Salesforce Reporting Analyst

Peterborough, ENG, GB, United Kingdom

Job Description

Taylor Rose

is a Top 60 Law firm with a national footprint across the UK. We are committed to developing our employees and to delivering outstanding service to our customers. Our vision is to continue to deliver #smart #modern #law and to embrace and develop our employees through their (legal) career.

We are seeking a detail-oriented and analytical

Salesforce Reporting Analyst

to join our team. In this role, the

Salesforce Reporting Analyst

will be instrumental in driving data-driven decision-making across the organisation. You will be responsible for developing, maintaining, and optimizing reports and dashboards within Salesforce and Tableau, translating complex datasets into clear, actionable insights. The ideal candidate will have a strong analytical mind set, a keen eye for detail, and a passion for continuous improvement of reporting capabilities and data infrastructure.

We work Monday to Friday 9am - 5pm, offering 26 days holiday, plus Bank Holidays, Pension, Company Events and a commitment to Training and Development opportunities. We can offer this position as a hybrid role.

The Role:



Reporting & Dashboard Development



Design, build, and maintain reports and dashboards within Salesforce and Tableau. Optimize reporting processes through automation and best practices. Maintain and improve existing reporting workflows to ensure consistency and efficiency.

Data Integrity & Governance



Ensure data accuracy and consistency across Salesforce and integrated systems. Identify and resolve data inconsistencies, working closely with relevant teams to improve data governance.

Data Analysis & Insights



Analyse complex datasets to deliver actionable insights that support KPIs, financial metrics, and client-specific requirements. Present data-driven findings through clear, compelling reports and visualisations tools, inc Tableau, tailored to diverse audiences. Troubleshoot reporting issues and conduct data quality checks regularly.

Stakeholder Collaboration



Collaborate with Salesforce Admins and Developers to implement reporting-related changes and enhancements Translate business needs into technical reporting specifications.

Training & Documentation



Provide support and training to employees in interpreting and using reports effectively. Develop clear documentation and user guides for reporting tools and dashboards.

The Person:



Proven experience in a Salesforce reporting or data analysis role, with deep knowledge of Salesforce reporting capabilities Strong proficiency in building and maintaining Salesforce reports and dashboards Solid understanding of Salesforce data architecture, including objects, fields, and relationships Previous experience in a reporting or analytics role within a law firm or professional services environment is highly desirable Proficient in data visualization and reporting tools such as Excel, SQL, Power BI, Tableau, or similar platforms Strong analytical and problem-solving skills with the ability to interpret large and complex datasets High attention to detail and a strong commitment to data integrity and accuracy Ability to translate data into meaningful insights and present findings clearly to both technical and non-technical stakeholders

Taylor Rose will contact you by telephone or email regarding your application. We do not ask for personal details upon application and all emails will come from a legitimate email address. If you are asked to respond to an application with your personal details, then please contact the Recruitment team.

Company Core Values:



Aspire:

To challenge convention, an entrepreneur with energy for change. To be the best that we can be

Integrate:

Bring together people and systems into a cohesive force

Innovate:

To creatively evolve our working practices, use our revenue and resources in a virtuous cycle of improving our people, systems and growth

Commit:

To delivering excellent client experience and working with integrity, investing in long term relationships, creating a strong market position and delivering sustained commercial advantage
Job Type: Full-time

Pay: 40,000.00-45,000.00 per year

Benefits:

Company pension Free parking On-site parking Referral programme Work from home
Language:

English (required)
Work authorisation:

United Kingdom (required)
Location:

Cambridgeshire PE3 6SB (preferred)
Work Location: Hybrid remote in Cambridgeshire PE3 6SB

Reference ID: JTJKPET7

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Job Detail

  • Job Id
    JD3782550
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Peterborough, ENG, GB, United Kingdom
  • Education
    Not mentioned