Vice President, Business Intelligence - Remote

Overview

Lido Advisors is a leading Registered Investment Advisor (RIA) firm dedicated to providing exceptional wealth management services. We are seeking a skilled Business intelligence and CRM Analytics Specialist to drive data-driven business decision-making and optimize our reporting processes.

In Short

• Develop and implement CRM analytics to support key stakeholders.
• Utilize Salesforce CRM Analytics to extract, manipulate, and analyze data.
• Create dashboards, reports, and visualizations using Salesforce Analytics and other BI tools.
• Build predictive models for data visualization.
• Collaborate with cross-functional teams for data solutions.
• Perform data cleaning, transformation, and validation.
• Analyze customer data and market trends.
• Ensure data governance and compliance.
• Present data findings to stakeholders.
• Stay updated with industry trends in data analytics.

Requirements

• Bachelor’s degree in Data Science, Information Systems, Business or related field.
• 5+ years of experience.
• Strong SQL skills for querying and analysis.
• Proven experience in CRM analytics and Salesforce administration.
• Excellent problem-solving and communication skills.
• Ability to work independently and collaboratively.
• Proficiency in Salesforce Lightning and data visualization tools.

Benefits

• Equal-opportunity employer.
• Consideration for employment without discrimination.