Job Specifications
Job Title - Data Insights & Automation Analyst
Description:
We are seeking a highly skilled Data Insights & Automation Analyst with strong experience working with Salesforce data (SFDC), Power Automate, and Power BI to support our Program Management team in delivering high-impact data solutions and automating business workflows. This role combines strong analytical capabilities, automation expertise, and program management skills.
KEY RESPONSIBILITIES
• Work extensively with Salesforce data (Opportunities, Accounts, Contacts, custom objects, reports, and CSV exports).
• Clean, join, and validate Salesforce datasets for reporting and automation workflows.
• Analyze large datasets to uncover trends, patterns, and actionable insights.
• Develop and maintain dashboards and reports using tools like Power BI.
• Design, build, and maintain Power Automate flows that move data between Power BI, SharePoint lists, Excel files, and other systems (e.g., Salesforce exports, manual CSVs).
• Implement and support approval workflows (L1/L2/VP), notifications, and data-capture processes tied to tracking dashboards.
• Monitor and troubleshoot flow failures, performance issues, and data mismatches; document fixes and harden flows for scale and reliability.
• Create and maintain clear documentation (flow diagrams, field mappings, naming conventions).
• Collaborate with cross-functional teams to define data requirements and deliver solutions.
• Support ongoing data quality and governance initiatives.
• Present findings and automation outcomes to stakeholders in a clear and compelling manner.
• Apply program management principles to prioritize tasks, manage timelines, and ensure deliverables meet stakeholder expectations.
• Coordinate with multiple teams to track progress, manage dependencies, and escalate risks proactively.
QUALIFICATIONS
• Minimum 4 years of experience in data analysis, business intelligence, Automation Analyst, or a similar role.
• Experience with Salesforce API, report automation, and/or understanding of SFDC object schema.
• Hands-on experience with Power Automate (cloud flows) and Power BI.
• Proficiency in SQL, Excel, and data visualization tools.
• Solid understanding of SharePoint lists, Excel/CSV data handling, and basic data modeling concepts.
• Ability to read and work with Power Query (M) and simple DAX.
• Strong problem-solving and debugging skills.
• Excellent communication and stakeholder engagement abilities.
• Experience in program management: planning, tracking, and reporting on project milestones and deliverables.
PREFERRED QUALIFICATIONS
• Bachelor’s degree in Data Analytics, Computer Science, Statistics, or a related field.
• Familiarity with Python or R for data manipulation and analysis.
• Prior experience in a tech or semiconductor environment is a plus.
About the Company
Infotree Global was founded in 2002 in a small office in Canton, MI, Infotree Global had a clear mission; To bring the world’s best talent together with the greatest companies producing results through continuous improvement and innovation. From those humble beginnings, Infotree Global has explosively grown from a two-person operation to a global solutions company, functioning in over 150 countries across 5 different continents.
Infotree Global proudly serves more than 250 of the Global 1000, numerous government agencies...
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