Report Developer, Salesforce

Insperity provides the most comprehensive suite of scalable HR solutions available in the marketplace with an optimal blend of premium HR service and technology. With more than 90 locations throughout the U.S., Insperity is currently making a difference for thousands of businesses and communities nationwide. 

 

Behind our success is the unshakeable belief in the value of our people. We value diversity, inclusivity and a sense of belonging. We celebrate work and life events, and we partner with our clients and communities to make great things happen. 

 

We have received recognition numerous times as a top place to work, most recently ranking 28^th out of 100 on Glassdoor’s “Best Places to Work in the U.S. 2023” list with a 4.5 out of 5.0 rating. There is no better time to be a part of Insperity, and our best work is yet to come. Learn more at Insperity.com. 

 

Why Insperity? 

 

Flexibility: Over 80% of Insperity’s jobs have flexibility. We want your time to have balance, whether it’s spent with coworkers, clients, family or your community. 

 

Career Growth: Insperity provides many ways to grow with the company. We offer continuous learning programs, mentorship opportunities and ongoing training. 

 

Well-Being: Our total rewards package includes generous paid time off, top-tier medical, dental and vision benefits, health & wellness support, paid volunteer hours and much more. We take care of our people so that you can do your best work. 

 

Report Developer, Salesforce

 

We are currently seeking a Report Developer, Salesforce to join our team. Serves in a consultant role for all Operations departments that use the CRM system. Provides accurate and timely delivery of reporting requests and related services that result in client retention, growth, and customer satisfaction.  Assists or is responsible for the creation of technical design. Review progress with management. Tests applications and assists in the implementation of new systems or updates to existing systems.

 

Responsibilities

• ·Develops and maintains operational reports for internal personnel and Business Units using a variety of reporting tools, mainly Salesforce Lightning, CRM-A, and Tableau.
• Assists and/or creates technical design to meet reporting needs.
• Tests applications and assists in the implementation of new systems or updates to existing systems.
• Provides communication to all parties involved in report projects.
• Gathers information on issues, provides solutions, meets deadlines and provides general support to meet customer needs.
• Understands and maintains knowledge on applications, updates, enhancements and system limitations as they affect the reporting process.
• Works closely with sales personnel to ensure satisfaction concerning reporting needs; creates plan to address client needs.
• Provides technical assistance and resolves issues related to supported applications and reports. 
• Assists in the accomplishment of Insperity Company goals.
• Helps other employees to accomplish Insperity Company goals.
• Performs other duties as may be assigned by department supervisor.
• Participates in the Disaster Recovery plan as required.

 

Requirements

 

• Bachelor’s Degree in a related field or related work experience is preferred.
• Two to five years of reporting experience is required.  
• High level of knowledge in report writing systems with problem solving/logic ability.
• Salesforce Certified Administrator preferred.
• Broad experience with data and reporting, leveraging Excel, Tableau, PowerBI, Salesforce Lightning, CRM Analytics or other business analysis and reporting platforms. 
• Strong experience with relational database concepts, including SQL and working knowledge of database applications.
• Ability to create and maintain reports using specialized technical report writing software.
• Must be detail oriented, organized and possess the ability to handle a multi-task environment with great skill and accuracy.
• Possesses strong customer service skills.  
• Communicates tactfully and effectively, verbally and in writing, and maintains effective work relations with those encountered in the course of employment.  Familiar with modern office methods, practices, procedures and equipment, filing systems and business letter writing.

At Insperity, we celebrate the diversity of our employees and our leadership. Insperity is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.