Responsibilities Data Analysis Insight Generation

Analyze large, multi-source datasets to identify trends, correlations, and hidden relationships that aren't immediately obvious
Translate raw data patterns into actionable business insights and clear recommendations
Partner with business stakeholders to understand key questions and frame analyses that directly address them
Validate data quality and integrity, and flag anomalies or inconsistencies before they reach decision-makers
Participate in system designs from a data pipeline standpoint.

Storytelling Executive Communication

Craft compelling, narrative-driven presentations that make complex data intuitive for non-technical audiences
Present findings and recommendations directly to Vice President and senior leadership audiences
Tailor the depth and framing of insights based on the audience from detailed analyst reviews to concise executive summaries
Anticipate leadership questions and proactively build supporting detail into analyses and decks

Dashboarding CRM Analytics

Define and own the core Key Performance Indicators (KPIs) for the global Field Services organization, proactively identifying operational inefficiencies to drive cost reduction (Tableau CRM / Einstein Analytics)
Partner with Vice Presidents and Regional Directors to translate corporate strategy into data-backed operational roadmaps driving measurable business outcomes through CRM Analytics insights and reporting
Ensure dashboards are intuitive, visually clear, and tailored to the decision-making needs of different stakeholder groups
Maintain and optimize existing dashboards as business needs and data sources evolve
Your analytical recommendations directly lead to measurable improvements, improve operational performance, reduce costs, and support executive deciion-making

Requirements

Bachelor's / Master's degree in a quantitative field (Statistics, Computer Science) or equivalent practical experience
6+ years of experience in a data analyst, business analyst, or similar analytical role
Strong proficiency in SQL for querying and manipulating data from multiple sources
Hands-on experience building dashboards and reports in CRM Analytics (Tableau CRM / Einstein Analytics); Salesforce platform familiarity is a strong plus
Demonstrated experience with forecasting techniques and gap/variance analysis
Excellent data storytelling skills proven ability to translate analysis into a clear narrative for senior stakeholders
Strong executive presence and communication skills, with experience presenting to senior leadership or VP-level audiences
Solid understanding of statistical concepts (trend analysis, correlation, distributions) and how to apply them to business problems
High attention to detail and a strong sense of data accuracy and integrity

Preferred Skills

Experience with additional BI/visualization tools (Tableau, Power BI, or similar)
Familiarity with Python or R for statistical analysis and modeling
Experience working within a CRM ecosystem (Salesforce Service Cloud, Data 360) and understanding of underlying data models
Exposure to predictive analytics or machine learning concepts as applied to forecasting
Experience in industries with high-volume operational data (e.g., support operations, supply chain)

Strategic Analytics Lead - Salesforce Field Services Operations

Job Description