advanced proficiency in Salesforce reports/dashboards and SOQL. • Strong requirements-gathering skills for ambiguous requests. • Analytical mindset for large datasets and discrepancy resolution. • Proficiency with Data Loader, Excel (advanced formulas/pivots). • Excellent communication with non-technical users. • Integration experience (e.g., ERP, billing tools). • Basic Flow Builder knowledge. • Experience with Field Service Lightning (FSL). • Experience using Power BI to build dashboards, reports, and actionable business insights. • Familiarity with AI agents and their practical use in business workflows, automation, analysis, or decision support.

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