Operations Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee Salesforce data management, reporting processes, Tableau dashboards, and ongoing business analytics for Electrify Commercial.

• Create, sustain, and assess Salesforce reports that bolster commercial operations, account management, customer engagement, and leadership insights.

• Collect reporting requirements, establish KPIs, and convert business needs into Salesforce, Tableau, advanced Excel, or other reporting tools.

• Ensure data integrity, detect discrepancies and their root causes, and propose process enhancements.

• Generate both recurring and ad hoc analytical reports that summarize trends, risks, opportunities, and operational performance.

• Utilize advanced Excel to structure large datasets, reconcile reporting outputs, conduct detailed analyses, and prepare summaries for stakeholders.

• Keep documentation current for Salesforce processes, reporting logic, dashboard definitions, and data governance.

• Monitor enhancement requests, Jira tickets, reporting challenges, and development progress.

• Create data-driven presentations and updates for management and cross-functional teams.

• Maintain and verify Tableau dashboards; assess their accuracy, usability, trends, and alignment with business objectives.

• Resolve dashboard issues and coordinate improvements with data, technology, and business teams.

• Generate and disseminate recurring operational reports and execute ad hoc analyses to support decision-making.

• Summarize reports with key insights, risks, opportunities, and suggested next steps.

• Develop onboarding materials, reporting procedures, process documentation, and guides.

• Recommend enhancements to reporting workflows, data collection practices, and process documentation.

⛳️ Requirements

• Minimum of 3 years of relevant experience in Salesforce administration or business support, reporting, data analytics, dashboard management, or sales operations analytics.

• At least 3 years of experience in creating, analyzing, and presenting operational or commercial reports utilizing CRM data, Tableau dashboards, advanced Microsoft Excel, or similar reporting tools.

• Bachelor's Degree.

• Practical experience using Salesforce for data management, user support, report creation, data quality monitoring, and system requirement documentation.

• Extensive experience in building, maintaining, and analyzing Tableau dashboards or comparable business intelligence dashboards.

• Strong analytical capabilities to produce recurring reports, ad hoc analyses, KPI summaries, and executive-level insights.

• Advanced skills in Microsoft Excel, including data validation, complex formulas, pivot tables, lookup functions, data modeling, report automation, and executive-ready analysis.

• Proven precision, integrity, and accuracy in data handling.

• Ability to gather reporting requirements and translate them into Salesforce, Tableau, or Excel-based solutions.

• Experience in identifying data gaps, process challenges, and reporting discrepancies, along with recommending improvements.

• Exceptional attention to detail and ability to meet deadlines.

• Strong communication, documentation, and presentation skills.

• Familiarity with creating, managing, and tracking Jira tickets is preferred.

• Experience in sustainability, cleantech, renewable energy, or business services is a plus.

• Technical sales experience is also preferred.

• Candidate must reside in the Eastern Time Zone.

🏝️ Benefits

• Long-term W2 contract position.

• Domestic travel may be required, estimated at 10-15%.

• Equal Opportunity Employer.

• Drug-free workplace.

• Pre-employment substance abuse testing.