Salesforce Reporting Specialist

Toronto - Canada

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Our client is looking for aSalesforce expert who thrives on transforming business requirements into actionable insights. You aresomeone who knows the platform inside-out understands how to tell a story with data and enjoys empowering teams to make data-driven decisions.

Key Responsibilities

Design & Develop Reports and Dashboards:Build and maintain custom Salesforce (Sales Cloud) reports and dashboards that align with evolving business priorities.
Ensure Data Quality:Validate data accuracy maintain consistent naming conventions and implement reporting best practices to ensure trusted insights.
Collaborate Across Teams:Partner with global reporting teams business leaders and end users across Marketing Operations and Client Services to translate reporting needs into clear effective solutions.
Leverage Power BI:When needed use Power BI to create supplemental visualizations using Salesforce and external data sources.
Enable Users:Provide user guidance brief training sessions and documentation to promote self-service reporting and enhance data literacy across the team.
Consult and Advise:Act as a trusted reporting expert during the engagement coaching team members and recommending improvements to data and reporting processes.

Qualifications

Bachelors degree in Business Information Systems Data Analytics or a related field (preferred).
5 years of hands-on Salesforce Sales Cloud experience with a focus on advanced reporting and dashboard creation.
Solid understanding of Sales Cloud objects and relationships (Leads Opportunities Accounts etc.).
Proven ability to translate business questions into insightful data-driven reports.
Experience usingPower BIor similar tools for cross-platform reporting.
Salesforce Administrator or Business Analyst certification (asset).
Experience in a professional services or consulting environment (asset).
Strong communication collaboration and stakeholder management skills.
Detail-oriented analytical and proactive problem-solver able to adapt to shifting priorities.

Required Experience:

Key Responsibilities

Design & Develop Reports and Dashboards:Build and maintain custom Salesforce (Sales Cloud) reports and dashboards that align with evolving business priorities.
Ensure Data Quality:Validate data accuracy maintain consistent naming conventions and implement reporting best practices to ensure trusted insights.
Collaborate Across Teams:Partner with global reporting teams business leaders and end users across Marketing Operations and Client Services to translate reporting needs into clear effective solutions.
Leverage Power BI:When needed use Power BI to create supplemental visualizations using Salesforce and external data sources.
Enable Users:Provide user guidance brief training sessions and documentation to promote self-service reporting and enhance data literacy across the team.
Consult and Advise:Act as a trusted reporting expert during the engagement coaching team members and recommending improvements to data and reporting processes.

Qualifications

Bachelors degree in Business Information Systems Data Analytics or a related field (preferred).
5 years of hands-on Salesforce Sales Cloud experience with a focus on advanced reporting and dashboard creation.
Solid understanding of Sales Cloud objects and relationships (Leads Opportunities Accounts etc.).
Proven ability to translate business questions into insightful data-driven reports.
Experience usingPower BIor similar tools for cross-platform reporting.
Salesforce Administrator or Business Analyst certification (asset).
Experience in a professional services or consulting environment (asset).
Strong communication collaboration and stakeholder management skills.
Detail-oriented analytical and proactive problem-solver able to adapt to shifting priorities.

Required Experience: