What are the responsibilities and job description for the Tableau/Salesforce Data Analyst position at Jobs via Dice?
Description
The Data Analyst delivers accurate, timely, and actionable insights that drive sales performance, deepen customer understanding, and inform strategic decision-making. This role maintains data integrity and accessibility across multiple platforms, including Salesforce, and utilizes business intelligence tools such as Tableau to develop clear, impactful dashboards and reports. By transforming data into meaningful analysis, the Data Analyst enables leadership and sales teams to make informed decisions that support growth and operational excellence.
Essential Functions And Responsibilities
Administer and manage Salesforce data (objects, fields, relationships, user access, data loads/exports, data integrity) aligned with analytics requirements.
Import and integrate data from multiple internal and external sources (e.g., distributor point-of-sale (POS) reports, Salesforce, marketing automation, SAP B1, Excel/CSV files, APIs) into a common analytics environment.
Perform heavy data cleaning, validation, and transformation on non-standardized data sources (e.g. POS reports from distributors) to ensure completeness, accuracy, and consistency across reporting systems.
Design, develop, and maintain Tableau dashboards and reports that communicate business trends, key performance indicators (KPIs), and actionable insights.
Develop and embed Tableau dashboards within Salesforce to provide a seamless user experience, enabling sales teams to access critical insights directly within their workflow.
Analyze sales and customer data to identify patterns, trends, and opportunities (e.g., sales funnel velocity, pipeline forecasting, territory performance, customer segmentation, and campaign ROI) that drive strategic initiatives and improve business outcomes.
Utilize cleaned POS and sales data to calculate, validate, and deliver accurate and timely commission reports to Sales and Finance teams.
Collaborate with cross-functional teams (Sales, Marketing, Finance, and Operations) to understand business needs and translate them into analytical solutions.
Support data governance and documentation, including data dictionaries, process workflows, and reporting standards.
Provide guidance and training to internal users on dashboard functionality and data interpretation to promote self-service analytics.
Monitor and evaluate data processes and reporting tools, recommending improvements or automation opportunities as appropriate.
Stay current on industry best practices, emerging technologies, and tools related to data analytics, visualization, and CRM systems.
Requirements
QUALIFICATIONS
Bachelor's degree in Data Analytics, Computer Science, Information Systems, Statistics, Business Administration, or a related field required.
Salesforce Administrator certification (or equivalent) preferred.
Tableau Desktop Specialist or Certified Data Analyst certification preferred.
Minimum of three (3) years of experience in data analysis, business intelligence, or a related analytical role.
Experience administering and managing Salesforce data, including imports, exports, and custom reporting.
Demonstrated Proficiency in Tableau (dashboard design, Salesforce integration/embedding, data connections, extracts, joining, filtering, parameters, performance optimization).
Strong, demonstrated experience using Tableau Prep (or an equivalent ETL tool) to build and maintain robust data flows, specifically for cleaning and blending non-standardized data sets.
Strong experience in data cleaning/preparation, working with multiple data sources (databases, spreadsheet/CSV, APIs).
Working knowledge of SQL or other database query tools preferred.
Experience with Python, R, or other data analysis languages considered a plus.
Technology Doesn't Change the World, People Do.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use.
The Data Analyst delivers accurate, timely, and actionable insights that drive sales performance, deepen customer understanding, and inform strategic decision-making. This role maintains data integrity and accessibility across multiple platforms, including Salesforce, and utilizes business intelligence tools such as Tableau to develop clear, impactful dashboards and reports. By transforming data into meaningful analysis, the Data Analyst enables leadership and sales teams to make informed decisions that support growth and operational excellence.
Essential Functions And Responsibilities
Administer and manage Salesforce data (objects, fields, relationships, user access, data loads/exports, data integrity) aligned with analytics requirements.
Import and integrate data from multiple internal and external sources (e.g., distributor point-of-sale (POS) reports, Salesforce, marketing automation, SAP B1, Excel/CSV files, APIs) into a common analytics environment.
Perform heavy data cleaning, validation, and transformation on non-standardized data sources (e.g. POS reports from distributors) to ensure completeness, accuracy, and consistency across reporting systems.
Design, develop, and maintain Tableau dashboards and reports that communicate business trends, key performance indicators (KPIs), and actionable insights.
Develop and embed Tableau dashboards within Salesforce to provide a seamless user experience, enabling sales teams to access critical insights directly within their workflow.
Analyze sales and customer data to identify patterns, trends, and opportunities (e.g., sales funnel velocity, pipeline forecasting, territory performance, customer segmentation, and campaign ROI) that drive strategic initiatives and improve business outcomes.
Utilize cleaned POS and sales data to calculate, validate, and deliver accurate and timely commission reports to Sales and Finance teams.
Collaborate with cross-functional teams (Sales, Marketing, Finance, and Operations) to understand business needs and translate them into analytical solutions.
Support data governance and documentation, including data dictionaries, process workflows, and reporting standards.
Provide guidance and training to internal users on dashboard functionality and data interpretation to promote self-service analytics.
Monitor and evaluate data processes and reporting tools, recommending improvements or automation opportunities as appropriate.
Stay current on industry best practices, emerging technologies, and tools related to data analytics, visualization, and CRM systems.
Requirements
QUALIFICATIONS
Bachelor's degree in Data Analytics, Computer Science, Information Systems, Statistics, Business Administration, or a related field required.
Salesforce Administrator certification (or equivalent) preferred.
Tableau Desktop Specialist or Certified Data Analyst certification preferred.
Minimum of three (3) years of experience in data analysis, business intelligence, or a related analytical role.
Experience administering and managing Salesforce data, including imports, exports, and custom reporting.
Demonstrated Proficiency in Tableau (dashboard design, Salesforce integration/embedding, data connections, extracts, joining, filtering, parameters, performance optimization).
Strong, demonstrated experience using Tableau Prep (or an equivalent ETL tool) to build and maintain robust data flows, specifically for cleaning and blending non-standardized data sets.
Strong experience in data cleaning/preparation, working with multiple data sources (databases, spreadsheet/CSV, APIs).
Working knowledge of SQL or other database query tools preferred.
Experience with Python, R, or other data analysis languages considered a plus.
Technology Doesn't Change the World, People Do.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use.