Analyst, Data Analytics

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. 

In the Analyst, Data Analytics role you will be a member of an experienced team providing reporting, data, and analytics solutions.  You will drive automation and efficiency as you develop reporting solutions that drive business decisions and inform leadership on insights.  You will act as a resource to internal/external stakeholders and identify complex data patterns and trends.

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.

Application Deadline

Applications for this position will be accepted through June 1, 2026 subject to earlier closure due to applicant volume.

What’s it like to work here?

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. 

What’s in it for you:

• Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
• Leadership development and virtual training opportunities
• PTO/parental leave
• Competitive 401K and employee benefits
• Free financial counseling, health coaching and employee assistance program
• Tuition assistance program
• Work arrangements that work for you
• Effective productivity/technology tools and training

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. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees.  In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual.  Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.