Description
You will manage and analyze data within the Salesforce ecosystem, ensuring accuracy and usability across records.
This role is remote.
Responsibilities
- Perform data entry and cleansing across Salesforce records to maintain data integrity.
- Build custom reports and dashboards using Report Builder and summary formulas.
- Document data entry procedures and reporting standards for the team.
- Troubleshoot data issues and resolve reporting discrepancies.
Required Skills
- Minimum 5+ years of professional experience in data analysis or administration.
- Proficiency with Salesforce Lightning and/or Classic interface at an intermediate/advanced level.
- Deep understanding of Salesforce objects, fields, record types, and page layouts.
- Experience using data import/export tools like Data Loader.
- Intermediate to advanced Excel skills, including VLOOKUP and pivot tables.
- Ability to create custom reports and utilize dashboard filters effectively.
- Familiarity with Salesforce data validation rules and duplicate management.
- Strong analytical skills with high attention to detail.
- Understanding of how data flows through the Salesforce platform.
Preferred Skills
- Familiarity with Salesforce Nonprofit Success Pack (NPSP) or Experience Cloud.
- Basic understanding of APIs and integrations.