Job Description
Job DescriptionTitle: Salesforce Data Analyst(Client Data)
Location: NYC 10001 Hybrid
Duration: 6 Months Duties:
As a Data Analyst, you will play a pivotal role in ensuring the accuracy and efficiency of our client data. Your responsibilities will include:
• Data Governance & Quality: Monitor data health and integrity, and ensure data products meet strict standards for accuracy, completeness, and consistency. Conduct regular assessments to identify deficiencies and opportunities for improvement.
• Data Management: Maintain, cleanse and update records within the Client Relationship Management systems. This may include researching information across a variety of data sources, working with internal client support groups to create data structures that mimic client asset pools and connecting client information across data sources.
• Process Improvement and Efficiency: Identify and complete process improvements from initial ideation to implementation. Collaborate with cross-functional teams—product managers, engineers, and business stakeholders—to plan, design, and deliver data products.
• Quality Assurance: Collaborate with teams to test new CRM features, ensuring tools function accurately and identifying defects for resolution.
• Collaboration & Communication: Prioritize effectively with various collaborators across organization. Ensure efficient and timely data governance and maintenance in an agile environment. Skills:
• Proficiency in SQL is a plus
• Proficiency in data management / reporting tools and technologies such as POWER BI a plus
• Experience with business applications including Excel and PowerPoint
• Experience working with CRM platforms; Salesforce a must with Microsoft Dynamics experience a plus
• Organized and detail-oriented with strong time management skills
• Self-motivated with a strong focus on service and ability to liaise with many groups across the company
• Excellent online research skills
• Exceptional written and verbal communication skills