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Global Salesforce Data Analyst

United States, Pennsylvania, Oaks
1 Freedom Valley Drive (Show on map)
August 12, 2022

When you step into SEI - anywhere in the world - you know you're not inside a traditional financial services company. We have no offices. Our open innovation spaces spur creativity, the provocative artwork inspires conversation, and the flexible work-life balance drives personal and professional growth. We are a place to inspire your work, build your voice,and grow your community. We're different. And we're proud of it.

We are looking for a highly motivated, experienced Global Salesforce Data Analyst. The candidate will have a key role in setting up and executing the projects necessary to create a single shared view of SEI's business that drives revenue and enriches business opportunities globally. This includes rolling out Salesforce across SEI, integrating all units into one instance, and creating the process and data models needed to support this initiative. Ongoing work will include the creation of a centralized global data team and the use of AI and machine learning to help inform decision making at all levels of the business.

What you'll do:

  • Work with teams to plan and implement a future-focused global data strategy that drives revenue and enriches business opportunities.
  • Act as liaison between internal team members, business stakeholders, and other cross-functional teams
  • Considered a subject matter expert of the technology products and features delivered by the team and used by our end-users
  • Help build a data-driven roadmap (in phases) that aligns with business strategy and centers around a single source of truth and a single, shared view of our businesses globally
  • Analyze business processes and document as-is and recommended business process flows
  • Help businesses improve processes and efficiency in Salesforce (and other systems) by identifying, documenting, and analyzing requirements around business challenges.
  • Work with Project Manager to drive business requirements gathering, documentation, change requests, and requirements traceability
  • Identify and manage cross-functional and cross-technical dependencies
  • Anticipate and communicate blockers, conflicts, and obstacles
  • Connect-the-dots between business strategies and project deliverables
  • Work with team to establish internal adoption metrics of CRM
  • Evaluate SFDC implementation progress against scope and timeline
  • Ensure everyone involved works together to achieve the best results.
  • Goal-oriented, highly motivated leader who can hit the ground running,
  • Challenges team to grow and think in new ways.

What you bring to the table:

  • Graduate in Computer Science, Business Administration or equivalant education and experience.
  • 10+ years of supporting Salesforce CRM, experience with Tableau CRM / Einstein Analytics a definite plus
  • Proven technical acumen to translate business requirements into functional design
  • A customer advocate with excellent listening skills to fully understand customer requirments and plan points.
  • Proven presentation and communication skills with client executives.
  • Strong analytical skills and the ability to meet tight deadlines, while working in a fasr paced enviornment.
  • Ability to build trust remotely as well as in person
  • Understanding of XML, SQL, and enterprise application integration
  • A thorough understanding of B2B marketing /sales pipeline practices and KPIs
  • Proven advanced spreadsheet skills (formulas, data cleansing and data manipulation)
  • Salesforce.com Certifications (Admin, Consultant, and/or Developer) is a definite Plus

Attributes we value:

  • The ability to maintain perspective and work collaboratively in stressful situations
  • The ability to navigate pushback while maintaining composure and positivity
  • Excellent organizational and time management skills
  • A team mentality
  • Personal accountability

What you can expect from us:

We are a technology and asset management company delivering on our promise of building brave futuresSM-for our clients, our communities, and ourselves. Whether you're in one of our global offices or remotely contributing your talent, our culture encourages collaboration, spurs creativity, and inspires the courage to unlock opportunities that help us realize our fullest potential.

Without people, it's just work, so we take pride in caring for our employees and clients. We understand the importance of integrating work and life because finding harmony in your professional and personal activities is key to achieving fulfillment.

And inclusion isn't just a buzz word for us-it's at the core of our commitment to driving our collective success. We ask employees to bring their authentic selves to do their best work every day. It's the power of diverse perspectives, experiences, and ideas that help us deliver the solutions that solve for our clients' most complex challenges.

Six core values are the foundation of SEI's culture. Care for our clients, communities, investors, and each other drives our commitment to these values.

Courage:We think and act like owners, embracing risk to drive growth for our clients and company.

Integrity:We do what we say and act with transparency (because it's the right thing to do).

Collaboration:We work with each other, our clients, partners, and communities to solve problems that matter.

Inclusion:We nurture an environment of respect and belonging where people are empowered to be themselves.

Connection:We build lasting relationships through which we learn, grow, and succeed.

We haveFun.

Does your brave future include professional growth, mastering new skills, and cultivating meaningful connections? Come build it with us, and join our community.

SEI is an Equal Opportunity Employer and so much more...

After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our Oaks, PA office encompasses an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.

SEI is an equal opportunity / affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.