Business Data Analyst

Job Description:

Overview

A leading organization is seeking a Reporting & Analytics Coordinator to support Commercial & Industrial (C&I) contractor programs. This role focuses on data collection, reporting, analytics, and visualization, helping the business make informed decisions through clear, actionable insights. The position is evolving and well‐suited for a self‐starter who is comfortable with ambiguity, enjoys problem‐solving, and thrives in a highly collaborative environment.

Responsibilities

• Pull, organize, and analyze data from Salesforce CRM and other internal platforms
• Manage and fulfill reporting requests submitted through intake forms, ensuring accurate and timely delivery
• Collaborate with business partners to clarify reporting needs and gather additional requirements as needed
• Build and maintain reports, dashboards, and visualizations to support leadership decision‐making
• Present data insights in a clear and meaningful way using charts, graphs, and presentations
• Modify and refine reports based on stakeholder and leadership feedback
• Support ad‐hoc reporting, analytics, and operational tasks across the team
• Partner with teammates to gather data from multiple sources when required
• Utilize analytical techniques to support marketing, measurement, and performance reporting efforts
• Assess program performance and support continuous improvement initiatives
• Maintain strong communication with internal customers and demonstrate a customer‐service mindset

Required Qualifications

• 2–6 years of experience in analytics, reporting, coordination, or similar roles
• Strong proficiency in Microsoft Excel, including:
• VLOOKUP
• Pivot tables
• Charts and graphs
• Formatting and data organization
• Experience with Salesforce CRM reporting or dashboards
• Strong proficiency with Microsoft Office tools (Excel, PowerPoint, Outlook, Teams, SharePoint)
• Ability to analyze data and translate it into clear, actionable insights
• Strong written and verbal communication skills
• Highly collaborative with a customer‐focused mindset
• Ability to work independently and manage multiple requests simultaneously

Preferred Qualifications

• Experience with Power BI or Tableau
• Analytics experience within Salesforce, including Einstein Analytics
• Prior experience in utilities or regulated industries
• Business or marketing degree (preferred, not required)
• Ability to present data and insights to senior leadership
• SQL knowledge (nice to have, not required)

What they will be doing/ working on:

• Pulling, organizing, and analyzing data from Salesforce CRM and internal systems
• Managing reporting requests via intake forms and delivering data insights
• Building and maintaining reports, dashboards, and data visualizations
• Collaborating with stakeholders to clarify requirements and refine reports
• Supporting ad hoc analytics and performance reporting initiatives
• Partnering with teammates to gather multi-source data and improve reporting outputs
• Presenting data in a clear, actionable way for leadership and adjusting reports based on feedback

Must Have Skills:

• 2–6 years of experience in analytics, reporting, coordination, or similar roles
• Strong proficiency in Microsoft Excel, including:
• VLOOKUP
• Pivot tables
• Charts and graphs
• Formatting and data organization
• Experience with Salesforce CRM reporting or dashboards
• Strong proficiency with Microsoft Office tools (Excel, PowerPoint, Outlook, Teams, SharePoint)
• Ability to analyze data and translate it into clear, actionable insights
• Strong written and verbal communication skills