Our client is seeking a Salesforce Tableau / CRM Analytics Developer to create, maintain, and optimize CRM data visibility. In this role, you will work closely with business stakeholders, department heads, and end-users to understand key performance indicators (KPIs) and translate them into robust, user-friendly reports and dashboards. The ideal candidate will be detailed-oriented, be capable of abstracting business goals and needs into specific data metrics and have strong interpersonal skills to explain technical data concepts clearly to non-technical business stakeholders. YOUR FUTURE DUTIES AND RESPONSIBILITIESReport & Dashboard Design: Build, customize, and maintain complex tabular, summary, matrix, and joined reports, as well as dynamic executive dashboards. Requirements Gathering: Collaborate with stakeholders and business users to define metric and reporting needs. Data Quality & Governance: Ensure data accuracy, integrity, and security across all reports. Performance Optimization: Clean up, streamline, and optimize slow-running or redundant reports, custom formulas, and roll-up summary fields Access Management: Configure and manage folder structures, sharing settings, and dynamic dashboard visibility to ensure users see only authorized data. Advanced Analytics Integration: Assist in connecting Salesforce data to external BI tools (such as Tableau and CRM Analytics/Einstein Analytics) when necessary.
QUALIFICATIONS:
Bachelor’s Degree in Information Systems, Mathematics, or a related field.5+ years of hands-on experience configuring and managing reporting tools within the Salesforce ecosystem (including CRM Analytics and Tableau).Deep expertise in Salesforce Standard and Custom Report Types, joined reports, bucket fields, and conditional formatting. Strong skills in creating custom formulas, summary formulas, and workflow rules/flows that feed accurate data into reports. Solid understanding of the Salesforce data model, object relationships (Master-Detail, Lookup), and sharing/security models. Excellent capability to translate abstract business goals into specific data metrics and KPI tracking frameworks Strong interpersonal skills to explain technical data concepts clearly to non-technical business stakeholders.
NICE TO HAVES:
Salesforce Certified Administrator or Salesforce Certified Platform App Builder. Knowledge of SOQL (Salesforce Object Query Language) to troubleshoot underlying data structures.
Clearance: U.S. Citizen; Active DHS clearance or Top Secret DoD Clearance.
