Vice President, Business Intelligence Engineer

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

📋 Description

• Develop and execute CRM analytics to assist key stakeholders.

• Leverage Salesforce CRM Analytics to extract, manipulate, and analyze data to enhance business processes and decision-making.

• Design dashboards, reports, and visualizations using Salesforce Analytics and various BI tools.

• Construct predictive models for data visualization to pinpoint critical areas for Sales teams.

• Work alongside cross-functional teams to comprehend data requirements and deliver tailored data solutions.

• Partner with IT and business stakeholders to customize Salesforce workflows, automation, and integrations.

• Conduct data cleaning, transformation, and validation to guarantee data accuracy and integrity.

• Examine customer data, sales performance, and market trends to provide actionable insights.

• Ensure adherence to data governance, compliance, and security protocols within Salesforce.

• Perform data analysis to uncover trends, patterns, and opportunities for enhancement.

• Present data findings and insights to stakeholders in a lucid and concise manner.

• Assist with ad-hoc data requests and offer analytical support for various projects.

• Stay informed about industry trends and best practices in data analytics and visualization.

• Develop and sustain interactive dashboards and reports in CRMA, utilizing Snowflake integration.

⛳️ Requirements

• Bachelor’s degree in data science, Information Systems, Business, or a related discipline.

• 5+ years of relevant experience.

• Demonstrated experience with CRMA, Salesforce, Agent Force, Data Cloud, etc.

• Proficient in Snowflake, DBT, API integrations, and data management techniques.

• Proven background in revenue operations, establishing systems for business development and client analysis.

• Strong SQL skills for querying, data extraction, transformation, and analysis.

• Familiarity with AI and predictive analytics within CRM platforms.

• Exceptional problem-solving skills with the capacity to translate business needs into technical solutions.

• Strong communication abilities to present insights and convey complex findings to non-technical stakeholders.

• Capability to work independently and collaboratively in a fast-paced, deadline-oriented environment.

• Proficient in Salesforce Lightning, Analytics, and data visualization tools.

• Experience with analytics tools (CRM Analytics, Tableau, Power BI, etc.).

• Familiarity with Data Warehouse (Snowflake).

• Experience with Slack, Slack Bot, Headless 360, SF Coworker, etc.

• Familiarity with AI tools such as Claude, ChatGPT, Copilot, Integrations, etc.

• Knowledge of additional data analysis tools and programming languages (e.g., Python, R).

• Experience in the wealth management or financial services sector.

• Understanding of data governance and data security best practices.

• Salesforce certifications (e.g., Salesforce Administrator, Salesforce Business Analyst, Salesforce CRM Analytics & Einstein Discovery Consultant) are advantageous.

🏝️ Benefits

• Competitive salary and comprehensive benefits package.

• Opportunities for professional growth and development.

• Collaborative and inclusive workplace culture.

• Flexible work arrangements.