Specialist Salesforce Reporting

Job Summary

The Specialist Salesforce Reporting – National LPM supports the operational needs of our leasing and property management business including both field and centralized operations. This role focuses on building and maintaining dashboards and reports within a highly customized Salesforce platform to provide actionable insights for operational teams. The ideal candidate will have strong analytical skills and a deep understanding of Salesforce reporting capabilities but will not be responsible for technical development or customization of the platform.
Essential Job Duties and Responsibilities

• Design Build and Maintain Salesforce dashboards and reports to support LPM operations.
• Build reports on historical results current performance and future projections.
• Collaborate with stakeholders and SMEs (subject matter experts) to understand reporting needs and translate them into effective visualizations business process maps and workflows.
• Assess and maintain data integrity through coordination with market and central teams.
• Ensure data accuracy and consistency across reports.
• Improve data quality within Salesforce by running reports to ensure data accuracy and building best practices to ensure consistent system usage.
• Facilitate data clean-up initiatives and uploads into Salesforce using data loading tools
• Partner with leadership and process documentation team to ensure effective documentation and guidance for current and newly developed reporting or dashboards. Partnering with L&D in the development and delivery of training as needed.
• Carry out regular internal Salesforce system audits to ensure consistent usage aligned with IH processes
• Assists in application implementation and improvement including testing end-user processes using defined guidelines.
• Participates in new technology initiatives to understand new or updated workflows and work alongside the technology team to focus on new reporting needs or adjustments to current reporting to ensure smooth implementation of new processes.

Education and/or Experience

• Bachelor's degree or equivalent combination of education and experience required
• Three years of related system support experience.
• Salesforce experience with a particular emphasis on building and customizing Lightning reports and dashboards.
• Functional knowledge of Yardi and DocuSign relative to the interaction with other systems through integrations.

Skills/Specialized Knowledge

• Excellent organizational skills and problem solving skills with the ability to multi-task and prioritize to meet corporate goals within desired timeframe
• Familar with reporting on custom objects and reports is preferred.
• Ability to read analyze and interpret technical procedures leases regulations or documents with a similar degree of complexity and report and analyze metrics and use them to enhance performance
• Ability to work independently (self-accountability) and as a member of various teams with sound judgment and ability to deal effectively with a diversity of individuals at all organizational levels

Physical and Mental Demands

• This position will spend long hours sitting and using office equipment and computers.
• The position may also entail light lifting of supplies and materials occasionally up to and including 20 pounds in addition to reaching stooping standing and walking.
• This position requires the ability to talk hear compare compute compile copy analyze coordinate synthesize negotiate and communicate.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Work Environment

• Standard office working environment that may be busy and noisy at times.

To attract and retain top talent we're pleased to offer competitive compensation and benefits including:

• Annual bonus program

• Health dental vision and life insurance

• Long-term and short-term disability insurance

• Generous paid time off plans include vacation accrual sick time standard holidays and floating holidays

• 401(k) with company matching contributions

• Awesome work environment with casual dress

• Team events and gatherings (Pre- and Post-Covid)

Invitation Homes is an equal opportunity employer committed to fostering a diverse inclusive and innovative environment with the best associates. We are committed to equal employment opportunity regardless of race color ancestry religion sex national origin sexual orientation age citizenship marital status disability gender identity Veteran status or any other factor protected by applicable federal state or local law. If you have a disability or special need that requires accommodation please contact us at [email protected].

To all recruitment agencies: Invitation Homes does not accept agency resumes.  Please do not forward resumes to Invitation Homes employees.  Invitation Homes is not responsible for any fees related to unsolicited resumes. 

What We Do

Invitation Homes specializes in acquiring single family homes in situations such as foreclosure or short sale rehabilitating leasing. Invitation Homes is the top home leasing company for single families. With over 80000 homes in our portfolio we currently provide homes to 120000 residents in 16 of the top American markets. Our homes bring numerous benefits to our residents. Located in some of the most desirable neighborhoods in the country our residents enjoy the proximity of our homes to great schools. All of our homes are directly owned by Invitation Homes and are regularly renovated and updated. Each of our homes is professionally managed by one of our experienced local property managers. Our team’s unmatched knowledge of residential property combined with our financial stability and entrepreneurial vision has enabled Invitation Homes to lead the way in today's single-family rental market. Our corporate office is located in downtown Dallas TX. We also have regional offices in Phoenix AZ Sacramento CA Los Angeles CA Dallas TX Houston TX Denver CO Las Vegas NV Seattle WA Chicago IL Atlanta GA Charlotte NC Miami FL Orlando FL Jacksonville FL Tampa FL and Minneapolis MN.