Lido Advisors, LLC
Lido Advisors, LLC
201 – 500 कर्मचारी
परामर्शबीमावित्त
Lido Advisors, LLC एक संपत्ति प्रबंधन कंपनी है, जो व्यक्तिगत फैमिली ऑफिस दृष्टिकोण के माध्यम से उच्च-निवल-मूल्य वाले व्यक्तियों, उद्यमियों, धर्मार्थ संस्थाओं और मीडिया जगत की हस्तियों को सेवाएँ प्रदान करती है। 1999 में स्थापित यह कंपनी वित्तीय योजना, निवेश प्रबंधन तथा रणनीतिक कर और संपत्ति नियोजन के समन्वय को एकीकृत करती है, ताकि ग्राहकों को अपनी संपत्ति की सुरक्षा, वृद्धि और संरक्षण में सहायता मिल सके। Lido 20 अरब डॉलर से अधिक की परिसंपत्तियों का प्रबंधन करती है और जब ग्राहकों को अपनी सेवाओं से परे सहायता की आवश्यकता होती है, तब संबद्ध कानूनी और कर विशेषज्ञों के साथ काम करती है। 201–500 कर्मचारियों और पूरे संयुक्त राज्य अमेरिका में 33 कार्यालयों वाली Lido Advisors निजी संपत्ति प्रबंधन, वित्त, परामर्श और संबंधित सेवाओं के क्षेत्र में विभिन्न अवसर प्रदान करती है।

Vice President Business Intelligence Engineer at Lido Advisors (Remote)

Lead Salesforce CRM analytics, business intelligence reporting, and predictive modeling for data-driven wealth management decisions at Lido Advisors. Partner with stakeholders to deliver governed, actionable insights across sales, operations, and client analysis.

विवरण

  • Develop CRM analytics solutions for key stakeholders.
  • Use Salesforce CRM Analytics to extract, transform, and analyze data for business processes and decisions.
  • Build dashboards, reports, and visualizations with Salesforce Analytics and other BI tools.
  • Create predictive models that help Sales teams identify priority focus areas.
  • Partner with cross-functional teams to define data requirements and deliver tailored solutions.
  • Work with IT and business stakeholders to customize Salesforce workflows, automations, and integrations.
  • Clean, transform, and validate data to maintain accuracy and integrity.
  • Analyze customer information, sales performance, and market trends to produce actionable insights.
  • Apply data governance, compliance, and security practices within Salesforce.
  • Investigate data trends, patterns, and opportunities for improvement.
  • Present analytical findings clearly to stakeholders.
  • Handle ad hoc data requests and provide project-based analytical support.
  • Keep current with data analytics and visualization practices.
  • Develop and maintain interactive CRMA dashboards and reports using Snowflake integration.

आवश्यकताएँ

  • Bachelor’s degree in data science, information systems, business, or a related field.
  • At least five years of professional experience.
  • Demonstrated experience with CRMA, Salesforce, Agentforce, Data Cloud, or comparable Salesforce capabilities.
  • Working knowledge of Snowflake, dbt, API integrations, and data management methods.
  • Experience in revenue operations, including systems for business development and client analysis.
  • Strong SQL skills for querying, extracting, transforming, and analyzing data.
  • Familiarity with AI and predictive analytics in CRM platforms.
  • Strong problem-solving ability and skill in converting business needs into technical solutions.
  • Clear communication skills, including presenting insights and complex findings to nontechnical audiences.
  • Ability to work independently and collaboratively in a fast-paced, deadline-driven setting.
  • Proficiency with Salesforce Lightning, Salesforce Analytics, and data visualization tools.
  • Experience with analytics platforms such as CRM Analytics, Tableau, or Power BI.
  • Experience working with Snowflake data warehouses.
  • Experience with Slack, Slack Bot, Headless 360, SF Coworker, or similar tools.
  • Experience using AI tools such as Claude, ChatGPT, Copilot, and related integrations.
  • Knowledge of additional data analysis tools and programming languages, including Python or R.
  • Experience in wealth management or financial services.
  • Understanding of data governance and data security best practices.
  • Salesforce certifications such as Salesforce Administrator, Salesforce Business Analyst, or Salesforce CRM Analytics & Einstein Discovery Consultant are advantageous.

लाभ

  • Competitive compensation and benefits package.
  • Professional development and career growth opportunities.
  • Collaborative and inclusive workplace.
  • Flexible work arrangements.

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