Salesforce CRM Analytics

• Build and maintain CRM Analytics dashboards, lenses, datasets, recipes, and dataflows
• Develop and optimize Salesforce native reports, custom report types, dynamic dashboards, filters, and reporting structures
• Write and optimize SOQL and SAQL queries to support interactive and high-performance analytics
• Configure and validate Einstein Discovery and Prediction Builder models where predictive insights provide measurable business value
• Implement formula fields, roll-up summaries, and supporting Salesforce schema changes to ensure reporting accuracy at the source
• Gather reporting and analytics requirements from Sales, Revenue Operations, Finance, Operations, and leadership stakeholders
• Define and document metric definitions, calculation logic, data lineage, refresh schedules, and reporting standards
• Identify and resolve Salesforce data-quality issues, including duplicates, inconsistent classifications, ownership gaps, territory issues, and incomplete records
• Reconcile Salesforce metrics with finance, operational, and other systems of record and investigate variances to root cause
• Implement row-level and field-level security across analytics assets in alignment with Salesforce sharing and visibility models
• Apply data classification, access, and jurisdictional handling requirements to reporting and analytics solutions
• Manage analytics changes through source control, sandbox testing, documented validation, and controlled production releases
• Maintain an inventory of analytics assets and identify opportunities to consolidate, improve, or retire redundant reporting
• Provide tier-2 and tier-3 support for dashboard defects, dataflow failures, reporting issues, and performance problems
• Enable business users through self-service reporting guidance, training, and documentation
• Review Salesforce seasonal releases for analytics-impacting changes and regression-test critical reporting assets
• Partner with enterprise data and BI teams when Salesforce data is integrated into downstream platforms and reporting environments

• 3–5 years of experience building reporting and analytics solutions on the Salesforce platform
• At least 2 years of hands-on experience with CRM Analytics / Tableau CRM, including datasets, dashboards, dataflows or recipes, bindings, filters, and interactive analytics
• Strong proficiency in Salesforce native reporting, including custom report types, cross-filters, bucket fields, summary formulas, and dashboard filters
• Strong understanding of the Salesforce data model and sharing/visibility model, including org-wide defaults, role hierarchy, sharing rules, and field-level security
• Proficiency in SOQL and SQL, with working knowledge of SAQL or comparable analytics query languages
• Solid understanding of dimensional data modelling concepts including facts, dimensions, and data grain
• Strong ability to gather requirements directly from business stakeholders and translate business questions into precise analytical solutions
• Ability to clearly explain metrics, reporting logic, data-quality issues, and variances to non-technical and executive stakeholders
• Experience working in controlled development environments involving sandboxes, testing, source control, and scheduled production releases
• Strong understanding of data quality, reconciliation, governance, security, and reporting accuracy
• Experience with Salesforce CPQ, Revenue Cloud, or quote-to-cash data structures is an advantage
• Familiarity with enterprise data platforms, Power BI, Fivetran, Boomi, Salesforce APIs, or data integration technologies is desirable
• Exposure to Apex, Lightning Web Components, Flow, Salesforce DX, Gearset, Copado, or Git is an advantage
• Salesforce certifications such as CRM Analytics and Einstein Discovery Consultant, Platform Administrator, Platform App Builder, Data 360 Consultant, or related certifications are desirable
• Bachelor's degree in Information Systems, Computer Science, Analytics, Business, or a related discipline, or equivalent practical experience