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Analyst, Data AnalyticsLincoln Financial GroupUnited States
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Analyst, Data Analytics

Lincoln Financial Group
  • US
    United States
  • US
    United States

Über

The Role at a Glance We are excited to bring on an Analyst, Data Analytics to our Workplace Solutions Data Analytics Management team to support Salesforce reporting for marketing, customer relationship, and sales teams.
Background Details Workplace Solutions Data Analytics Management is a growing team that is focused on the sourcing, development, maintenance, and delivery of data and reporting/analytics solutions to drive our employer and employee benefit and retirement teams.
What You’ll Be Doing
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.
Partners 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.
Shares knowledge and assists team members and business partners in understanding data analytics and business intelligence concepts and best practices.
Supports data integrity within dashboards and reports and assists in developing procedures to improve the quality and accuracy of information from multiple data sources.
Maintains an understanding of how data within various systems is used and integrates multiple data elements into usable formats to support decision‑making.
Assists in identifying and implementing process improvements that enhance data quality and efficiency across the team, department, and/or business unit.
Serves as an analytics resource to team members and stakeholders on moderately complex assignments and projects.
Designs, builds, and tests dashboards, reports, semantic layers, and metrics by transforming data into meaningful and actionable information.
What We’re Looking For Must‑haves:
4+ 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
3‑5+ years of experience in a technical role within data and analytics.
Demonstrated strong relationship management skills with internal clients (e.g. senior management, peers, and colleagues); proven ability to develop creative and collaborative approaches.
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.
Nice‑to‑haves:
Graduate degree in Computer Science, Data Analytics, Information Systems, or related field or equivalent work experience.
4+ years of experience in SQL programming (e.g. MSSQL, Oracle, or similar), data architecture design and development, and data modeling.
3+ years of experience in Tableau development or similar tools (e.g. Power BI, Qlik, MicroStrategy, or similar)
2+ years of experience in statistical analysis including R, Python, or similar language/tools.
3+ 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 senior/executive management, colleagues, and peers; can influence outcomes without directing or commanding.
Locations Alternate Locations: Omaha, NE (Nebraska); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Radnor, PA (Pennsylvania)
Work Arrangement Hybrid: Employee will work 3 days a week in a Lincoln office.
Relocation Assistance Relocation assistance is not available for this opportunity.
Application Deadline Applications for this position will be accepted through June 1, 2026 subject to earlier closure due to applicant volume.
Pay Range The pay range for this position is $72,900 - $131,600 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.
Additional Information This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Equal Opportunity Employer Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
This Employer Participates in E‑Verify. See the E‑Verify notices.
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  • United States

Sprachkenntnisse

  • English
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