Data Analyst

CPA.com    Dexter, MI
Job Description

Summary: Responsible for manipulating data from multiple sources with high integrity, providing excellent communication to the sales operations team regarding the status of projects, and the verification of data entered into the CRM. The data analyst also should be committed to transforming data into readable, goal-driven reports for continued innovation and growth by performing the following duties.

Duties and Responsibilities include the following. Other duties may be assigned.

  • Populates data from spreadsheets and various other sources into our Salesforce CRM/database systems.
  • Manipulates data from multiple sources including conferences, trade shows, and business partners.
  • Creates and manipulates spreadsheets with large number of figures and rows without mistakes.
  • Verifies data by comparing the entries to the source documents.
  • Updates existing Salesforce CRM data.
  • Generates and analyzes reports from Salesforce or other systems.
  • Communicates effectively with the sales operations and account management teams.
  • Processes confidential data and information according to guidelines.
  • Supports initiatives for data integrity, quality control, and normalization.
  • Supervisory Responsibilities

    Directly supervises employees in the Sales Operations Department. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

    Qualifications:

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Language Ability:

    Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.

    Math Ability:

    Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

    Reasoning Ability:

    Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

    Computer Skills:

    To perform this job successfully, an individual should have knowledge of Microsoft Word, Microsoft Excel, and Salesforce.

    Education/Experience:

    High school diploma or general education degree (GED); or one to two years related experience and/or training; or equivalent combination of education and experience.

    Knowledge, Skills and Other Abilities:

  • Excellent Knowledge of Microsoft Excel, Microsoft Word, and spreadsheets
  • Strong typing skills with accuracy
  • Basic understanding of databases
  • Great attention to detail
  • Working knowledge of office equipment and computer systems
  • Physical Demands:

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    While performing the duties of this job, the employee is regularly required to use hands, reach with hands and arms, and talk or hear. The employee is frequently required to sit. The employee is occasionally required to stand, and walk.

    Work Environment:

    The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    The noise level in the work environment is usually moderate.

    Job Type: Full-time


    Mon, 15 Apr 2019 15:28:24 GMT

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