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Lido Advisors, LLC
Lido Advisors, LLC
201 – 500 Xodimlar
KonsaltingMoliyaSug‘urta
Lido Advisors, LLC yuqori sof boylikka ega shaxslar, tadbirkorlar, xayriya tashkilotlari va media sohasi vakillariga shaxsiylashtirilgan oilaviy ofis yondashuvi orqali xizmat ko‘rsatuvchi boylikni boshqarish kompaniyasidir. 1999-yilda tashkil etilgan kompaniya mijozlarga boyligini himoya qilish, ko‘paytirish va saqlab qolishda yordam berish uchun moliyaviy rejalashtirish, investitsiyalarni boshqarish hamda strategik soliq va merosni rejalashtirish bo‘yicha muvofiqlashtirishni birlashtiradi. Lido 20 milliard AQSh dollaridan ortiq aktivlarni boshqaradi va mijozlarga o‘z xizmat doirasidan tashqari xizmatlar kerak bo‘lganda, hamkor yuridik va soliq mutaxassislari bilan ishlaydi. Amerika Qo‘shma Shtatlari bo‘ylab 33 ta ofisda faoliyat yuritadigan va 201–500 nafar xodimga ega Lido Advisors xususiy boylikni boshqarish, moliya, konsalting va turdosh xizmatlar sohalarida turli imkoniyatlarni taqdim etadi.
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Kompaniyadagi ish o‘rinlari

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.

USAmerika Qo‘shma ShtatlariMasofaviyTo‘liq stavkaYetakchiTalab Qilinadigan Til: inglizchaBiznes tahlili dasturchisi
BulutPythonSQLTableau

Tavsif

  • 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.

Talablar

  • 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.

Imtiyozlar

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

O‘xshash ish o‘rinlari

AT&T

AT&T Business Sales Representative, Territory Accounts — Memphis

AT&T
H1B vizasi homiysiTelekommunikatsiyalarTexnologiya va innovatsiya
USAmerika Qo‘shma ShtatlariTNTennessi
38 800 $ – 58 200 $ / yil
OfisdaTo‘liq stavkaJuniorO‘rta darajaDiplom talab qilinmaydiTalab Qilinadigan Til: inglizchaSotuv

Build AT&T’s Memphis small-business and mid-market customer base by selling fiber broadband and other communications solutions. The role combines prospecting, account development, and consultative selling to grow territory revenue.

Ochish