Data Analyst

Role Overview

We are seeking a detail-oriented
Data Analyst
with strong
Salesforce platform expertise
to support data management, reporting, and process optimization initiatives. This role focuses on maintaining data integrity, building insightful reports/dashboards, and ensuring smooth data operations within Salesforce and related systems.

The ideal candidate combines technical Salesforce knowledge with strong analytical thinking and high accuracy in data handling.

Key Responsibilities

• Manage and maintain Salesforce data with accuracy and consistency
• Perform data entry, cleansing, and validation
• Create and maintain custom reports and dashboards
• Analyze datasets to identify trends, gaps, and inconsistencies
• Support data imports/exports and integrations
• Troubleshoot reporting discrepancies
• Document processes and reporting standards
• Collaborate with internal stakeholders to improve data workflows

Salesforce Platform Proficiency

• 2+ years of experience with Salesforce Lightning and/or Classic
• Understanding of Objects, Fields, Record Types, Page Layouts
• Experience with custom objects and relationships (lookup/master-detail)

Data Entry & Management

• Accurate and efficient data handling
• Experience with Data Loader / Data Import Wizard
• Knowledge of validation rules and duplicate management

Reporting & Dashboards

• Experience creating reports using Salesforce Report Builder
• Dashboard creation with filters and summary formulas
• Knowledge of standard vs. custom report types

Excel & Data Tools

• Intermediate to advanced Excel (VLOOKUP, Pivot Tables, formatting)
• Familiarity with Google Sheets or similar tools

Analytical Skills

• Strong attention to detail
• High accuracy in reporting
• Problem-solving and troubleshooting skills
• Understanding of Salesforce data flow
• Process documentation capabilities

Preferred Qualifications

• Experience working with government, arts, or cultural organizations
• Salesforce Nonprofit Success Pack (NPSP) experience
• Experience Cloud familiarity
• Basic knowledge of APIs and integrations