The Salesforce and Power BI Reporting Analyst is responsible for creating and managing reports and dashboards using Salesforce and Power BI to provide actionable insights and support data-driven decision-making. This role involves working closely with various departments to understand their reporting needs and deliver accurate, timely, and relevant data visualizations.

Open to considering remote candidates, if having both Salesforce and Power BI experience.

At this time, we’re not considering applicants that require immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc.

Position Responsibilities may include, but not limited to

– Data Analysis and Reporting: Develop and maintain reports and dashboards in Salesforce and Power BI to track key performance indicators (KPIs) and business metrics
– Requirements Gathering: Collaborate with stakeholders to gather and document reporting requirements, ensuring alignment with business objectives
– Salesforce Administration: Manage Salesforce data, including data imports, exports, and data quality checks; customize Salesforce reports and dashboards to meet user needs
– Power BI Development: Design and implement Power BI reports and dashboards, integrating data from multiple sources to provide comprehensive insights
– Data Integration: Ensure seamless integration of data between Salesforce and Power BI, maintaining data accuracy and consistency
– Process Improvement: Identify opportunities for process improvements and automation in reporting workflows to enhance efficiency and effectiveness
– Training and Support: Provide training and support to end-users on how to use Salesforce and Power BI reports and dashboards effectively

Required Skills and Qualifications

– Bachelor’s degree or equivalent education and experience
– 3+ years’ experience working in Salesforce and Power BI
– Experience in a similar role, working with Salesforce and Power BI
– Proficiency in Salesforce report building and Power BI; strong understanding of data modeling, DAX functions, and data visualization, and reporting best practices
– Ability to analyze complex data sets and translate them into actionable insights
– Strong problem-solving skills
– Excellent verbal and written communication skills; ability to convey technical information to non-technical stakeholders
– Experience in managing projects, including planning, execution, and monitoring

Preferred Skills and Experience

– Salesforce Administrator Certification and Microsoft Certified: Power BI Data Analyst Associate
– MS SQL and/or other data visualization tools
– Healthcare/Managed Care experience

Physical Requirements

– Repetitive motions that include the wrists, hands and/or fingers
– Sedentary work that primarily involves sitting, remaining in a stationary position for prolonged periods
– Visual perception to perform job including peripheral vision, depth perception, and the ability to adjust focus