Qualifications
Responsibilities
Benefits
Position Responsibilities
This role combines hands-on data management, Salesforce support, user training, reporting and process improvement. The analyst will play a key role in ensuring Project and Pursuit data is accurate, complete, and actionable across the firm.
Data Quality, Analysis and Research
Own the quality, accuracy, and completeness of Pursuit and Project data within Salesforce.
Research, collect, validate, and enter Project, Pursuit, and Client data into Salesforce.
Partner with marketing and project management teams to identify data gaps, prioritize missing information, and improve overall data completeness.
Perform regular data audits and data quality reviews, implementing processes and standards that improve long-term data quality
Develop dashboards, reports, and visualizations to track data quality.
Automate recurring reporting processes to improve efficiency and accuracy
Conduct ad hoc analysis to support leadership and regional marketing teams
Salesforce Administration Support
Serve as support to Salesforce Administrator in maintaining CRM data integrity, governance standards, and best practices
Support marketing and project management Salesforce users and the Salesforce Action Team
Participate in testing new Salesforce functionality, enhancements, automations, and integrations in sandbox environments
Troubleshoot system issues and provide user support
Collaborate with stakeholders to improve Salesforce usability and adoption
Training & User Enablement
Support the development, maintenance, and delivery of Salesforce training programs for marketing and project management teams.
Support onboarding and refresher training sessions, in collaboration with the Salesforce Administrator, for Salesforce users across the firm.
Partner with stakeholders to identify training needs and develop targeted learning materials for new processes, system enhancements, and data initiatives.
Support change management efforts by communicating system updates, process changes, and best practice to end users.
Monitor user adoption and feedback to improve training content and effectiveness
A/E Industry & Business Process Support
Assist marketing, project managers and other end users in updating the system and reporting as necessary
Support proposal and pursuit tracking including opportunity lifecycle management
Assist in standardizing data across regions and offices
Coordinate and support the Firm's data initiatives through the completion of processes as outlined by marketing leadership
Assists with other tasks and responsibilities as may be required, working closely with the Global Marketing Directors
Minimum Qualifications
Bachelors degree in Business, Marketing, Data Analytics, Information Systems or related field
5+ years in professional service environments, preferably the AEC industry
2+ years Salesforce Sales Cloud experience required
Experience with data visualization and reporting tools - such as Power BI, Tableau, Python or R - a plus
Experience with OpenAsset
Robust analytical, problem-solving and communication skills
Strong relationship building skills across all levels
Analytical mindset with strong attention to detail
Self-starter with ability to manage multiple priorities
Are you ready to join a team of creative professionals working on transformational projects around the world? Take advantage of this exciting opportunity to build a better future with SOM.
Compensation for this role is based upon experience, qualifications, location, and education and typically ranges from $80,000 to $100,000.
About Skidmore Owings & Merrill LLP (SOM)
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