Commercial Banking - Salesforce Business Intelligence - Associate at JPMorgan Chase Bank, N.A.

Posted in General Business 4 days ago.

This job brought to you by eQuest

Type: Full-Time
Location: Plano, Texas





Job Description:

MMBSI is looking for an exceptional Salesforce Reporting Development Associate to join its Finance and Business Management (F&BM) organization. This role will be responsible for enhancing data and information delivery across MMBSI.

The Salesforce Reporting Development Associate will be responsible for managing and developing MMBSI's Salesforce reporting capabilities. This role will focus on both native and Einstein Analytics reporting development, and will include partnership on data migration, modeling, and actual reporting development.

The selected candidate will use a strong Salesforce background and an understanding of sales and financial operations to inform reporting development and provide analytical insights and information in support of strategic and tactical initiatives across MMBSI.

Key Responsibilities


  • Lead developer for Middle Market's Salesforce reporting book of work. This would include enhancing and reorganizing existing reporting, as well as designing and developing new reporting
  • Contribute to the strategy and design of MMBSI's Salesforce reporting capabilities.
  • Contribute to cross-functional teams to drive the data strategy around Salesforce data and interactions with existing reference data

Preferred Qualifications

  • BA / BS degree or equivalent experience
  • 3+ years of Salesforce reporting experience, including Einstein Analytics

Must haves:

  • Expertise on both native and Einstein Analytics Salesforce reporting capabilities, including data modeling
  • Strong understanding of the Salesforce Sales Cloud
  • Excellent communication at multiple levels of the organization, and the ability to influence others for a recommended course of action
  • An ability to condense information into clear and tangible insights in executive-ready presentations

Preferred hands on experiences with:

  • Experience with Marketo, including Marketo and SFDC integration
  • Business Intelligence platforms such as Tableau/QlikSense/Einstein Analytics
  • Experience working in a Hadoop environment; hands on data gathering experience using SQL
  • Knowledge of Commercial Banking and / or Middle Market
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans





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