Salesforce Data Business Analyst Fintech Sales

Overview

In this role you drive Salesforce as the global reference for the firm, shaping data-driven decisions across sales. You collaborate with the CEO and cross-functional teams to govern data, optimise the sales pipeline, and deliver decision-support tools. You’ll unify data management with BI to enable reliable, value-driven outcomes and front-line improvements in customer service. This position offers autonomy in a fast-growing fintech environment and a direct impact on global operations.

Responsibilities

• Document and map sales and business processes, policies and procedures
• Maintain data integrity in Salesforce and oversee data quality
• Lead meetings to gather system requirements and underpin documented processes
• Propose and implement solutions to maximise value from data assets for reliability and cost-effectiveness
• Develop capabilities to place data at the core of business decisions
• Lead development of tools, processes and systems for decision support and end-customer needs
• Design and implement data input, data integration, analysis and reporting solutions; lead related proposals and business development
• Act as the team BI lead
• Support and collaborate with sales and marketing teams to enhance pipeline management
• Utilise data assets to enable world-class decision support for the business and customers

Key requirements

• Excellent knowledge and experience of data / data management
• Focus on Business Intelligence
• Salesforce Administration
• Ideally Mulesoft or a similar tool
• Experience supporting and proactively working with sales and marketing teams
• Understanding of sales pipelines
• Interest in data and reporting
• Proficient in Microsoft Word, Excel, Project, PowerPoint, MS Access, Visio

• Cross-functional collaboration
• Proactive problem solving
• Strong communication
• Salesforce Administration
• Data management
• Business Intelligence

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