Salesforce CRM Analytics Developer
Company: Fidelity Investments
Location: Smithfield
Posted on: September 20, 2023
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Job Description:
Business Intelligence Consultant will be collaborating with our
home office and field leaders to develop thoughtful solutions and
insightful analysis into the work performed by the sales associates
and leaders in Fidelity s Personal Investing Division.The Purpose
of Your RoleAs a member of the team, you ll be contributing to the
development of key performance indicators and performance metrics
for our sales associates and leaders while empowering them with
insights that can improve effectiveness and overall success. You ll
bring together data from a variety of sources and transform it into
meaningful information. You ll be working in a hands-on setting in
our enterprise business intelligence environment to assess
information for over 8000 Fidelity retail branch office and phone
center representatives across the United States.The Expertise and
Skills you bring \u00A0\u00A0 \u00A0A bachelor s degree, preferably
in engineering or business with 8-10 years of work experience as a
data analytics consultant \u00A0\u00A0 \u00A0Highly skilled in
redefining information into substantial metrics and key using
Salesforce CRM Analytics in Salesforce \u00A0\u00A0 \u00A0Expertise
in integrating Salesforce data and external data into Salesforce
CRM Analytics / Tableau CRM using datasets, data recipes.
\u00A0\u00A0 \u00A0Highly skilled with Salesforce LWC, Salesforce
APIs, SAQL and SOQL \u00A0\u00A0 \u00A0Ability to identify,
analyze, and interpret trends or patterns in complex data sets
using structured and unstructured data (ex: JSON) \u00A0\u00A0
\u00A0Skills in visualization design and dashboard development
using BI tools such as Salesforce Analytics/Tableau CRM and Tableau
\u00A0\u00A0 \u00A0Advanced Microsoft Office expertise particularly
with Excel \u00A0\u00A0 \u00A0Understanding of data modeling
concepts and working experience in data analytics using
sophisticated data exploration skills to provide insights to
business users. \u00A0\u00A0 \u00A0Strong written and verbal
communication skills, including the ability to summarize and
interpret information. \u00A0\u00A0 \u00A0Problem solving skills
with the ability to analyzing new information, draw conclusions and
communicate ideas for the purposes of improving processes or
developing new products. \u00A0\u00A0 \u00A0Experience in various
business analysis methodologies. For example, data analysis, use
case development, story writing, user acceptance testing and/or
product documentation. \u00A0\u00A0 \u00A0You ll need to rapidly
adjust to changing demands and priorities.The Value You Deliver
\u00A0\u00A0 \u00A0Your work will advise leaders within the
Personal Investing Division of the organization s sales execution
performance and trends, as well as find opportunities for
improvement. \u00A0\u00A0 \u00A0The analysis you perform will
further explain trends or provide valuable insight into new
opportunities to optimize the efficiency of our channels and
overall effectiveness. \u00A0\u00A0 \u00A0Perform root cause
analysis when issues arise before and after code migrations.
\u00A0\u00A0 \u00A0You ll become an expert in our sales data mart,
which will aid you in information gathering, reporting, and
assessing operational performance. \u00A0\u00A0 \u00A0Your
expertise in business effectiveness will allow you to serve as a
liaison to our development team to satisfy new and evolving
business intelligence and reporting needs. \u00A0\u00A0 \u00A0You
ll lead the design of new metrics for key business decisions.
\u00A0\u00A0 \u00A0You ll work directly with internal business
partners, leaders, analysts, and technical staff to translate
complex information requirements into effective reporting
solutionsHow Your Work Impacts the OrganizationAs part of the Sales
Performance and Analytics team within Fidelity s Personal Investing
Division, you ll provide performance and operational insights for
associates and leaders across the enterprise. Personal Investing s
retail services help millions of people save and invest, while
building lifetime relationships and serving its customers online,
over the phone and through a nationwide network of investor
centers. Your work will help leaders assess the overall performance
of Personal Investing and its associates.Company OverviewFidelity
TalentSource is the in-house temporary staffing provider for
Fidelity Investments, one of the largest and most diversified
global financial services firms in the industry. We welcome
individuals from all backgrounds, including technology and customer
service, to fill assignments across Fidelity's U.S.-based regional
and investor center locations. If you would like to experience
Fidelity's supportive and collaborative culture while expanding
your skill set and developing your professional network, consider a
role with Fidelity TalentSource. Apply today at--.We believe that
the most effective way to attract, develop and retain a diverse
workforce is to build an enduring culture of inclusion and
belonging.Fidelity TalentSource will reasonably accommodate
applicants with disabilities who need adjustments to participate in
the application or interview process. To initiate a request for an
accommodation, please contact our HR team at .Information about
Fidelity InvestmentsAt Fidelity Investments, our customers are at
the heart of everything we do. As a privately held company with a
rich 75-year history, our mission has remained the same since our
founding: to strengthen the financial well-being of our clients. We
help people invest and plan for their future. We assist companies
and non-profit organizations in delivering benefits to their
employees. And we provide institutions and independent advisors
with investment and technology solutions to help invest their own
clients' money. For information about working at Fidelity, visit
.Fidelity Investments and Fidelity TalentSource are equal
opportunity employers.
Keywords: Fidelity Investments, Woonsocket , Salesforce CRM Analytics Developer, IT / Software / Systems , Smithfield, Rhode Island
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