Business Intelligence Engineer

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Vice President, Business Intelligence Engineer based in the United States.

• Develop and implement CRM analytics solutions that support key stakeholders and business processes.
• Use Salesforce CRM Analytics to extract, manipulate, analyze, and visualize data for decision-making.
• Create interactive dashboards, reports, and visualizations using Salesforce Analytics and other BI platforms.
• Build predictive models and visualizations to identify areas of focus and opportunities for sales teams.
• Collaborate with cross-functional teams to understand data requirements and deliver customized analytics solutions.
• Partner with IT and business stakeholders to customize Salesforce workflows, automation, and integrations.
• Perform data cleaning, transformation, and validation to maintain data accuracy and integrity.
• Analyze customer data, sales performance, and market trends to generate actionable insights.
• Support revenue operations initiatives and develop systems for understanding business development and client performance.
• Ensure appropriate data governance, compliance, and security practices within Salesforce and related environments.
• Identify trends, patterns, and opportunities for operational and business improvement.
• Present analytical findings and recommendations clearly to technical and non-technical stakeholders.
• Support ad-hoc data requests and provide analytical expertise across business projects.
• Develop and maintain interactive dashboards and reports in CRM Analytics, including Snowflake integrations.
• Stay current with developments in data analytics, visualization, CRM platforms, AI, and predictive analytics.
• Contribute to improvements in analytics processes, tools, and reporting capabilities.

• Bachelor’s degree in Data Science, Information Systems, Business, or a related field.
• 5+ years of relevant professional experience.
• Proven experience with CRM Analytics, Salesforce, Agentforce, Data Cloud, or related Salesforce technologies.
• Strong knowledge of Snowflake, dbt, API integrations, and data management techniques.
• Experience in revenue operations, business development analytics, and client analysis.
• Strong SQL skills for querying, extracting, transforming, and analyzing data.
• Familiarity with AI and predictive analytics within CRM platforms.
• Strong problem-solving skills and the ability to translate business requirements into technical solutions.
• Excellent communication skills, with the ability to present insights and explain complex findings to non-technical stakeholders.
• Ability to work independently and collaboratively in a fast-paced, deadline-driven environment.
• Proficiency with Salesforce Lightning, Salesforce Analytics, and data visualization tools.
• Experience with CRM Analytics, Tableau, Power BI, or similar analytics platforms is preferred.
• Experience with Snowflake-based data warehouses is preferred.
• Familiarity with Slack, Slack Bots, Headless 360, SF Coworker, or similar tools is preferred.
• Experience using AI tools such as Claude, ChatGPT, Copilot, and related integrations is preferred.
• Knowledge of Python, R, or other data analysis and programming languages is a plus.
• Experience in wealth management or financial services is preferred.
• Familiarity with data governance and data security best practices is preferred.
• Salesforce certifications such as Salesforce Administrator, Salesforce Business Analyst, or Salesforce CRM Analytics & Einstein Discovery Consultant are a plus.

• Competitive salary and benefits package.
• Opportunities for professional development and career growth.
• Collaborative and inclusive work environment.
• Flexible work arrangements.
• Opportunity to work with advanced CRM analytics, BI, AI, and data visualization technologies.
• Remote work opportunity within the United States.
• Exposure to cross-functional business intelligence, revenue operations, and strategic analytics initiatives.