PatientPoint is seeking a Salesforce Data Analyst to support and optimize their Salesforce helpdesk operations by providing reporting, analysis, and operational oversight for their Salesforce Org and helpdesk environments, bridging the gap between CRM data insights and support efficiency.
Requirements
- 3+ years of experience in a Salesforce data or analytics role
- 2+ years of experience in a Salesforce Analyst, Support, or Admin role
- Proven experience as a Salesforce Administrator; active Salesforce Admin Certification (ADM-201) preferred
- Strong familiarity with Salesforce core features including Sales Cloud, Service Cloud, and Lightning Experience
- Proficiency in Salesforce reports, dashboards, SOQL, and data modeling
- Experience with data visualization tools such as Tableau, Power BI, or CRM Analytics
- Solid understanding of data management, governance, and integration principles
Responsibilities
- Support ongoing customization and configuration including page layouts, fields, record types, validation rules, and flows.
- Monitor system performance, scheduled jobs, and assist in release readiness and testing.
- Assist in data imports, exports, cleansing, and de-duplication efforts using tools like Data Loader or Data Import Wizard.
- Analyze, interpret, and visualize Salesforce data to support business insights, reporting, and forecasting.
- Ensure data integrity, compliance, and governance across Salesforce and integrated platforms.
- Build and maintain reports, dashboards, and datasets using Salesforce (Classic and Lightning) and external tools (e.g., Tableau, Looker, Power BI).
- Collaborate with cross-functional teams to prepare for and support Salesforce Data Cloud initiatives.
Other
- Remote
- Less than 10% travel
- Strong analytical mindset with excellent problem-solving skills, attention to detail and eagerness to learn
- Excellent verbal and written communication skills
- Strong communication and collaboration skills to effectively engage with stakeholders, end users, and technical teams
