Salesforce Data & BI Analyst

CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes. CAIS also delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience. CAIS supports over 50,000 advisors who oversee more than $6 trillion in network assets.  

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 

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

Qualifications & Preferred Traits 

• 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). 
•  Working knowledge of SQL, Excel, and data modeling concepts. 
•  Experience or coursework in capital markets or financial services is a strong plus. 
•  Exposure to cloud data warehouses (e.g., Snowflake) and data integration concepts is preferred. 
•  Strong problem-solving and critical thinking skills. 
•  Excellent communication and organizational skills. 
•  Highly motivated, self-starter with a passion to learn and grow in a technical role. 
•  Entrepreneurial mindset with a “go-getter” attitude. 
•  Comfortable with ambiguity and quick to adapt in a changing environment. 
•  Team-oriented and collaborative, but capable of working independently. 
•  Passion to grow into a subject matter expert in Salesforce Data Cloud and CRM Analytics. 

CAIS is consistently recognized as a Best Place to Work, and our culture is at the heart of our success. We are committed to fostering an inclusive environment where employees can be their most authentic selves and feel inspired and supported to bring their voice forward to drive community, growth, and innovation. We are an equal opportunity employer, and do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.  Learn more about our culture, benefits, and people at https://www.caisgroup.com/our-company/careers. 

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. 

CAIS offers a comprehensive benefits package that includes generously subsidized healthcare with 100% employer paid dental and vision insurance, an employer matched retirement plan, wellness programs, and generous PTO and parental leave. Additionally, CAIS offers a flexible, hybrid in-office model; for most roles, we do not require a minimum number of days in office per week. For more information on our benefits and career opportunities, please visit our website: https://www.caisgroup.com/our-company/careers.