Position Overview
As the Salesforce Analyst, your role is primarily to support the sales team's reporting needs. This includes POS reporting, commission-related reporting, opportunity pipeline reporting and reporting to support changing business priorities. You will research data discrepancies and support making corrections to the reports and the underlying data. You will also be responsible for supporting users in Salesforce and helping to build out our Salesforce org. This includes building out reports and dashboards, training users, updating objects, managing permissions, troubleshooting errors and managing automations.
Job Responsibilities:
Analyst Responsibilities:
- Complete monthly POS reports for our vendors
- Research and resolve POS discrepancies
- Complete monthly and quarterly opportunity reports for our vendors
- Complete monthly and quarterly reports for sales compensation
- Manage internal opportunity payouts (TGOs)
- Coordinate with suppliers to collect incentive payouts for our sales team
- Ensure data is captured in Salesforce and aligned across organizations
- Sales data enrichment projects
- Resolve data inconsistencies within Salesforce
- Create, update and troubleshoot PowerBI reports and dashboards
- Other duties as assigned
Salesforce Responsibilities:
- Support the sales team with Salesforce questions
- Support users Experience Cloud, Sales Cloud, Service Cloud, and Territory Planning & Maps
- Build out reports and dashboards
- Support the sales team with reports pertaining to opportunities, sales, contacts, accounts, etc
- Use Salesforce Data Loader to insert, update and delete records
- On/off-board users
- Train users on how to effectively use Salesforce
- Update picklist values and add new fields to objects
- Create and troubleshoot flows
- Manage user permissions
- Manage projects as assigned
Core Competencies
- Strong analytical and problem-solving skills
- Ability to make sound business decisions while considering broader organizational objectives and context
- Ability to understand stakeholder needs and develop effective solutions rather than simply executing requests
- Excellent verbal and written communication skills, with the ability to convey information clearly and concisely
- Strong attention to detail and commitment to data accuracy
- Strong customer service mindset
- Ability to work independently while managing multiple priorities
- Adaptability in an environment with evolving processes, systems, and data
- Naturally inquisitive with a continuous improvement mindset
- Desire to grow professionally, especially within the Salesforce ecosystem
Required Qualifications
- Bachelor's degree in Business Administration, Information Systems, Marketing, or a related field, or equivalent professional experience.
- 2–4 years of analytical experience in a business, sales, or operations environment
- 2–4 years of Salesforce user or administrative experience
- Strong knowledge of Microsoft Excel for analytical applications
- Experience supporting a sales organization or sales operations function
- Willingness to work primarily during Mountain Standard Time (US) business hours to support Krayden's headquarters in Denver, Colorado.
- Willingness to work onsite at Krayden's Global Delivery Center in Alabang, Muntinlupa City.
Preferred Qualifications
- Bachelor's degree in Business, Information Systems, Data Analytics, or a related field is a preference
- 1–2 years of Salesforce Administration experience
- Salesforce, Microsoft Excel, Power BI, or related certifications
- NetSuite experience is a preference
How to apply
If you are interested in this opportunity, please email [Confidential Information] with the following:
- A link to your LinkedIn profile and a CV/Resume.
- A one-page personal cover letter (optional)
