CRM Analytics Engineer
$31,200–$31,200 year
On-siteCincinnati, Ohio, United States
Job Summary
Build and maintain CRM Analytics datasets, dashboards, and dataflows to support revenue growth for Sales, Marketing, and Customer Success. Define dataset grain, joins, and calculated fields while integrating data across bookings, pipeline, renewals, and financial plans. Develop analytical structures for annual plans, quarterly targets, and forecasting scenarios, flagging data limitations that affect accuracy. Design reusable Salesforce and CRMA applications, troubleshoot performance issues, and implement data-quality checks to ensure metric consistency. Partner with business partners to translate requirements into technical solutions, document dependencies, and provide guidance on data usage.
Required Qualifications
- 3+ years of experience in data or sales analytics, business intelligence, revenue operations, or a comparable role, ideally within a B2B SaaS environment
- Hands-on experience with Salesforce CRM Analytics (CRMA / Einstein Analytics): building datasets, dashboards, lenses, recipes/dataflows, and bindings
- Working knowledge of the Salesforce platform (objects, fields, relationships) and comfort making configuration changes within established change-control processes
- Experience using SAQL, SQL, or a similar language for data transformation and validation, with the aptitude to deepen it
- Solid analytical skills and attention to detail, with the ability to turn data into clear insights and to spot and reconcile discrepancies
- Working understanding of GTM/revenue operations: pipeline, forecasting, quotas, renewals, and plan-vs-actual reporting
- An organized approach to documentation and good communication skills, with comfort presenting findings to team members and stakeholders
- A collaborative, curious mindset and the ability to work effectively across functions
Desired Qualifications
- Experience supporting forecasting, operating plans, or FP&A-style analytics
- Familiarity with automated reporting or reusable analytics frameworks within a Salesforce ecosystem
- Exposure to data governance or change-management practices
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