Salesforce Reporting Analyst - SPM

Post Date

Apr 19, 2024


San Ramon,

ZIP/Postal Code

Jul 23, 2024 Insight Global

Job Type



Business Analysis

Req #


Pay Rate

$32 - $48 (hourly estimate)

Job Description

Insight Global is looking for a Salesforce Reporting Analyst to join one of our largest utility clients. They will be supporting the Environmental Undergrounding team. This role will be focused on dashboard requests and Salesforce enhancements. The three main systems you will work with are Salesforce, Einstein Analytics and PowerBI.


* Write training documents and job aids for any enhancements or new applications within Salesforce

* Responsible for creating basic reports and dashboards in Salesforce

* Responsible for compiling data within Salesforce and Excel to present metrics to high level stakeholders

* Clearly communicate any obstacles to raise awareness and avoid project impediments and overall project timeline disruption.

* Collaborate with Product Owner, Team Lead and Developers on tasks related to the planning, testing and coordination of release activities.

* Responsible for minor enhancements requested by the client including Salesforce development

Einstein Analytics

* Provide functional and technical direction to deliver resources to the project team.

* Support through a clear, articulate expression of expertise in the Einstein AI and analytic tool.

* Develop Einstein platform expertise and advise on solutions that adhere to platform best practices.

* Understand/Gather Analytics requirements and Identify product requirements for future enhancements.

* Develop and maintain dashboards in Einstein for all functional teams


* Data Visualization: Transform complex data sets into engaging and understandable visuals.

* Dashboard Development: Develop interactive dashboards and reports that provide actionable insights.

* Data Analysis: Interpret raw data to inform strategic business decisions.

* Stakeholder Communication: Work closely with various stakeholders to convey complex data insights clearly.

* Data Transformation: Connect to data sources, import data, and transform it for Business Intelligence.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected].

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: .

Required Skills & Experience

Bachelor's Degree with some kind of technical emphasis

Minimum of 3 years of analytics experience

1+ years' experience with Salesforce: creation of basic reports and dashboards in Salesforce.

Experience building dashboards and reports within Einstein Analytics

Experience building dashboards and reports within PowerBI

Computer literacy (Microsoft Office)

Detail oriented, very organized

Excellent communication skills both verbal and written

Ability to learn and improve

Ability to analyze data from several sources and identify and articulate the business impact

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.