Revenue Operations Reporting Specialist

D
Candidates located in India will be considered, Reliable availability to overlap with United States Eastern Time business hoursFull-TimeMiddle
Salary not disclosed
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Job Details

Languages
English
Experience
2+ years
Required Skills
SQLBusiness IntelligenceData AnalysisSalesforceTableauMicrosoft ExcelReporting

Requirements

  • 2+ years building and maintaining reports and dashboards in Salesforce.
  • Proficiency with Salesforce report builder, custom report types, and dashboards.
  • Experience building or maintaining dashboards in Tableau, QuickSight, or comparable BI tools.
  • Strong Excel skills, including lookups and pivot tables.
  • Excellent written English and clear, asynchronous communication skills.
  • Highly detail-oriented with experience working from specifications and service-level expectations.
  • Reliable availability to overlap with United States Eastern Time business hours.
  • Bachelor’s degree in a quantitative, business, or technical field, or equivalent experience.
  • Salesforce Administrator certification (ADM-201) preferred.
  • Familiarity with SQL or other data-preparation tools preferred.
  • Experience with Salesforce CPQ reporting preferred.
  • Prior experience working as part of a distributed or offshore delivery team preferred.

Responsibilities

  • Build new Salesforce reports, custom report types, and dashboards to written specifications.
  • Maintain, update, and troubleshoot the existing library of Salesforce reports and dashboards.
  • Build and refresh Business Intelligence dashboards and data extracts.
  • Perform routine quality assurance and verify data accuracy.
  • Manage the report and dashboard catalog, folder structures, and visibility settings.
  • Execute and monitor scheduled report refreshes and recurring distributions.
  • Document report logic, field definitions, and change history.
  • Manage a structured request/ticket queue to deliver changes within agreed service-level timeframes.
  • Log and escalate data discrepancies and upstream data issues.
  • Regression-test reports and dashboards following Salesforce releases or configuration changes.
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