Analyst, Institutional Client Solutions (ICS)

Job Description

In this role, the Analyst will work hands-on with Salesforce data and business visualization tools to support institutional fundraising through reporting, dashboards, and analytics. The individual will use SQL to query and model data within the Salesforce object framework, transforming raw sales and operational data into clear, accurate, and well-designed dashboards using tools such as Tableau or similar BI platforms. They will partner with internal Salesforce and integration teams to define data requirements, understand the underlying data model, and ensure data is structured in a way that supports scalable reporting and analysis. The Analyst will help maintain data quality by identifying inconsistencies, supporting data cleansing efforts, and validating outputs before they are shared broadly. They will also apply lightweight Python as needed for basic data manipulation or reporting support. Overall, the role focuses on turning CRM and fundraising data into intuitive, polished, and business-ready visualizations that enable ICS teams to operate more effectively, without requiring deep system configuration or advanced engineering work.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:

Skills and Requirements

Exposure to or involvement in institutional fundraising, ideally in finance or at a competitor Bachelor's degree in Business Administration, Information Technology, or related field

Minimum 2+ years of relevant experience in financial services, technology, CRM administration, consulting, or business operations

Strong SQL skills

Strong Microsoft Office skills (Excel, PowerPoint)

Proficiency with BI and reporting tools (Tableau, Sigma, Power BI, etc.)

Expertise in Salesforce, and experience with CRM integrations and APIs

Lightweight/Basic Python knowledge

Knowledge of data cleansing and experience enforcing data integrity preferred