Business Data Analyst (Contract, Salesforce / PSA Implementation)Optima Partners • United States
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Business Data Analyst (Contract, Salesforce / PSA Implementation)
Optima Partners
- United States
- United States
À propos
Location: New York or London preferred | Open to remote
Contract Duration: 3 - 6 months (initial 3 months with possibility of extension)
Engagement Type: Independent contractor (W9 / self‑employed freelancer / equivalent)
The Role You will support the preparation and migration of data into core business systems, ensuring accuracy, consistency and strong data quality hygiene ahead of go‑live. Working closely with internal stakeholders, you will play a key role in structuring data, validating outputs, and enabling effective reporting.
This role is ideal for someone with 3+ years of experience looking to further gain exposure to systems implementation and transformation projects within a fast‑paced consulting environment.
Key Responsibilities
Support the collection, analysis, field mapping and migration of all data required to ensure Salesforce, PSA and Sage Intacct are ready to support day‑one go‑live for each release
Prepare, clean and validate datasets, ensuring high standards of data quality, consistency and hygiene
Work closely with stakeholders to ensure accuracy, identify and resolve data quality issues, including gaps, inconsistencies and duplication
Consolidate and structure data using Excel and other tools, focusing on clarity and usability
Translate business requirements into clear data formats to support system integration
Produce clear, concise outputs and reporting views for internal teams
Required Experience & Skills
3+ years of experience in data quality, CRM analyst, or similar role
Strong Excel skills including data cleaning, manipulation and analysis (pivot tables, lookups, etc.)
Experience working with Salesforce or similar CRM systems preferred
Exposure to data migration, system implementation, or transformation projects is advantageous
Strong understanding of data quality principles and data hygiene best practices
High attention to detail with a structured and methodical approach
Ability to work independently and deliver high‑quality outputs in a deadline‑driven environment
Strong communication skills with the ability to present data clearly and simply
Preferred Profile
Familiarity with PSA tools (e.g. Certinia / FinancialForce) or finance systems such as Sage Intacct is a plus
Pragmatic and solutions‑oriented, with a focus on execution over complexity
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Compétences linguistiques
- English
Avis aux utilisateurs
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