Senior Salesforce Reporting & Business Improvement Analyst

New York City, NY - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Job Description:

About the Role:

As a member of the Global Business Operations (GBO) Team the Senior Business Analyst helps turn business questions into clear insights reliable data and practical improvements to how teams work day-to-day. Youll work within a small globally distributed group of analysts partnering closely to share best practices align on standards and provide coverage across regions.

This role is hands-on and varied: some days youll be building a Salesforce dashboard or a Google Sheets dashboard-style view that combines multiple data sources; other days youll be monitoring how teams are using Salesforce to ensure processes are being followed and the data is trustworthy; and often youll be juggling multiple ad hoc projects at once.

This is a strongly technical tools-driven role: you should enjoy getting under the hood of systems and data and be comfortable spending significant time in Salesforce Excel/Google Sheets and dashboards/reporting tools. Youll also get hands-on exposure to new tools and systems were bringing in - especially newer AI add-ons - helping us test whats possible and turn that into practical scalable ways of working.

You will work on-site in our midtown Manhattan office at least 3 days every week.

You Will:

Build Salesforce reporting to precise specifications including tailored outputs for different stakeholder needs.
Create and maintain Salesforce dashboards ensuring they remain accurate relevant and easy to use.
Develop dashboard-style reporting in Excel and Google Sheets to include linking Salesforce outputs into Sheets and combining multiple data sources where required.
Monitor Salesforce usage (most commonly within Sales) to help ensure processes are followed and data is reliable; identify gaps and support teams to improve adherence.
Perform hands-on Salesforce tasks such as entering data creating records and supporting operational updates to keep workflows moving.
Contribute to process improvement tasks and projects - typically in a support capacity but occasionally taking ownership of smaller initiatives end-to-end through to implementation.
Create slide decks - or contribute analysis and storytelling to leadership-ready decks - to communicate insights recommendations risks and decisions.
Help evaluate test and roll out new tools and systems (including AI add-ons): run pilots document learnings and recommend practical approaches for adoption and scale.
Manage multiple concurrent workstreams and ad hoc requests; triage effectively prioritise and set clear expectations on scope and timelines.
Liaise with a wide range of stakeholders across teams and levels including senior leadership communicating clearly and proactively.

You Have:

Willingness to work in our midtown Manhattan office at least 3 days a week
2 years of demonstrated experience as a Business Analyst (or similar role) delivering reporting analysis and operational/process improvements in a cross-functional environment
Salesforce proficiency with experience:
- Building reports to specific stakeholder requirements
- Creating and maintaining dashboards
- Spotting usage and data-quality issues and driving improved process adherence
Advanced Excel skills and strong Google Sheets experience (e.g. pivot tables lookups import-ranges data cleaning building dashboard-style views)
Experience working with data across systems and spreadsheets including combining sources and creating repeatable maintainable reporting outputs
Strong problem-solving approach with the willingness to learn new tools and methods experiment and iterate to find workable solutions
Excellent time management and prioritization skills including experience handling frequent ad hoc requests and multiple parallel projects
Highly effective communication skills including the ability to simplify complex topics to land key messages and experience working across levels up to senior leadership
Tableau experience preferred
Experience evaluating/testing new tools and translating pilots into practical recommendations and adoption plans particularly AI tools/add-ons preferred
Experience producing polished leadership-ready slide decks and presenting insights clearly preferred

You Are:

Curious proactive and comfortable with ambiguity - energised by problems that dont yet have a clear solution
Collaborative and pragmatic with a bias toward practical outcomes and continuous improvement
High attention to detail especially around data accuracy and process integrity
Empathetic articulate calm under pressure and clear on constraints
Able to write professional helpful emails that balance understanding with firm realistic expectations

#LI-HYBRID

Our Benefits:

Comprehensive Healthcare Plans
Paid Time Off
Retirement Plans
Comprehensive Medical Dental and Vision Insurance Plans
Education Benefits
Paid Maternity and Paternity Leave
Family Care Benefits
Commuter Transit Program
Subscription Discounts
Employee Referral Program

Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race color religion sex age national origin protected veteran status disability status or any other protected characteristic under applicable law. EEO/Disabled/Vets

Reasonable Accommodation

We are committed to providing reasonable accommodation for qualified individuals with disabilities in our job application and/or interview process. If you need assistance or accommodation in completing your application or participating in an interview due to a disability email us at Please put Reasonable Accommodation in the subject line and provide a brief description of the type of assistance you need. This inbox will not be monitored for application status updates.

Please refer to the privacy notice at the bottom of this page for submitting any data access deletion or other data subject rights requests where permitted under your local laws and regulations.

Business Area:

Dow Jones - Global Business Operations

Job Category:

Quality Management

Union Status:

Union role

Base Pay Range: 75000 - 90000

Were committed to offering competitive and flexible compensation to attract top talent. This pay range reflects our good faith estimate for the role and may vary based on a candidates experience skills location and other relevant factors.

For bonus-eligible roles targets are determined based on multiple considerations including market benchmarks and individual contributions.

For benefits-eligible roles we offer a comprehensive and competitive benefits package covering health retirement wellbeing and more along with optional benefits to meet the diverse needs of our employees.

Required Experience:

Senior IC

Job Description:About the Role:As a member of the Global Business Operations (GBO) Team the Senior Business Analyst helps turn business questions into clear insights reliable data and practical improvements to how teams work day-to-day. Youll work within a small globally distributed group of analyst...