Senior Data Analyst – Salesforce Pipeline & Power BI==EST or CST===All visa ==Must have 10+Years
US Staffing open position
Look for candidate from East and Central zone only.
Senior Data Analyst – Salesforce Pipeline & Power BI
Remote
Duration 6+ Month
We are seeking a highly skilled, hands-on Data Analyst to build and extend pipeline and sales performance reporting using Salesforce CRM data. This role focuses on delivering end-to-end visibility across the sales funnel, including upstream referral and activity data, through scalable data models and Power BI dashboards.
This is a hands-on execution role, ideal for someone who combines deep Salesforce pipeline knowledge, strong SQL/data skills, and advanced Power BI expertise.
Key Responsibilities
- Build and enhance sales pipeline reporting across Salesforce stages (Lead, Referral, Opportunity, Application, Activation)
- Extend reporting to include pre-referral activity, lead source attribution, and upstream engagement data
- Develop Power BI dashboards to track:
- Pipeline health and conversion rates
- Sales performance (rep, region, channel)
- Funnel leakage and bottlenecks
- Write SQL and perform data transformations to create clean, reporting-ready datasets
- Integrate data from Salesforce (via CapStorm), Oracle Exadata, and other upstream systems
- Define and implement metrics, KPIs, and funnel logic (conversion %, cycle time, stage movement)
- Perform data validation and reconciliation to ensure accuracy against Salesforce and business expectations
- Support ad-hoc reporting requests and enhance existing dashboards based on business needs
Required Qualifications
Salesforce Expertise
- Strong understanding of Salesforce CRM data model:
- Leads, Opportunities, Activities
- Pipeline stages, conversion metrics, and sales funnel reporting
- Experience building pipeline and sales performance reporting directly from Salesforce data
Power BI Skills
- Hands-on experience developing Power BI dashboards end-to-end
- Strong in:
- Data modeling
- DAX calculations
- Interactive reporting and drill-down design
Data & Technical Skills
- Strong SQL and data transformation experience
- Experience working with large datasets and data warehouse environments (Oracle or similar)
- Experience integrating data from multiple sources into scalable reporting models
Core Competencies
- Strong analytical and problem-solving skills
- Attention to detail with focus on data accuracy and validation
- Ability to work independently and deliver in a fast-paced, ambiguous environment
- Clear and effective communication with technical and business stakeholders
Preferred Qualifications
- Experience with CapStorm or Salesforce data extraction tools
- Experience working on sales pipeline, funnel, or revenue analytics use cases
- Exposure to financial services, payments, or sales-driven organizations
What Success Looks Like
- Accurate, trusted pipeline reporting aligned with Salesforce funnel movement
- Improved visibility into pre-referral and activity-driven pipeline performance
- Power BI dashboards actively used by business stakeholders for decision-making
- Reduced manual effort through automated and reliable reporting workflows
Why This Role
This role offers the opportunity to work on high-impact pipeline analytics, directly influencing sales visibility and performance. You will operate in a hands-on capacity, working close to the data and delivering outputs that are actively used by business and leadership teams.