Summary

We are seeking a motivated and dynamic Salesforce Data & BI Analyst to join our fast-paced Technology team. Reporting directly to the Head of Sales & Service Technology, this growth-focused role is designed to groom the next generation of data experts. You’ll be mentored by seasoned leaders, learn cutting edge tools driving next-gen data products, and, grow into a trusted subject-matter expert—driving visible, mission-critical impact every step of the way.  

Ideal candidates are curious, proactive, fast learners who are passionate about data and excited to work at the intersection of Salesforce, Business Intelligence, and Capital Markets. If you are ready to accelerate your data career, apply today and help us redefine how alternatives are accessed.  

Responsibilities

1. Support the Salesforce and BI teams with day-to-day data analysis, reporting, and dashboard creation using CRM Analytics (Tableau CRM) and native Salesforce tools. 
2. Learn and adopt emerging Salesforce data technologies including Data Cloud and Einstein AI. 
3. Build and maintain interactive dashboards, reports, and visualizations to support decision-making in Sales, Client Services, and Strategy teams. 
4. Drive the migration of siloed Tableau/Snowflake dashboards into a unified Client 360 built on Salesforce Data Cloud and CRMA. 
5. Assist in data modeling and mapping for Salesforce Data Cloud initiatives. 
6. Work with internal business teams to understand reporting needs and translate them into technical solutions. 
7. Conduct validation, QA, and analysis of large and complex datasets across Salesforce, Snowflake, and other integrated systems. 
8. Collaborate with CAIS’s AI team to prototype Einstein AI solutions and home-grown LLM-powered analytics. 
9. Document findings and create internal knowledge articles for reusable insights and processes. 
10. Collaborate cross-functionally with Salesforce developers, product managers, and business stakeholders. 

Qualifications & Preferred Traits

1. 1–3 years of hands-on experience with Salesforce (reports, dashboards, or admin functions) and/or BI tools (e.g., Tableau, Power BI, CRM Analytics). 
2.  Working knowledge of SQL, Excel, and data modeling concepts. 
3.  Experience or coursework in capital markets or financial services is a strong plus. 
4.  Exposure to cloud data warehouses (e.g., Snowflake) and data integration concepts is preferred. 
5.  Strong problem-solving and critical thinking skills. 
6.  Excellent communication and organizational skills. 
7.  Highly motivated, self-starter with a passion to learn and grow in a technical role. 
8.  Entrepreneurial mindset with a “go-getter” attitude. 
9.  Comfortable with ambiguity and quick to adapt in a changing environment. 
10.  Team-oriented and collaborative, but capable of working independently. 
11.  Passion to grow into a subject matter expert in Salesforce Data Cloud and CRM Analytics. 

CAIS’ compensation package includes a market competitive salary, a performance bonus, and exceptional benefits. If you are located in New York, New York, the base salary range for this role is $80,000 - $110,000. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location. 

Skills

• Critical Thinking
• Development
• Excel
• Problem Solving
• Software Engineering
• SQL