Data & Analytics Specialist

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
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

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.
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.
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.
Help catalog and maintain internal resources such as reporting repositories, data dictionaries, and dashboard guides. Ensure clarity and ease of access for team members.
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.
Provide day-to-day analytics support, including ad hoc report creation, data manipulation in Excel, and basic troubleshooting related to data inputs and outputs.