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salesforce tableau excel data quality vlookup📋 Description
- QA Tableau dashboards/reports for Sales Ops and RevOps decisions
- Validate Tableau outputs reflect Salesforce pipeline, opportunities, accounts
- Document QA findings, logic, and recurring data issues
- Ensure reports align with defined sales processes and RevOps metrics
- Identify discrepancies between Salesforce and Tableau; determine root cause
- Partner with Sales Ops, RevOps, Analytics, and BI to resolve data issues
🎯 Requirements
- Comfort with Tableau: read, validate, and interpret dashboards
- Knowledge of Salesforce CRM: Leads, Accounts, Opportunities, Activities
- Strong Excel skills: VLOOKUP/XLOOKUP, IF, COUNTIF, SUMIFS, pivots
- Strong analytical/abstract thinking; translate sales processes to data
- Ability to work with large, complex datasets; find inconsistencies
- Foundational SaaS sales knowledge: pipeline, bookings, ARR, churn
🎁 Benefits
- 100% remote work and strong work-life balance
- Competitive compensation and comprehensive benefits
- Prepaid medical, life insurance, and funeral assistance
- Internet allowance and home office stipend
- Mentorship and training budget for growth
- 5 days PTO per year; sick leave top-up to 100%
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