Salesforce Reporting & Analytics Specialist

Cincinnati, OHfull timeOn Site

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Salesforce Reporting & Analytics Specialist at 8451 · LumiJobs

$78k–$121k

H1B: no

8451 The Salesforce Reporting & Analytics Specialist develops and maintains Salesforce reports, dashboards, and commercial analytics solutions to support pipeline management, forecasting, and executive decision-making. This role partners with multiple teams to translate business questions into scalable analytics and strengthen reporting governance.

Responsibilities

Salesforce 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.

Qualification

Understanding of data-qualityCommitment to accurateUnderstanding of sales forecasting

Required

The 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

These 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.

Benefits

Medical
Dental
Vision
401(k)
PTO
Annual Bonus
Life Insurance
Wellness

Company

8451

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Source: greenhouse

Active within the past hour

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SalesforceSalesforce reportsdashboardsforecastingpipeline analytics

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