Salesforce Analyst
newedgewealth
finance

Job Description:

The Salesforce Reporting Analyst works closely with advisory teams and client service associates to optimize the use of Salesforce as a data-driven platform for operational efficiency. This role focuses on designing, developing, maintaining reports and dashboards which provide actionable insights into advisor performance, client engagements, and business outcomes.

Daily Responsibilities:

Team Engagement Focus on new advisors onboarding to drive user adoption and identify reporting needs for new and existing teams Build strong relationships with advisor teams and support staff to understand how Salesforce supports their daily operations Engage with financial advisors and their support staff to gather feedback on business processes, challenges, opportunities for workflow improvement Training & Implementation Deliver targeted Salesforce walkthroughs focused on reporting, dashboards, how to read and navigate Salesforce client profiles Promote best practices in data entry, report utilization, and dashboard adoption to ensure data integrity and consistency Leverage training sessions and user interactions to identify reporting gaps, data quality issues, and opportunities to enhance dashboard usability and user experience Core Competencies Training & Enablement: Ability to clearly communicate platform capabilities and promote best practices which improve adoption and efficiency, elevate reporting abilities Salesforce Platform Knowledge: Understanding or familiarity of Salesforce capabilities and navigation, or ability to learn and adapt to new technologies Collaboration: Ability to work effectively across business and advisory teams Communication: Identify and communicate limitations in Salesforce reporting, proposing data-driven solutions and enhancements to better support advisor, team, and management insights

Job Requirements:

Skills & Qualifications: 1-2 years working with the Salesforce platform in an administrative/operational capacity; more specifically, Salesforce Financial Services Cloud Strong communication, listening, and relationship-building skills Experience with wealth management or financial services industry Experience supporting advisor teams, client service teams, or operational support functions

Compensation:

Salary Range: $80,000 � $90,000, based on experience.

Job Location(s):

Stamford, Connecticut

Source:

Company Career Section

Competition:

n/a

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