Salesforce Developer-Einstein Analytics

at Fidelity Investments
Published December 7, 2023
Location Westlake, TX
Category Default  
Job Type Full-time  


Salesforce CRM Analytics Specialist, Sales Performance and Analytics

Business Intelligence Consultant will be collaborating with our home office and field leaders to develop thoughtful solutions and insightful analysis into the work performed by the sales associates and leaders in Fidelity's Personal Investing Division.

The Purpose of Your Role

As a member of the team, you'll be contributing to the development of key performance indicators and performance metrics for our sales associates and leaders while empowering them with insights that can improve effectiveness and overall success. You'll bring together data from a variety of sources and transform it into meaningful information. You'll be working in a hands-on setting in our enterprise business intelligence environment to assess information for over 8000 Fidelity retail branch office and phone center representatives across the United States.

The Expertise and Skills you bring

A bachelor's degree, preferably in engineering or business with 8-10 years of work experience as a data analytics consultant

Highly skilled in redefining information into substantial metrics and key using Salesforce CRM Analytics in Salesforce

Expertise in integrating Salesforce data and external data into Salesforce CRM Analytics / Tableau CRM using datasets, data recipes.

Highly skilled with Salesforce LWC, Salesforce APIs, SAQL and SOQL

Ability to identify, analyze, and interpret trends or patterns in complex data sets using structured and unstructured data (ex: JSON)

Skills in visualization design and dashboard development using BI tools such as Salesforce Analytics/Tableau CRM and Tableau

Advanced Microsoft Office expertise particularly with Excel

Understanding of data modeling concepts and working experience in data analytics using sophisticated data exploration skills to provide insights to business users.

Strong written and verbal communication skills, including the ability to summarize and interpret information.

Problem solving skills with the ability to analyzing new information, draw conclusions and communicate ideas for the purposes of improving processes or developing new products.

Experience in various business analysis methodologies. For example, data analysis, use case development, story writing, user acceptance testing and/or product documentation.

You'll need to rapidly adjust to changing demands and priorities.

The Value You Deliver

Your work will advise leaders within the Personal Investing Division of the organization's sales execution performance and trends, as well as find opportunities for improvement.

The analysis you perform will further explain trends or provide valuable insight into new opportunities to optimize the efficiency of our channels and overall effectiveness.

Perform root cause analysis when issues arise before and after code migrations.

You'll become an expert in our sales data mart, which will aid you in information gathering, reporting, and assessing operational performance.

Your expertise in business effectiveness will allow you to serve as a liaison to our development team to satisfy new and evolving business intelligence and reporting needs.

You'll lead the design of new metrics for key business decisions.

You'll work directly with internal business partners, leaders, analysts, and technical staff to translate complex information requirements into effective reporting solutions

How Your Work Impacts the Organization

As part of the Sales Performance and Analytics team within Fidelity's Personal Investing Division, you'll provide performance and operational insights for associates and leaders across the enterprise. Personal Investing's retail services help millions of people save and invest, while building lifetime relationships and serving its customers online, over the phone and through a nationwide network of investor centers. Your work will help leaders assess the overall performance of Personal Investing and its associates.


Company Overview

Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at

We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at [Click Here to Email Your Resumé].

Information about Fidelity Investments

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. For information about working at Fidelity, visit

Fidelity Investments and Fidelity TalentSource are equal opportunity employers.