Salesforce Analyst

at The Judge Group
Location Vernon Hills, IL
Date Posted December 1, 2021
Category Default
Job Type Contractor


Location: Vernon Hills, IL
Description: Our client is currently seeking a Salesforce Analyst


The Salesforce Analyst will create and do regular updates/maintenance of dashboards and reports in Salesforce for the business.  The Salesforce Analyst will also be responsible for helping conducting regular analysis on the sales pipeline, lead and opportunity conversion rates. This is a supporting role and will work closely with the Business Intelligence Manager. 

Position Duties and Responsibilities:

Activity & Essential Function Identification                                                            


•         Maintain and update Executive, RSM, BD, CAM, PS, product marketing and service dashboards.

•         Communicate with Salesforce users regularly to gather feedback on existing reports and dashboards and make adjustments accordingly.

•         Create new dashboards for SMG and SSG Salesforce users based on the existing standards.

•         Update quotas in the forecasting view page with every budgeting cycle.

•         Help create training materials for onboarding new hires and for communicating process changes.

•         Help conducting sales pipeline, service contract and lead conversion analysis.

•         Perform other duties as necessary.

Supervisory / Management Responsibilities

•         No direct reports.


Travel Requirements

•         10% travel based on demand, primarily with in Americas.

Essential Education, Skills and Experience


•         BS in Data Science, Statistics, Economics or equivalent experience

•         Experience with CRM tools (Salesforce, Microsoft Dynamics etc.)

•         Detail oriented and fast learner

•         Ability to translate data into insights

•         Strong organizational and management skills including time management, prioritization, and ability to manage multiple tasks simultaneously

Beneficial Education, Skills and Experience


•         Minimum 3 years of experience with data manipulation

•         Knowledge of Industrial Automation Products is desired – Servo/Motion control, PLC, HMI, VFD

•         Knowledge of analytics tools such as Tableau, SAP Analyzer BEx etc.


Physical, Environmental, Cognitive Requirements


•         Ability to sit at a computer terminal for an extended period of time.

•         Repeating motions that may include the wrists, hands and/or fingers.

•         Ability to communicate clearly and present information to multiple audiences effectively.

•         Ability to recall facts and/or details (memory)


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