Salesforce Reporting & Analytics SpecialistThe Salesforce Reporting & Analytics Specialist is a member of Sales Operations responsible for developing, maintaining, and governing Salesforce reports, dashboards, and commercial analytics solutions. This role helps leaders and business teams turn Salesforce data into accurate, timely, and actionable insights that support pipeline management, forecasting, revenue visibility, opportunity tracking, quote performance, and executive decision-making.
The specialist will partner across Sales, Sales Operations, Finance, Product, Engineering, and other commercial teams to understand reporting needs, translate business questions into scalable analytics solutions, and ensure that Salesforce reporting reflects established business processes and definitions. The role will also strengthen reporting governance, reduce manual data requests, promote self-service analytics, and establish the data foundation needed for future automation, advanced analytics, and AI-enabled capabilities.
Key ResponsibilitiesSalesforce Reporting and Dashboard Development- Design, build, validate, and maintain Salesforce reports and dashboards that support commercial, operational, forecasting, and executive reporting needs.
- Develop reporting solutions that provide visibility into pipeline, revenue, opportunity progression, quote performance, forecast performance, and other business-critical metrics.
- Establish scalable reporting structures that meet both immediate business requirements and longer-term analytical needs.
- Optimize dashboards and reporting processes to improve usability, performance, consistency, and stakeholder adoption.
- Build solutions that reduce manual reporting activity and expand access to self-service insights.
Forecasting and Pipeline Analytics- Develop and maintain reporting that supports Salesforce-native forecasting processes, categories, methodologies, and review cadences.
- Provide clear visibility into pipeline health, opportunity progression, forecast changes, and performance trends.
- Support forecast accuracy by identifying reporting gaps, investigating variances, and validating the underlying Salesforce data.
- Partner with Sales Operations and business leaders to improve forecast transparency, accountability, and confidence.
- Support reporting structures used by sellers, commercial leaders, Finance, and executive stakeholders.
Data Quality, Reconciliation, and Reporting Integrity- Monitor Salesforce reporting data for accuracy, completeness, consistency, and reliability.
- Perform field-level, record-level, financial, and reporting reconciliation when discrepancies are identified.
- Investigate reporting defects, dashboard inconsistencies, duplicate data, integration-related issues, and forecast gaps.
- Partner with business and technical teams to identify root causes and coordinate remediation.
- Help ensure consistent definitions and calculations across Salesforce reports, dashboards, Finance reporting, and executive metrics.
- Establish controls and monitoring practices that increase stakeholder trust in Salesforce as the system of record.
Reporting Governance and Intake Management- Establish and maintain reporting standards, definitions, documentation, and best practices.
- Manage or support a structured intake process for new reports, dashboards, analytics enhancements, and data-related requests.
- Evaluate requests based on business impact, urgency, scalability, and alignment with Salesforce reporting strategy.
- Reduce redundant reports and encourage the use of standardized, governed analytics assets.
- Maintain an operational backlog of reporting gaps, data-quality issues, forecasting improvements, and workflow simplification opportunities.
- Provide data-informed recommendations to Salesforce governance and prioritization discussions.
Cross-Functional Business Partnership- Consult with Sales Leadership, Account Teams, Finance, Sales Operations, Product, Engineering, and Executive Leadership to understand reporting and analytics requirements.
- Translate business questions and operational needs into clear reporting requirements and scalable Salesforce solutions.
- Serve as a bridge between business stakeholders and technical teams to ensure that reporting accurately reflects commercial processes.
- Communicate findings, reporting risks, data limitations, and recommended actions in clear business language.
- Support cross-functional validation and prioritization of reporting enhancements and platform improvements.
Salesforce Adoption and Enablement- Develop reports and dashboards that help users understand, monitor, and manage their business within Salesforce.
- Support user adoption by making information accessible, understandable, and actionable.
- Create documentation, reporting guidance, FAQs, and self-service resources.
- Contribute to Salesforce Office Hours, training sessions, knowledge resources, and other enablement activities as needed.
- Identify recurring user questions, reporting pain points, and adoption blockers, then recommend improvements.
- Promote consistent reporting and data-management practices across commercial teams.
Automation, Advanced Analytics, and AI Readiness- Identify opportunities to automate recurring reports, dashboard processes, reconciliations, and manual data requests.
- Support the development of scalable reporting architecture for advanced analytics and emerging AI use cases.
- Improve the structure, consistency, and governance of Salesforce data used by analytical and automated solutions.
- Partner with technical teams to assess the reporting and data implications of platform changes, integrations, and new capabilities.
- Help position Sales Operations for continued growth in self-service analytics, automation, and data-informed decision-making.
REQUIRED QUALIFICATIONSThe following qualifications are recommended based on the stated responsibilities of the role:
- Five+ years' experience developing and maintaining reports, dashboards, or analytical solutions in Salesforce or a comparable CRM platform.
- Demonstrated ability to translate business needs into reporting requirements and actionable insights.
- Five+ years' experience working with pipeline, forecasting, revenue, opportunity, quote, or commercial-performance data.
- Strong analytical and problem-solving skills, including the ability to investigate discrepancies and validate data.
- Understanding of data-quality, reporting-governance, and metric-definition practices.
- Ability to communicate technical or analytical findings to nontechnical business stakeholders.
- Five+ years' experience partnering across business and technical teams.
- Strong organizational skills and the ability to manage multiple reporting requests and priorities.
- Commitment to accurate, consistent, and well-documented analytical work.
Preferred QualificationsThese are recommended qualifications that support the future-state scope described in the attachment:
- Five+ years' experience with Salesforce report and dashboard architecture.
- Five+ years' experience with CRM analytics, business intelligence, data visualization, or commercial analytics.
- Three+ years' experience with PowerBI architecture
- Understanding of sales forecasting, pipeline management, revenue reporting, or sales operations.
- Five+ years' experience automating reports, dashboards, reconciliations, or recurring analytical processes.
- Familiarity with data flows between Salesforce and downstream reporting platforms.
- Experience supporting user acceptance testing, reporting validation, system implementation, or platform stabilization.
- Familiarity with advanced analytics, AI readiness, or governed data foundations.
- Five+ years' experience creating reporting documentation, standards, or self-service training materials.
Core Competencies- Analytical problem-solving: Investigates complex reporting and data issues and converts findings into practical solutions.
- Business acumen: Understands how Salesforce data supports pipeline, forecasting, revenue, quoting, and commercial decisions.
- Data stewardship: Maintains a strong commitment to accuracy, consistency, governance, and trusted reporting.
- Stakeholder consulting: Builds effective partnerships and translates varied business needs into scalable reporting solutions.
- Systems thinking: Understands the relationship between Salesforce processes, integrations, reporting, and downstream business impacts.
- Communication: Explains metrics, discrepancies, decisions, and recommendations clearly to technical and nontechnical audiences.
- Continuous improvement: Looks beyond one-time solutions to simplify, automate, standardize, and scale reporting capabilities.
- Ownership and accountability: Manages reporting needs through discovery, design, validation, delivery, documentation, and ongoing maintenance.
Measures of SuccessSuccess in this role may be measured through:
- Accuracy, reliability, and consistency of Salesforce reports and dashboards.
- Improved visibility into pipeline, forecasts, revenue, opportunities, and quote performance.
- Reduction in reporting defects, inconsistencies, and recurring reconciliation issues.
- Reduction in manual reporting requests and reporting backlog.
- Faster delivery of business-critical reporting and insights.
- Increased stakeholder confidence in Salesforce metrics.
- Increased adoption of governed reports, dashboards, and self-service analytics.
- Improved reporting documentation, standards, and governance.
- Demonstrated automation of repeatable reporting activities.
- Readiness of Salesforce reporting data for advanced analytics and AI-supported use cases.
These measures reflect the outcomes identified in the source document, including improved forecast confidence, faster decision-making, reduced reporting bottlenecks, increased data integrity, greater reporting automation, and stronger foundations for future analytics.
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Pay Transparency and Benefits- The stated salary range represents the entire span applicable across all geographic markets from lowest to highest. Actual salary offers will be determined by multiple factors including but not limited to geographic location, relevant experience, knowledge, skills, other job-related qualifications, and alignment with market data and cost of labor. In addition to salary, this position is also eligible for variable compensation.
- Below is a list of some of the benefits we offer our associates:
- Health: Medical: with competitive plan designs and support for self-care, wellness and mental health. Dental: with in-network and out-of-network benefit. Vision: with in-network and out-of-network benefit.
- Wealth: 401(k) with Roth option and matching contribution. Health Savings Account with matching contribution (requires participation in qualifying medical plan). AD&D and supplemental insurance options to help ensure additional protection for you.
- Happiness: Paid time off with flexibility to meet your life needs, including 5 weeks of vacation time, 7 health and wellness days, 3 floating holidays, as well as 6 company-paid holidays per year. Paid leave for maternity, paternity and family care instances.
Base Pay Range
$78,000-$121,000 USD
