Specialist, Data Analytics

About the role

We are excited to bring on a Specialist, Data Analytics to our Workplace Solutions Data Analytics Management team to support Salesforce reporting for marketing, customer relationship, and sales team.

Responsibilities

• Creates and maintains reports within Salesforce for marketing, customer relationship, and sales teams.
• Develops analytical solutions using data, analytics, and reporting to generate insights for business stakeholders.
• Promotes collaboration with business stakeholders and the analytics organization to support value-driven data insights aligned with strategic priorities.
• Analyzes datasets, variances, and trends in financial and business operations and helps formulate recommendations to support business initiatives and management decisions.
• Maintains an understanding of how data within various systems is used and integrates multiple data elements into usable formats to support decision-making.
• Aids in identifying and implementing process improvements that enhance data quality and efficiency across the team, department, and/or business unit.
• Designs, builds, and tests dashboards, reports, semantic layers, and metrics by transforming data into meaningful and actionable information.

Requirements

• 2+ years of Salesforce experience.
• Experience building reporting solutions and analytical insights in Salesforce Sales Cloud, Marketing Cloud, Agentforce, and/or Financial Services Cloud.
• Usage of AI tools (e.g. Claude, Copilot, or similar) to assist with data visualization development.
• 1-3+ years of experience in a technical role within data and analytics.
• Ability to work with data from multiple systems, including both relational databases, data warehouses, and generate insights and knowledge for decision making.
• Ability to analyze information and evaluate the implications of a course of action or solution.
• Bachelor’s degree in Computer Science, Data Analytics, Information Systems, or related field or equivalent work experience.

Qualifications

• Must have a graduate degree in Computer Science, Data Analytics, Information Systems, or related field or equivalent work experience.
• 2+ years of experience in SQL programming (e.g. MSSQL, Oracle, or similar), data architecture design and development, and data modeling.
• 1+ years of experience in Tableau development or similar tools (e.g. Power BI, Qlik, MicroStrategy, or similar).
• 1+ years of experience in statistical analysis including R, Python, or similar language/tools.
• 1+ years of experience in group benefits, retirement plan, or financial services.
• Demonstrated ability to identify and recommend processes improvements impacting strategic initiatives and customer growth.
• Ability to find common ground and gain collaboration among colleagues, and peers; can influence outcomes without directing or commanding.

Skills

• Must have 2+ years of Salesforce experience.
• Must have experience building reporting solutions and analytical insights in Salesforce Sales Cloud, Marketing Cloud, Agentforce, and/or Financial Services Cloud.
• Must have usage of AI tools (e.g. Claude, Copilot, or similar) to assist with data visualization development.
• Must have 1-3+ years of experience in a technical role within data and analytics.
• Must have ability to work with data from multiple systems, including both relational databases, data warehouses, and generate insights and knowledge for decision making.
• Must have ability to analyze information and evaluate the implications of a course of action or solution.
• Must have a Bachelor’s degree in Computer Science, Data Analytics, Information Systems, or related field or equivalent work experience.
• Must have 2+ years of experience in SQL programming (e.g. MSSQL, Oracle, or similar), data architecture design and development, and data modeling.
• Must have 1+ years of experience in Tableau development or similar tools (e.g. Power BI, Qlik, MicroStrategy, or similar).
• Must have 1+ years of experience in statistical analysis including R, Python, or similar language/tool.
• Must have 1+ years of experience in group benefits, retirement plan, or financial services.
• Must have demonstrated ability to identify and recommend processes improvements impacting strategic initiatives and customer growth.
• Must have ability to find common ground and gain collaboration among colleagues, and peers; can influence outcomes without directing or commanding.

Benefits

• Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes.
• Leverage leadership development and virtual training opportunities.
• Enjoy PTO/parental leave, competitive 401K and employee benefits, free financial counseling, health coaching and employee assistance program, tuition assistance program, effective productivity/technology tools and training.

Pay

The pay range for this position is $66,750 - $106,800 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.

Schedule

Employee will work 3 days a week in a Lincoln office.

Location

Alternate Locations: Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Omaha, NE (Nebraska)