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Salesforce Data Analyst

Tria
Hampshire
2 weeks ago
Applications closed

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Salesforce Data Analyst

Customer & CRM Data Migration
2 days a week in Southampton
Umbrella Engagement for 6 months - £475 p/d

Are you a data-driven professional with a sharp eye for detail and a passion for turning customer data into actionable insight? We're looking for a Salesforce Data Analyst to support a major Enterprise Data transformation programme, playing a key role in the migration from legacy systems to the new Salesforce platform.

As a Salesforce Data Analyst, you will support the successful delivery of our customer and CRM data strategy as part of a multi-year transformation. In the early phase of the project, you'll be responsible for documenting current ('as-is') data structures, analysing legacy CRM systems, and identifying data quality issues and migration requirements.

You will work across multiple teams to ensure data integrity, support effective data governance, and drive data quality during and after migration. This role is essential in ensuring that customer data flows accurately into Salesforce, enabling the business to unlock valuable insights and improve customer engagement.

Key Responsibilities

Analyse and interpret customer data to support strategic objectives and CRM optimisation
Lead the analysis and documentation of existing ('as-is') legacy CRM data structures, identifying data quality issues, duplication, inconsistencies, and transformation needs
Support the end-to-end data migration process - including data mapping, cleansing, validation, and reconciliation
Work collaboratively with technical teams to ensure accurate data migration into Salesforce
Perform data quality assessments and implement validation rules post-migration
Support data governance initiatives, including stewardship, ownership, and GDPR compliance
Partner with sales, service, and marketing teams to understand data needs and deliver insights
Contribute to UAT and validate data flows and integrations across platforms
Provide documentation and training to enable business adoption of new CRM data tools and processesSkills & Experience

Strong background as a Data Analyst, with a focus on customer and CRM data
Proven experience in data migration projects, particularly involving legacy CRM systems and Salesforce
Hands-on experience with SQL, Excel, Python, and visualisation tools (Power BI or Tableau)
Familiarity with Salesforce data models (Leads, Opportunities, Contacts, Accounts)
Experience with Snowflake is advantageous
Understanding of data governance, stewardship, and GDPR compliance
Ability to communicate complex data insights in a clear and accessible way
Experience working in agile or project-based delivery environments

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