CRM Analytics Engineer
$31,200–$31,200 year
On-siteTampa, Florida, United States
Job Summary
Build and maintain CRM Analytics datasets, dashboards, and dataflows to support revenue growth, forecasting, and planning across Sales, Marketing, and Customer Success. Integrate bookings, pipeline, renewals, and financial data into reusable analytical resources while defining consistent metric definitions and monitoring data quality. Design Salesforce and CRMA solutions that translate business requirements into technical workflows, troubleshoot performance issues, and convert one-off requests into governed capabilities. Partner with senior team members to build prototypes, evaluate tradeoffs, and provide guidance on data usage and adoption.
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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