Analyst, Data Analytics

What you'll be doing

• Creates and maintains reports within Salesforce for marketing, customer relationship, and sales teams.
• Develops analytical solutions using data, analytics, and reporting to generate insights for business stakeholders.
• Partners with business stakeholders and the analytics organization to support value-driven data insights aligned with strategic priorities.
• Analyzes datasets, variances, and trends in financial and business operations and helps formulate recommendations to support business initiatives and management decisions.
• Shares knowledge and assists team members and business partners in understanding data analytics and business intelligence concepts and best practices.
• Supports data integrity within dashboards and reports and assists in developing procedures to improve the quality and accuracy of information from multiple data sources.
• Maintains an understanding of how data within various systems is used and integrates multiple data elements into usable formats to support decision‑making.
• Assists in identifying and implementing process improvements that enhance data quality and efficiency across the team, department, and/or business unit.
• Serves as an analytics resource to team members and stakeholders on moderately complex assignments and projects.
• Designs, builds, and tests dashboards, reports, semantic layers, and metrics by transforming data into meaningful and actionable information.

Must-haves:

• 4+ years of Salesforce experience
• Experience building reporting solutions and analytical insights in Salesforce Sales Cloud, Marketing Cloud, Agentforce, and/or Financial Services Cloud
• Usage of AI tools (Claude, Copilot, or similar) to assist with data visualization development
• 3-5+ years of experience in a technical role within data and analytics.
• Demonstrated strong relationship management skills with internal clients (senior management, peers, and colleagues); proven ability to develop creative and collaborative approaches.
• Ability to work with data from multiple systems, including both relational databases, data warehouses, and generate insights and knowledge for decision making.
• Ability to analyze information and evaluate the implications of a course of action or solution.
• Bachelor's degree in Computer Science, Data Analytics, Information Systems, or related field or equivalent work experience.

Nice-to-haves:

• Graduate degree in Computer Science, Data Analytics, Information Systems, or related field or equivalent work experience.
• 4+ years of experience in SQL programming (MSSQL, Oracle, or similar), data architecture design and development, and data modeling.
• 3+ years of experience in Tableau development or similar tools (Power BI, Qlik, Micro Strategy, or similar)
• 2+ years of experience in statistical analysis including R, Python, or similar language/tools.
• 3+ years of experience in group benefits, retirement plan, or financial services.
• Demonstrated ability to identify and recommend processes improvements impacting strategic initiatives and customer growth.
• Ability to find common ground and gain collaboration among senior/executive management, colleagues, and peers; can influence outcomes without directing or commanding.

Applications for this position will be accepted through June 1, 2026 subject to earlier closure due to applicant volume.

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

• Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
• Leadership development and virtual training opportunities
• PTO/parental leave
• Free financial counseling, health coaching and employee assistance program
• Tuition assistance program
• Work arrangements that work for…