Salesforce Data Analyst Resume Samples

Description :

1. Compiled and captured critical data related to our growing number of customers and product use cases. 
2. Worked and collaborated with other teams and CS Leaders, you will be their trusted partner in ensuring the data used for customer management, analysis, and strategy planning is accurate, streamlined, and consistently updated.
3. Demonstrated converting data into comprehensive, goal-oriented reports that foster innovation and drive growth.
4. Determined the timing and format for collecting and managing customer data within the data systems.
5. Identified data collected improvements (automation, streamlining, new data points) in data management.
6. Identified trends in the data pointing to growth opportunities or risk mitigation needs.
7. Created sustainable and repeatable trend reporting and awareness of key KPI activity.

Experience

0-2 Years

Level

Entry Level

Education

BQM

Description :

1. Understood the primary and secondary data sources and collection processes within the data systems.
2. Developed and documented data collection tracking and updating processes (playbook) for increased accuracy and timeliness of the data.
3. Took operational ownership and be the go-to expert and owner for all customer success-related data capture and reporting.
4. Made recommendations on administrative and operational processes and tools to drive accountability in data collection.
5. Built a Dashboard to easily review the timeliness of data updates and automate calls to action for teams to update data.
6. Identified cross-functional processes that align customers’ data across teams for increased customer analysis.
7. Analyzed and streamlined data captured in data systems (reduce redundancy, add validations, and increase automation).

Experience

0-2 Years

Level

Fresher

Education

BIE

Description :

1. Installed, configured, and maintained hardware and software systems, databases, operating systems, and applications.
2. Monitored system performance and security to ensure optimal functionality and protection against potential threats.
3. Implemented upgrades and patches to keep systems up-to-date and secure.
4. Tracked system availability and downtime to ensure reliable access to information and minimize disruptions to business operations.
5. Measured the speed and responsiveness of the MIS system in processing user queries, generating reports, and performing data transactions.
6. Performed various data analysis tasks such as sorting, filtering, and summarizing data using Excel functions like VLOOKUP, HLOOKUP, SUMIFS, COUNTIFS, and AVERAGEIFS.
7. Proficient in creating PivotTables and Pivot Charts to analyze and summarize large datasets, identify trends, and generate insights.

Experience

2-5 Years

Level

Junior

Education

BDC

Description :

1. Experience in advanced Excel functions such as INDEX-MATCH, SUMPRODUCT, IFERROR, and array formulas to perform complex calculations and data manipulations.
2. Recorded and edited macros, as well as writing VBA (Visual Basic for Applications) code to automate repetitive tasks and enhance Excel's functionality.
3. Measured the accuracy, completeness, consistency, and reliability of data managed by the MIS system.
4. Monitored the frequency and severity of data errors or discrepancies and strived to minimize them through data validation and quality control processes.
5. Ensured adherence to data governance policies, regulatory requirements, and industry standards to maintain data integrity and confidentiality.
6. Proficient in designing interactive and visually appealing reports and dashboards using Power BI's visualization tools, including charts, graphs, maps, and slicers.
7. Able to import data from various sources into Power BI Desktop, clean and transform data using Power Query Editor, and create data models.

Experience

5-7 Years

Level

Senior

Education

BDC

Description :

1. Worked with Power BI Service for publishing, sharing, RLS and collaborating on reports and dashboards, as well as configuring data refresh schedules and managing access permissions.
2. Assessed the clarity, simplicity, and intuitiveness of visualizations created by the Data Visualization specialist, ensuring that they effectively communicate complex data insights to stakeholders.
3. Evaluated the relevance and appropriateness of visualizations for different target audiences, such as executives, managers, analysts, and operational staff.
4. Determined the extent to which visualizations enable stakeholders to derive actionable insights and make informed decisions based on the presented data.
5. Monitored the accuracy, completeness, and timeliness of data visualized in dashboards, ensuring that data sources are reliable, up-to-date, and free from errors or inconsistencies.
6. Conducted regular audit assessments to identify potential risks and vulnerabilities within the organization. Analyze risk factors associated with various business processes, systems, and activities to prioritize audit monitoring efforts.
7. Maintained a robust audit trail and documentation management system to track changes, approvals, and access to sensitive compliance-related information. Ensure that all documentation is organized, securely stored, and easily accessible for audit purposes.

Experience

0-2 Years

Level

Fresher

Education

BDC

Description :

1. Supported the business's daily operations inclusive of troubleshooting of the business's data intelligence warehouse environment and job monitoring. 
2. Worked closely with the business in identifying any new data needs and delivering mechanisms for acquiring and reporting such information as well as addressing the actual needs. 
3. Provided expertise to the business in the areas of data analysis, reporting, and business intelligence. 
4. Designed and supported the business's reporting needs using CRMA and/or Tableau and in the future other BI tools.
5. Worked closely with other disciplines/departments and teams across the business in coming up with simple, functional, and elegant solutions that balance data needs across the business.
6. Analyzed business requirements for reporting and analysis and subsequently translated the emanating results into good technical data designs. 
7. Able to query and display large data sets while maximizing the performance of the workbook. Interpreted technical or dashboard structure and translated complex business requirements to technical specifications.

Experience

5-7 Years

Level

Executive

Education

BQM

Description :

1. Served as a Salesforce Point of Contact (POC) for making diligent dashboards and reports for a Line of Business [LOB].
2. Managed Salesforce momentum booking administrative functions.
3. Able to make lenses and dashboards in Einstein Analytics.
4. Liaised closely with our Finance, Sales, and Sales Operations teams to establish suitable outcomes for the development and amendment of financial data.
5. Reviewed, completed, and active Opportunity, dates, and correct approvers as per Delegated Level of Authority.
6. Included monthly bulk upload (collate weekly reports from India into 1 file, distribute, follow up, and coordinate monthly bulk upload & manual entry as required).
7. Provided updates to the Executive Team and helped follow up on GM bookings on a monthly/Quarterly basis. Evaluated information gathered from multiple sources and reconciled conflicts.

Experience

10+ Years

Level

Management

Education

BQM

Description :

1. Collected, cleaned, and analyzed Legacy System data to identify trends, patterns, and opportunities for improvement.
2. Developed and maintained custom reports and dashboards within Salesforce to provide stakeholders with real-time insights into the data.
3. Collaborated with the Salesforce data migration team to ensure seamless integration of data from various sources into Salesforce, ensuring data accuracy and consistency.
4. Implemented data quality best practices to maintain data integrity within Salesforce, including deduplication, data cleansing, and validation rules.
5. Assisted Salesforce users in generating ad-hoc reports and resolving data-related issues, providing training and support as needed.
6. Translated data findings into actionable recommendations, helping customers and the Salesforce project team to improve efficiency, effectiveness, and customer satisfaction.
7. Worked closely with cross-functional teams to identify and implement process improvements and automation opportunities within Salesforce.

Experience

2-5 Years

Level

Executive

Education

BIE

Description :

1. Ensured that data handling and storage within Salesforce complied with data protection regulations and security protocols.
2. Maintained documentation of data models, processes, and reporting requirements to facilitate knowledge sharing and data governance.
3. Developed and implemented data policies and procedures for Salesforce.
4. Monitored the quality of data in Salesforce and identified and resolved data quality issues.
5. Worked closely with business stakeholders to identify and document data requirements.
6. Defined and enforced data standards and best practices for Salesforce.
7. Translated client requirements into Salesforce data design, leveraging best practices and minimizing the need for custom development.
   
   

Experience

10+ Years

Level

Management

Education

BIE

Description :

1. Implemented mid-scale to large-scale ETL solutions, performing data analysis, profiling, cleansing, designing, and architecting dynamic ETL solutions.
2. Interpreted and compared data as well as mapping data into Salesforce.
   Worked with Cloud ecosystems (AWS, Azure) and a strong understanding of the most efficient methods to move data between on-premises and cloud environments.
3. Knowledge of Agile development methodologies and tools like Jira, Confluence, or Azure DevOps.
4. Prioritized tasks, worked independently, and maintained a high degree of attention to detail.
5. Identified and understood source data systems and became an expert on data sources and flows as well as the appropriate Salesforce tools and fields to which this data would map.
6. Collaborated with internal stakeholders with business and data teams to document the data requirements and map them to data integration requirements and/or requirements into functional specifications for data integration processes.
7. Established clear channels for reporting compliance concerns, seeking guidance, and sharing information to facilitate timely resolution of issues.

Experience

5-7 Years

Level

Senior

Education

BIE