CRM Analytics Engineer

CRM Analytics Engineer

Cincinnati, OH
• Revenue Operations

Job Type: Full-time

Vector Solutions is seeking a hands-on CRM Analytics Engineer to help build and maintain the analytics foundation that powers revenue growth. Working within Salesforce and CRM Analytics (CRMA), you will support the datasets, dashboards, and reporting that Sales, Marketing, and Customer Success rely on to measure performance and make data-driven decisions.

This is a developing technical role for someone Engineer with a few years of analytics experience who is ready to deepen their craft. You will partner closely with senior Revenue Analytics team members, business partners, and stakeholders, building real solutions while learning the revenue processes, planning, and forecasting behind them. It’s ideal for someone who enjoys digging into data, building practical solutions, and growing their technical ownership over time.

• Build and maintain CRM Analytics datasets, recipes, dataflows, and related analytical resources.
• Define appropriate dataset grain, joins, relationships, transformations, and calculated fields.
• Create reusable data structures that support multiple analytical use cases.
• Help integrate data across bookings, pipeline, renewals, accounts, customers, products, activities, quotas, targets, and financial plans.
• Apply consistent, documented metric definitions so revenue metrics are interpreted the same way across teams.
• Monitor data model performance, scalability, and maintainability, escalating design questions as needed.

• Build and maintain analytical structures that support annual plans, quarterly targets, quotas, forecasts, and scenario analysis.
• Integrate plan, actual, forecast, and prior-period data into reliable analytical resources.
• Support forecasting resources for bookings, pipeline, renewals, retention, and customer health outcomes.
• Develop resources that help users analyze gaps to plan, forecast movement, coverage, and performance drivers.
• Support business partners and Finance by building the analytical resources behind planning and forecasting requirements.
• Flag technical or data limitations that affect forecast accuracy and recommend improvements.

• Design and implement CRMA applications, dashboards, lenses, analytical workflows, and reusable components that communicate KPIs and operational performance for GTM, Sales, and CX.
• Evaluate and implement Salesforce fields, objects, relationships, or configurations needed for analytical use cases, coordinating with Revenue Systems and established change-control processes.
• Turn recurring business needs into governed, reusable Salesforce and CRMA capabilities rather than repeated one-off requests.
• Build solutions that may combine dashboards, workflows, automation, alerts, and AI features, and help determine when a need is best met through configuration, analytics, process change, or automation.
• Troubleshoot and resolve issues with CRMA dataflows, dashboards, and performance.
• Stay current on Salesforce and CRMA platform capabilities and best practices.

• Help translate defined business requirements into technical solutions, working with business partners to clarify use cases, users, decisions, and expected workflows.
• Contribute to evaluating solution approaches, learning to weigh tradeoffs across speed, complexity, usability, and maintenance.
• Build prototypes and proof-of-concept solutions, with direction from senior team members on more complex problems.
• Keep solutions connected to the intended business outcome and help identify dependencies across source data, Salesforce configuration, and other systems.

• Develop and maintain data-quality checks, reconciliation methods, and validation processes.
• Investigate discrepancies across Salesforce, CRMA, Finance, and other reporting sources.
• Document datasets, transformations, calculations, assumptions, and dependencies, and help maintain governed metric definitions.
• Follow testing and change-control practices for production analytical resources and help assess the impact of proposed changes.
• Monitor refreshes, failures, data completeness, and performance, and support data hygiene and capture best practices.

• Build resources that let business partners investigate data independently, without unnecessary technical dependencies.
• Provide guidance on the appropriate use of datasets, fields, metrics, filters, and analytical tools, and explain data-model limitations, methodology, and lineage.
• Convert repeated analysis needs into reusable datasets, metrics, dashboards, or applications.
• Translate data into clear insights and narratives for stakeholders and support business partners during user acceptance testing and adoption.

• 3+ years of experience in data or sales analytics, business intelligence, revenue operations, or a comparable role, ideally within a B2B SaaS environment.
• Hands‑on…