Vice President, Business Intelligence Engineer
Core
Drive data-informed business decision-making through advanced business intelligence, CRM analytics, and data visualization to support revenue growth and strategic priorities.
Role type
VP Business Intelligence Engineer (Salesforce & Data Engineering)
Builds
Interactive dashboards, predictive models, and analytics capabilities for sales and business development teams
Domain
Financial Services / Revenue Operations / CRM Analytics
Deliverable
production ML models
Required skills
Salesforce CRM Analytics, Snowflake, dbt, SQL, Data Cloud, Agentforce, API integrations, Predictive Analytics, Data Governance, Data Visualization
Preferred skills
Tableau, Power BI, Python, R, AI tools (Claude, ChatGPT, Copilot), Salesforce Certifications, Wealth Management experience
Technologies
Salesforce Lightning, Salesforce Analytics, Einstein Discovery, Snowflake, dbt, Tableau, Power BI, Slack, Headless 360
Responsibilities
Develop and implement CRM analytics solutions; Create interactive dashboards and reports; Build predictive models to identify sales opportunities; Collaborate with cross-functional teams to deliver customized analytics; Partner with IT to customize Salesforce workflows and integrations; Perform data cleaning, transformation, and validation; Analyze customer data and market trends; Ensure data governance, compliance, and security; Present analytical findings to stakeholders.
Seniority
VP, Strategy & Mentorship