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Fulton Bank · 2 months ago

Senior Salesforce Sales Reporting and Analytics Analyst

Lancaster, PA

Full-time

Hybrid

Senior Level

$79K/yr - $132K/yr

5+ years exp

Fulton Bank is committed to making a positive impact in local communities and champions a culture of learning and inclusion. The Senior Salesforce Sales Reporting and Analytics Analyst plays a critical role in enabling data-driven decision-making by transforming complex data into actionable insights that drive sales effectiveness and strategic growth.

BankingFinancial Services

No H1B

Responsibilities

Lead the design, development, and maintenance of Salesforce CRM Analytics (CRMA) dashboards, reports, and datasets. Build scorecards and performance dashboards for frontline sales teams, ensuring alignment with business goals, KPIs, and sales planning processes. Provide ongoing support and enhancements to dashboards and reporting solutions. Document processes, data models, and report logic to ensure scalability and continuity

Consult and partner with line-of-business (LOB) leaders, stakeholders, and internal data teams to define key business questions, performance metrics, and measurement strategies that influence sales planning, strategic direction, and growth

Apply advanced techniques in quantitative analytics, statistical analysis, segmentation, and other forms of data modeling to convert raw data into actionable insights. Translate findings into recommendations that address business questions and inform sales planning activities

Execute the Sales Reporting and Planning Strategy by partnering with leadership to deliver relevant, real-time insights to sales teams. Build and streamline reporting mechanisms to deliver accurate sales information efficiently while maintaining data integrity. Analyze sales results, trends, and projections. Create, maintain, and update organizational sales hierarchy data

Deliver data-driven support for the annual goal-setting and sales planning process, including building timelines, templates, and processes to ensure accuracy and consistency across budgets, forecasts, and targets. Ensure alignment between planning outputs and corporate budgets

Ensure data quality, integrity, and consistency across Salesforce, Tableau, and other reporting platforms. Develop and maintain audit and validation processes to confirm reporting accuracy. Provide timely, accurate deliverables that support LOB initiatives and ensure closed business is reflected correctly in reports

Mentor and coach other analysts in best practices for sourcing, compiling, transforming, and analyzing data from multiple sources for use in dashboards, reporting, sales planning, and modeling

Qualification

Salesforce CRM Analytics StudioData analyticsTableauStatistical analysisData modelingSales reportingMentoringCollaborationCommunicationProblem-solving

Required

Bachelor's Degree or the equivalent experience. Specialty data analytics, information systems, business or related field

5 or more years data analytics, business intelligence, or related field, with demonstrated success in designing and delivering enterprise reporting solutions

Familiarity with Salesforce Financial Services Cloud and other Salesforce ecosystem tools