- Designs , develops, and maintains operational reports for internal personnel and Business Units using a variety of reporting tools, mainly Salesforce Lightning, CRM-A, and Tableau.
- Troubleshoots data issues, validates result sets, analyzes, recommends, and implements process improvements for reporting needs.
- Participates in the design and execution of governance activities to ensure accuracy of reports.
- Coaches team members to maintain the highest levels of customer service quality and productivity; helps Director with ideas to address any inefficiencies.
- Partners with enterprise data engineering team to create technical designs that meet reporting needs.
- Tests applications and assists in the implementation of new systems or updates to existing systems.
- Initiates proactive communication to all parties involved in report projects.
- Gathers information on technical requirements, issues, provides solutions, meets deadlines and provides general support to meet customer needs.
- Understands and maintains knowledge on application, updates, enhancements and system limitations as they affect the reporting process.
- Works closely with business personnel to ensure satisfaction concerning reporting needs; creates plan to address client needs.
- Demonstrates strong understanding of business and operations and is able to apply that knowledge to the design and interpretation of reports.
- Provides technical assistance and resolves issues related to supported applications and reports.
- Assists in the accomplishment of Insperity Company goals.
- Helps other employees to accomplish Insperity Company goals.
- Performs other duties as may be assigned by department supervisor.
- Participates in the Disaster Recovery plan as required.
- Bachelor's Degree in a related field or related work experience is preferred.
- Five to seven years of hands-on experience with design and development of enterprise reporting solutions or business analysis experience is required.
- Salesforce Certified Administrator preferred.
- Broad experience with data and reporting, leveraging Excel, Tableau, PowerBI, Salesforce Lightning, CRM Analytics or other business analysis and reporting platforms.
- Strong experience with relational database concepts, including SQL and working knowledge of database applications.
- Ability to create and maintain reports using specialized technical report writing software.
- Demonstrated ability to work independently, be a self-starter, be innovative, and actively seek new or better methods of competence.
- Excellent networking and relationship-building skills.
- Ability to learn new concepts quickly.
- Exhibits a positive team player attitude with a sense of urgency directed toward the provision of successful solutions for specific projects.
- Must be detail oriented, organized and possess the ability to handle a multi-task environment with great skill and accuracy.
- Communicates effectively, verbally and in writing, with an ability to express complex technical concepts in clear and accessible business terms.
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Senior Salesforce Reporting Administrator - Kingwood, United States - Insperity
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Description
Insperity provides the most comprehensive suite of scalable HR solutions available in the marketplace with an optimal blend of premium HR service and technology. With more than 90 locations throughout the U.S., Insperity is currently making a difference for thousands of businesses and communities nationwide.Behind our success is the unshakeable belief in the value of our people. We value diversity, inclusivity and a sense of belonging. We celebrate work and life events, and we partner with our clients and communities to make great things happen.
We have received recognition numerous times as a top place to work, most recently ranking on U.S. News & World Report's "Best Companies to Work for 2024" list, and Glassdoor's "Best Places to Work in the U.S. 2023" list. There is no better time to be a part of Insperity, and our best work is yet to come. Learn more at
Why Insperity?
Flexibility: Over 80% of Insperity's jobs have flexibility. We want your time to have balance, whether it's spent with coworkers, clients, family or your community.
Career Growth: Insperity provides many ways to grow with the company. We offer continuous learning programs, mentorship opportunities and ongoing training.
Well-Being: Our total rewards package includes generous paid time off, top-tier medical, dental and vision benefits, health & wellness support, paid volunteer hours and much more. We take care of our people so that you can do your best work.
Senior Salesforce Reporting Administrator
We are currently seeking a Senior Salesforce Reporting Administrator to join our team. This position is responsible for providing accurate and timely delivery of reporting requests and related services that result in client retention, growth and customer satisfaction. Serves in a consultant role for all Operations departments that use the CRM system. Assists or is responsible for the creation of technical design. Reviews progress with management. Tests applications and assists in the implementation of new systems or updates to existing systems.
Responsibilities