Data & Analytics Specialist

Duties & Responsibilities:

The Data & Analytics Specialist plays an essential role in supporting Lincoln’s business operations through accurate reporting, data integrity, and the effective use of analytics platforms. As a key member of the Business Enablement team, this position will help maintain and optimize the firm’s customized Salesforce platform and associated analytics tools, ensuring that data supports strategic insights and informed decision-making.

Key Responsibilities:

• Reporting and Dashboard Execution: Build, maintain, and organize dashboards and reports using CRM Analytics (formerly Tableau CRM), Salesforce native reporting, and other visualization tools such as Tableau or Power BI. Ensure reporting aligns with stakeholder needs and business priorities.
• Data Quality & System Management: Monitor, validate, and enhance data quality across Lincoln’s Salesforce platform. Assist in implementing improvements to maintain the accuracy and reliability of business-critical data.
• Platform Expertise: Develop deep knowledge of Lincoln’s Salesforce configuration, including how data is structured across the platform. Gain a strong understanding of Lincoln’s advisory business and how data supports coverage and execution.
• Documentation & Organization: Help catalog and maintain internal resources such as reporting repositories, data dictionaries, and dashboard guides. Ensure clarity and ease of access for team members.
• Support Cross-Functional Projects: Assist senior team members with the execution of data and analytics initiatives. Collaborate with internal stakeholders to fulfill data requests and support team-wide projects.
• General Support: Provide day-to-day analytics support, including ad hoc report creation, data manipulation in Excel, and basic troubleshooting related to data inputs and outputs.

Qualifications:

Interested candidates should meet the following requirements:

Professional and Cultural Characteristics:

• Self-motivated, proactive, and able to thrive in a fast-paced environment
• Highly collaborative and a strong communicator who can interface with stakeholders across seniority levels
• Analytical thinker with a detail-oriented mindset and problem-solving approach
• Adaptable and eager to learn new technologies, tools, and business processes
• Aligned with Lincoln’s culture of excellence, entrepreneurship, and integrity

Other Qualifications:

• 1-2 years of professional experience in a analytical or data reporting role
• Bachelor’s degree in data science, applied mathematics, statistics, MIS or related
• Experience with CRM Analytics (FKA: Tableau CRM), Tableau, or Power BI
• Experience with project management and presentation
• Proficient with Microsoft Excel and data management and manipulation (e.g. write and use formulas, track statistics, manipulate data tables)
• Strong technical aptitude (SQL or other query language knowledge preferred, but not a necessity)
• Excellent written and verbal communication skills

Additional Information:

Lincoln International is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.

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The salary range for this role is $60,000-$75,000 on an annual basis. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in Chicago. An employee’s pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, revenue-based metrics, and business or organizational needs.  

This job is also eligible for bonus pay.

We offer a comprehensive package of benefits to eligible employees.

You can apply for this role through LinkedIn or Lincoln’s Company Page, or through Lincoln’s Internal Jobs Board if you are a current employee.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.