Key Facts

Remote From:

Full time

English

Hard Skills

Salesforce Salesforce Salesforce Object Query Language (SOQL) Analytical Dashboard Apex Data Loader Flowmaster Power BI Intelligent Agent

Other Skills

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Problem Reporting
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Microsoft Excel
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Communication
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Analytical Thinking

Roles & Responsibilities

Hands-on Salesforce experience focused on reporting/analytics
Advanced proficiency in Salesforce reports/dashboards and SOQL
Strong requirements-gathering skills for ambiguous requests
Analytical mindset for large datasets and discrepancy resolution

Requirements:

Elicit and clarify requirements from non-technical stakeholders
Build/maintain reports, dashboards, formulas, validation rules, and flows in Salesforce
Investigate and fix data issues
Deliver insights on metrics like job profitability, technician performance, scheduling efficiency, and lead-to-install funnels

Come work with us.

About Come work with us.

Welcome to MTM, where expertise meets opportunity in the dynamic realm of construction staffing and recruitment. As a premier agency dedicated to connecting top-tier talent with leading construction firms, we take pride in shaping the future of the industry through unparalleled service and a commitment to excellence. At MTM, we understand that the success of any construction project hinges on the strength of its workforce. That's why we specialize in identifying and placing highly skilled professionals who bring not just technical proficiency but also a passion for building the structures that shape our world. Our team of experienced recruiters possesses a deep understanding of the construction landscape, enabling us to tailor our services to meet the unique needs of both clients and candidates. Whether you are a construction company seeking the perfect blend of skills for your next project or a talented individual looking to take the next step in your career, MTM is here to make that connection happen seamlessly. What sets us apart is our commitment to a personalized approach. We go beyond matching resumes with job descriptions; we delve into the culture and goals of our clients to ensure a harmonious fit. For candidates, we take the time to understand your aspirations and skills, guiding you toward opportunities that align with your career objectives. Our expansive network spans across all facets of the construction industry, from commercial and residential development to infrastructure projects. We cater to a diverse range of roles, including project managers, engineers, architects, skilled trades, administrative personnel and Executive placement. MTM is more than just a staffing and recruiting agency – we are a partner invested in the success of both our clients and candidates. As we navigate the ever-evolving construction landscape, we remain dedicated to fostering lasting relationships that build the foundations for success.

Founded: 2018

Company size: 11 - 50

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Job description

Job Summary

Hands-on Salesforce Data Analyst needed for our Revenue Operations team in a home remodeling business. Focus: Build reports, dashboards, and insights using Salesforce (including Field Service Lightning - FSL) to support sales, field operations, scheduling, and profitability. Excel at translating vague user requests into clear solutions.

Individual contributor role reporting to RevOps leadership.

Key Responsibilities

Elicit and clarify requirements from non-technical stakeholders (sales, project managers, finance and Leadership).
Build/maintain reports, dashboards, formulas, validation rules, and flows in Salesforce.
Investigate and fix data issues (e.g., discrepancies in jobs, commissions, duplicates).
Deliver insights on metrics like job profitability, technician performance, scheduling efficiency, and lead-to-install funnels.
Perform ad-hoc analysis using SOQL, Data Loader, or Excel.
Maintain data integrity and document solutions.
Partner with RevOps Project Manager to prioritize and clear reporting backlog.

Required Skills

Hands-on Salesforce experience focused on reporting/analytics.
Advanced proficiency in Salesforce reports/dashboards and SOQL.
Strong requirements-gathering skills for ambiguous requests.
Analytical mindset for large datasets and discrepancy resolution.
Proficiency with Data Loader, Excel (advanced formulas/pivots).
Excellent communication with non-technical users.

Preferred

Integration experience (e.g., ERP, billing tools).
Basic Flow Builder knowledge.
Experience with Field Service Lightning (FSL)
Experience using Power BI to build dashboards, reports, and actionable business insights
Familiarity with AI agents and their practical use in business workflows, automation, analysis, or decision support