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Deschide
Lido Advisors, LLC este o companie de administrare a averii care oferă servicii persoanelor cu avere netă ridicată, antreprenorilor, organizațiilor caritabile și personalităților din mass-media, printr-o abordare personalizată de tip family office. Fondată în 1999, compania combină planificarea financiară, gestionarea investițiilor și coordonarea strategică a planificării fiscale și succesorale pentru a-i ajuta pe clienți să își protejeze, să își crească și să își păstreze averea. Lido administrează active în valoare de peste 20 de miliarde de dolari și colaborează cu profesioniști juridici și fiscali afiliați atunci când clienții au nevoie de servicii care depășesc oferta proprie. Cu o echipă de 201–500 de angajați și 33 de birouri în Statele Unite, Lido Advisors oferă diverse oportunități în administrarea averilor private, finanțe, consultanță și servicii conexe.
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.
Descriere
- 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.
Cerințe
- 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.
Beneficii
- Competitive compensation and benefits package.
- Professional development and career growth opportunities.
- Collaborative and inclusive workplace.
- Flexible work arrangements.
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