Specialist, Data Analytics
$55,700–$100,200 year
HybridLincoln, Nebraska, United States
Job Summary
Create and maintain Salesforce reports for marketing, customer relationship, and sales teams. Develop analytical solutions using data, analytics, and reporting to generate insights for business stakeholders. Analyze datasets, variances, and trends in financial and business operations to formulate recommendations supporting management decisions. Support data integrity within dashboards and reports while assisting in developing procedures to improve information quality from multiple sources. Partner with internal and external stakeholders to identify complex data patterns and trends aligned with strategic priorities. Design, build, and test dashboards, reports, and semantic layers. This role supports the Workplace Solutions Data Analytics Management team at Lincoln Financial, focusing on data and reporting solutions for employer and employee benefit and retirement teams.
Required Qualifications
- 2+ years of Salesforce experience
- Experience building reporting solutions and analytical insights in Salesforce Sales Cloud, Marketing Cloud, Agentforce, and/or Financial Services Cloud
- Usage of AI tools (e.g. Claude, Copilot, or similar) to assist with data visualization development
- 1-3+ years of experience in a technical role within data and analytics
- Ability to work with data from multiple systems, including both relational databases, data warehouses, and generate insights and knowledge for decision making
- Ability to analyze information and evaluate the implications of a course of action or solution
- Bachelor's degree in Computer Science, Data Analytics, Information Systems, or related field or equivalent work experience
Desired Qualifications
- Graduate degree in Computer Science, Data Analytics, Information Systems, or related field or equivalent work experience
- 2+ years of experience in SQL programming (e.g. MSSQL, Oracle, or similar), data architecture design and development, and data modeling
- 1+ years of experience in Tableau development or similar tools (e.g. Power BI, Qlik, MicroStrategy, or similar)
- 1+ years of experience in statistical analysis including R, Python, or similar language/tools
- 2+ years of experience in group benefits, retirement plan, or financial services
- Demonstrated ability to identify and recommend processes improvements impacting strategic initiatives and customer growth
- Ability to find common ground and gain collaboration among colleagues, and peers; can influence outcomes without directing or commanding
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