Principal Salesforce CRM Analytics Engineer

Job Description:

Do you want to make a difference and be part of a highly collaborative product area committed to increasing adoption of Salesforce for Institutional Wealth Management Services (IWMS) and Fidelity Institutional (FI) users? IWMS uses the Salesforce platform as its Client Relationship Management (CRM) tool and as a key driver of the associate experience for sales, relationship management, consulting & client service teams. IWMS considers Salesforce a key strategic asset & capability.

The CRM Enablement product area sits in the Fund and Brokerage Operations and Technology (FBOT) organization. The CRM Analytics Lead role reports into the business enablement team and is a shared resource across all CRM squads. This role partners closely with the end users, business architect, tech lead and squad leaders to build intuitive and actionable dashboards using CRMA.

• Bachelor s in computer science or related major with 3+ years of extensive expertise in understanding and designing using CRM Analytics
• CRM Analytics/Einstein discovery certification is preferred
• Serve as solution consultant required to perform hands-on delivery of CRM Analytics reports and dashboards
• Experience with analyzing and visualizing large volumes of data using CRM Analytics (CRM Analytics)
• Experience with creating dataflows/recipes
• Experience with setting up Apps, Sharing, and Security predicates.
• Experience with building/maintaining dashboards and working with bindings, connect data sources etc.
• Experience with Application build and deploy using Continuous Integration/ Deployment (CI/CD) tools - Flosum
• Experience in using efficient methodologies (e.g. Agile) and driving development platforms
• Superb communication and interpersonal skills
• Knowledgeable in standard functions/ modules of Salesforce.com: Sales Cloud, Service Cloud, and Financial Services Cloud
• Solid grasp of Salesforce design principles, technically scalable data modeling, Governor limits, Force.com development standard methodologies
• Working knowledge of Einstein Discovery is a plus
• High-level Snowflake knowledge is a plus

• You will combine Salesforce CRM data with external data sources (e.g. Snowflake) do provide IWMS leaders data and views to help run their business.
• You will design and deliver executive level and end user dashboard views that will drive overall adoption of Salesforce
• You will partner with squad leaders to build dashboards or embed components into page layouts to improve the user experience

Company Overview

Fidelity Investments is a privately held company with a mission 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.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a

, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at

Fidelity Investments is an equal opportunity employer. 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 will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to