Salesforce Business Analyst

Keller Postman LLC is a national law firm that represents a broad array of clients as plaintiffs in complex litigation at the trial and appellate levels. We act for plaintiffs in federal and state court across a variety of claims and practice areas. We take on complicated cases—frequently class and mass actions, arbitrations or matters in multiple jurisdictions—where our legal and strategic counsel can add significant value.

• Collaborate closely with legal professionals and stakeholders to understand their reporting needs.
• Design, create, and maintain a variety of reports and dashboards using Salesforce's reporting tools.
• Run an inventory on existing reports and dashboards to consolidate where applicable.
• Perform in-depth data analysis to uncover trends, opportunities, and areas for improvement for both the legal team and case staff.
• Provide user training and support for report and dashboard usage.
• Create training materials and documentation to ensure user adoption and proficiency with reports and dashboards.
• Work with development teams to build custom report solutions or integrations when standard Salesforce reporting tools cannot meet specific requirements.
• Utilize data visualization best practices to present data in a clear, meaningful, and visually appealing manner, enabling stakeholders to make informed decisions.
• Ensure data accuracy and consistency within reports and dashboards.
• Ensure that reports and dashboards comply with industry regulations and legal requirements.
• Maintain detailed documentation of report and dashboard configurations, data sources, and best practices.
• Stay current with Salesforce updates and enhancements, proactively identifying opportunities to leverage new features for the benefit of the firm.
• Proactively identify opportunities to enhance data visualization and reporting capabilities.
• Other duties as assigned.

• Exceptional analytical and problem-solving skills, with a meticulous eye for detail
• Good understanding of Salesforce data models, object relationships, and architecture
• Proficiency in creating complex reports, dashboards, and data visualizations within Salesforce
• Available and responsive to questions
• Active in the Salesforce community
• Strong computer proficiency; adept at learning new software
• Excellent written and verbal communication skills with the ability to communicate in both technical and non-technical language
• Ability to work independently or as part of a team
• Keen attention to detail and excellent organizational skills
• Ability to multi-task and adapt to changes quickly
• Ability to collaborate across functional teams
• Maintain a strong understanding of technology and its application to achieve business objectives

• Bachelor's degree preferred
• Minimum 2 years of analytical experience
• Minimum 1 years of Salesforce experience

• Certified Salesforce Administrator
• Certified Salesforce Business Analyst or the ability to obtain in the first 6 months
• Certified Salesforce Advanced Administrator is a plus
• Ability to earn additional Salesforce certifications based on Keller Postman's business needs

Keller Postman is an Equal Opportunity Employer.