Job Description
Senior BI Analyst – Salesforce
Location: UK (Hybrid / Remote options available)
Duration: 6-12 months (with potential extension)
Day Rate: £400 - £500 (depending on experience)
Based in London St Pauls, our client is a global provider of investment management solutions, offering technology for portfolio management, risk analysis, and compliance.
We are looking for a Senior BI Analyst to support our client’s business transformation projects, with a focus on Salesforce and driving data-driven decision-making. In this key role, you will leverage Salesforce data and analytics to provide actionable insights, optimise business processes, and add significant value to the organisation’s performance.
Key Responsibilities:
- Data Analysis & Reporting: Lead the analysis of business data, leveraging Salesforce and other data sources to provide actionable insights that inform business decisions.
- Salesforce Data Optimisation: Work closely with Salesforce teams to ensure data within the platform is clean, structured, and accessible for reporting and analytics.
- KPI & Metrics Development: Develop and track key performance indicators (KPIs) to measure the success of business processes, Salesforce adoption, and overall project performance.
- Business Intelligence Solutions: Design and implement business intelligence solutions to provide real-time, data-driven insights that drive business improvements.
- Stakeholder Engagement: Collaborate with key stakeholders across business functions to understand data needs, presenting findings and recommendations to senior leadership.
- Process Improvement: Identify opportunities for process optimisation based on data analysis, improving operational efficiency and aligning Salesforce processes with business goals.
- Advanced Analytics: Apply advanced analytical techniques such as predictive modelling or trend analysis to uncover opportunities for growth and improvement.
- Training & Support: Provide guidance and support to business teams on best practices for using data and Salesforce reporting tools effectively.
Required Skills & Experience:
- Extensive experience as a Business Intelligence Analyst, with a strong background in data analysis and reporting.
- Proven experience working with Salesforce CRM and other business systems to extract and analyse data.
- Strong knowledge of data visualisation tools such as Tableau, Power BI, or similar platforms.
- Excellent understanding of data governance, quality, and integrity, with the ability to maintain accurate and actionable datasets.
- Strong analytical mindset with the ability to translate complex data into business insights and actionable recommendations.
- Experience developing KPIs and performance dashboards to monitor business performance.
- Excellent communication skills, both verbal and written, with the ability to present data findings to non-technical stakeholders.
Desirable Skills:
- Salesforce certifications (e.g., Salesforce Administrator, Salesforce Advanced Analytics).
- Previous experience within financial services, asset management, or related sectors.
- Familiarity with Agile project methodologies.
- Experience working with third-party data integration tools.