SA Portfolio Data Management Analyst

SA Portfolio Data Management Analyst

Requirements

• Bachelor’s degree in Business Management desired; however, a focus in Business Analysis or Data Analysis is preferred but not required. Other relevant degrees will be considered.
• 1+ years of experience in a Data Analysis, Business Analysis, Project Coordinator, or related role.
• Proficient in Excel, with a focus on leveraging basic formulas such as VLOOKUP, basic functions, PivotTables needed.
• Ability to learn new software packages and in-house systems as business need arises.
• Strong project coordination and organizational skills with the ability to move from one system to the next in a timely fashion.
• Solid analytical and problem-solving skills.
• Hold excellent written, verbal, and interpersonal skills, with the ability to communicate with teams and staff at all levels.
• Must be very detail oriented with the ability to demonstrate a high level of accuracy working within various software packages and database systems.

Responsibilities

• Create and maintain key contract data within Salesforce for SA clients, with a full life cycle approach from implementation to completion.
• Utilize strong research skills with tools such as D&B Hoovers, PitchBook, and Salesforce to identify client locations for implementation and account maintenance.
• Capable of working with large sets of data within Excel while utilizing VLOOKUPS, PivotTables, and basic excel formulas.
• Simultaneously handle multiple job-related tasks and requires strong coordination and prioritization skills to independently manage end-to-end with minimal supervision.
• Monitor and report on the progress of job-related tasks and functions in a structured manner, highlighting any deviations from the schedule and potential risks to contract implementation.
• Responsible for coordinating with but not limited to stakeholders from Robert Half teams such as: branches, billing, credit, time entry and payroll for candidate transitions to MSP accounts.
• Ability to QA Salesforce contract data and work with internal stakeholders, addressing variations and providing solutions to output an error free product.
• Facilitate issue resolution of SA contract terms relating to account setup.
• Provide assistance on special projects as needed in support of SA, and field initiatives that impact the implementation process.
• Collaborate with department peers, such as but not limited to: SA Contract Implementation Managers, Compliance, Pricing, Credit, Billing, Time Entry, Strategic Account VPs, and front office Services teams relating to client contract data.

Preferred Qualifications

• Working knowledge of nested Excel formulas for data analysis and report creation preferred but not required.
• Previous exposure to Power Query, Domo, SmartSheets is preferred but not required.
• Knowledge of how to extrapolate and analyze data from databases such as DOMO, Tableau or SQL preferred but not required.
• Experience with Salesforce, PitchBook, and Hoovers, preferred, but not required.