Vice President, Business Intelligence Engineer

Lido Advisors, LLC

. Develop and implement CRM analytics to support key stakeholders .

Posted 10/2/2026full-timeRemote • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in CRM analytics, particularly with Salesforce, to develop data-driven insights and solutions that enhance business processes. Proficient in data visualization, predictive modeling, and ensuring data governance and compliance within analytics frameworks.

Highest-signal resume keywords

Salesforce CRM AnalyticsData VisualizationSQL ProficiencyPredictive AnalyticsData Governance

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data AnalysisData CleaningData TransformationPredictive ModelingSQLSnowflakeDBTAPI IntegrationsSalesforce LightningBusiness Intelligence Tools

Soft Skills

Problem-SolvingCommunicationCollaborationIndependenceAdaptability

Tools & Technologies

SalesforceCRM AnalyticsTableauPower BISlackSlack BotHeadless 360AI ToolsIntegrationsData Warehouse

Certifications & Qualifications

Salesforce AdministratorSalesforce Business AnalystSalesforce CRM Analytics ConsultantSalesforce Einstein Discovery Consultant

Industry Keywords

Revenue OperationsWealth ManagementFinancial ServicesData GovernanceData Security

Tech Stack

Tools & technologies

CloudPythonSQLTableau

About the role

Key responsibilities & impact

Develop and implement CRM analytics to support key stakeholders
Utilize Salesforce CRM Analytics to extract, manipulate, and analyze data to support business processes and decision-making
Create dashboards, reports, and visualizations using Salesforce Analytics and other BI tools
Build predictive models for data visualization to identify areas of core focus for Sales teams
Collaborate with cross-functional teams to understand data requirements and deliver customized data solutions
Collaborate with IT and business stakeholders to customize Salesforce workflows, automation, and integrations
Perform data cleaning, transformation, and validation to ensure data accuracy and integrity
Analyze customer data, sales performance, and market trends to provide actionable insights
Ensure proper data governance, compliance, and security protocols within Salesforce
Conduct data analysis to identify trends, patterns, and opportunities for improvement
Present data findings and insights to stakeholders in a clear and concise manner
Support ad-hoc data requests and provide analytical support for various projects
Stay up to date with industry trends and best practices in data analytics and visualization
Develop and maintain interactive dashboards and reports in CRMA, utilizing Snowflake integration

Requirements

What you’ll need

Bachelor’s degree in data science, Information Systems, Business or a related field
5+ years of experience
Proven experience in CRMA, Salesforce, Agent force, Data cloud, etc.
Knowledge of Snowflake, DBT, API integrations and data management techniques
Proven experience in revenue operations, building systems to understand business development and client analysis
Strong SQL skills for querying, data extraction, transformation, and analysis
Familiarity with AI and predictive analytics within CRM platforms
Excellent problem-solving skills with the ability to translate business needs into technical solutions
Strong communication skills with the ability to present insights and convey complex findings to non-technical stakeholders
Ability to work independently and collaboratively in a fast-paced, deadline-driven environment
Proficiency in Salesforce Lightning, Analytics, and data visualization tools
Experience in analytics tools (CRM Analytics, Tableau, Power BI etc.)
Experience in Data Warehouse (Snowflake)
Experience in Slack, Slack Bot, Headless 360, SF Coworker, etc.
Experience in AI tools like Claude, ChatGPT, Copilot, Integrations, etc.
Knowledge of other data analysis tools and programming languages (e.g., Python, R)
Experience in the wealth management or financial services industry
Familiarity with data governance and data security best-practices
Salesforce certifications (e.g., Salesforce Administrator, Salesforce Business Analyst, Salesforce CRM Analytics & Einstein Discovery Consultant) are a plus

Benefits

Comp & perks

Competitive salary and benefits package
Opportunities for professional development and growth
Collaborative and inclusive work environment
Flexible work arrangements