Salesforce Report Specialist

Salesforce Report Specialist

Job Category: Business Analytics
Job Type: Full Time
Job Location: Remote

Salesforce Report Specialist Job Description


This position will support the Business Analytics department in providing reporting and dashboards to various departments and end-users. 


  • Salesforce Lightning Proficiency (Mandatory)
  • Strong organizational skills
  • Ability to prioritize and handle multiple tasks and requests at one time
  • Excellent written and verbal communication skills
  • Must work well in a team environment
  • Strong attention to detail
  • Proficient with Google’s collaborative suite (Google Drive, Docs, Slides, Forms, Gmail & Calendar)
  • Must have reliable internet and Cellphone
  • Proficient in Asana (Preferred)
  • Ability to be comfortable with and adapt to change easily
  • Critical thinking skills are a must
  • Must be able to handle Confidential Information

Areas of Responsibility:

  • Organize existing report and dashboard library
  • Edit and improve existing procedures and policies for organizing, creating, and editing reports and dashboards
  • Create a glossary of terms used for reporting purposes for admins and end-users
  • Generate and analyze periodic reports on data quality and make suggestions for improvements
  • Collect and review requests for reports and dashboards and ensure accuracy of implementation and report deliverables’ timelines
  • Design and execute reports and dashboards in Salesforce that report the data accurately and meet the end-users needs
  • Test existing reports and use problem-solving skills to determine if data is accurate and that it is providing usable, actionable insights for the department and users needing it
  • Develop queries to extract data based on specific needs
  • Train new Salesforce users on how to use, interpret and filter reporting and dashboards according to their needs
  • Advise department management of any issues as they arise and work to resolve them with appropriate team members in a timely manner


  • Proficient in Salesforce
  • Proficient in Google Suite
  • Experience in Asana 

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job.  Duties, responsibilities, and activities may change at any time with or without notice.

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