The Challenge
Deloitte's Audit & Assurance team is scaling fast and needs someone to own their Salesforce CRM analytics engine. You'll build the dashboards, reports, and data strategies that drive predictable revenue growth across a major professional services business.
Your Mission
Master Deloitte's Salesforce CRM architecture, data model, and existing reporting stack; identify quick wins to improve data accuracy and dashboard performance
Collaborate with sales and relationship leaders to map out top 10 critical metrics and KPIs; build initial dashboard set in Salesforce Lightning
Establish data governance standards, access controls, and documentation for CRM data quality and security compliance
Onboard and train 2-3 key stakeholders on new dashboards; establish feedback loops for iterative improvements
Own end-to-end analytics roadmap; deliver 15+ custom reports and dashboards covering pipeline, forecast, relationship health, and win/loss analysis
Implement AI/predictive modeling for lead scoring, churn prediction, or deal probability; measure lift vs. baseline
Build and mentor junior analytics team member(s); create reusable reporting templates and best-practices documentation
Drive 30%+ improvement in data quality scores; reduce manual reporting overhead through automation and RPA integration
KPIs You'll Own
Dashboard Adoption Rate
Percentage of sales and leadership team actively using your dashboards weekly to inform decisions.
Pipeline Visibility Score
Accuracy of forecast data in CRM vs. actual close rates; target 85%+ correlation.
Report Turnaround Time
Average time from ad-hoc request to delivered insight; target <48 hours for standard queries.
Data Quality Index
Percentage of records meeting governance standards (completeness, accuracy, timeliness).
Automation Savings
Hours freed up monthly through RPA, AI, and workflow automation vs. manual data entry and reporting.
Tools & Stack
Your Team
Your Manager
A&A Growth Leadership (VP or SVP level, likely)
Current Team
Cross-functional: Sales ops, business analysts, technical support team, and other CRM users across A&A
New hire to scale analytics; likely backfill or growth role given Deloitte's expansion focus
The Package
Salary
$120K-$160K base
Variable
Likely annual bonus (10-20% range typical for Deloitte manager roles)
Remote
On-site in Hartford, CT (no remote option indicated)
Benefits & Perks
Company Intelligence
Deloitte is a global professional services leader with $65B+ in revenue. Their Audit & Assurance division serves Fortune 500 clients and is investing heavily in data-driven growth strategies, sales tech, and analytics capabilities.
Founded
1845
Team Size
415000
Funding
Private partnership
Customers
Fortune 500, mid-market enterprises, government and public sector
Culture
Fast-paced, matrix-driven, client-centric; emphasis on innovation, continuous learning, and cross-functional collaboration
Is This Role For You?
- You've built 10+ Salesforce dashboards and reports in a fast-growth or B2B sales environment; you know Lightning like the back of your hand
- You're equally comfortable explaining CRMA architecture to engineers AND presenting KPIs to C-suite execs
- You love owning data quality and governance; you see bad data as a puzzle to solve, not a headache to ignore
- You're energized by scaling analytics from 'someone's pet project' to a trusted, org-wide function; you want to build systems, not just run queries
- You need flexibility or remote work; this is 100% on-site in Hartford, CT
- You're purely a data analyst who doesn't want team leadership or stakeholder management responsibilities
- You lack hands-on Salesforce experience; this role requires deep platform expertise from day one, not a learning curve
Interview Process
Recruiter Screen (30 min)
Background, career trajectory, interest in A&A growth mission, availability for on-site role
Hiring Manager Deep Dive (60 min)
CRM strategy, Salesforce implementation experience, analytics roadmap examples, team leadership philosophy
Technical Assessment (90 min)
Live Salesforce demo or case study walkthrough; you'll present a dashboard you've built and answer architecture questions
Stakeholder Panel (60 min)
Meet 2-3 sales leaders, ops managers, or analytics peers; discuss cross-functional collaboration and communication style
Ready when you are
Interested in this role?
Apply now and hear back within days, not weeks.
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