Key Responsibilities
Business/Functional
- Partner with business stakeholders (Sales, Service, Marketing, Finance, Operations) to gather reporting requirements and translate KPIs/metrics into report and dashboard specifications.
- Recommend the right tool and approach for a given need — native Salesforce reports/dashboards vs. Tableau vs. CRM Analytics (Tableau CRM/Einstein Analytics) — based on data volume, audience, refresh needs, and visualization complexity.
- Define and document data definitions, calculated metrics, and business logic so metrics are consistent and trusted across the organization.
- Lead requirement walkthroughs and mockup reviews with business users; iterate on wireframes/mockups before build.
- Provide analytics support during executive/board reporting cycles (QBRs, monthly/quarterly business reviews).
Train business users and admins on self-service reporting best practices within Salesforce and Tableau.
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Salesforce Reports & Dashboards
- Design and build custom, complex reports and dashboards in Salesforce: joined reports, matrix/summary reports, cross-filters, bucket fields, custom report types, and dashboard filters/dynamic dashboards.
- Optimize report and dashboard performance for large data volumes, including use of custom report types, indexed fields, and folder/sharing structures.
- Configure dashboard subscriptions, scheduled report exports/refreshes, and mobile-friendly dashboard layouts.
- Manage report/dashboard folder architecture, sharing, and security (role hierarchy, sharing rules) to ensure the right data is visible to the right audience.
- Build and maintain custom formula fields, roll-up summaries, and (where needed) Apex/Flow-based aggregations to support reporting requirements not achievable natively.
Leverage Salesforce reporting APIs (Analytics REST API) for embedding reports/dashboards in external portals or apps where required.
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Tableau Reporting
- Design, build, and maintain Tableau dashboards and visualizations sourced from Salesforce (via Salesforce connector, Tableau Sync/CDC, or ETL) and other enterprise systems (ERP, data warehouse, flat files).
- Build and optimize Tableau data sources/extracts, including data blending, joins, calculated fields, LODs (Level of Detail expressions), parameters, and table calculations.
- Design intuitive, performant dashboards following Tableau visualization best practices (appropriate chart types, filters/actions, drill-downs, tooltips, mobile layout).
- Manage Tableau Server/Cloud publishing, permissions, data source refresh schedules, and workbook version control.
- Optimize dashboard/query performance (extract vs. live connections, indexing, query optimization) for large datasets.
Troubleshoot data discrepancies between Salesforce, Tableau, and other source systems, ensuring a single source of truth for key metrics.
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Required Qualifications
- 5–8 years of overall Salesforce experience, with a strong focus on reporting and analytics (reports, dashboards, custom report types).
- 3+ years of hands-on Tableau development experience, including Tableau Desktop and Tableau Server/Tableau Cloud (publishing, permissions, scheduling).
- Deep expertise with Salesforce native reporting tools: joined reports, matrix reports, custom report types, bucket fields, dynamic dashboards, dashboard filters.
- Solid understanding of the Salesforce data model, object relationships, and security model (roles, profiles, sharing rules) as they relate to reporting visibility.
- Strong Tableau skills: calculated fields, LOD expressions, parameters, table calculations, data blending/joins, dashboard actions, and performance optimization.
- Experience connecting Tableau to Salesforce (native connector, Salesforce Sync/CDC, or via a data warehouse/ETL pipeline).
- Strong SQL skills for data validation, troubleshooting, and building/optimizing underlying data sources.
- Excellent stakeholder communication skills — able to translate business questions into the right metric, chart, and tool, and to explain data/methodology clearly to non-technical audiences.
Experience gathering requirements directly from business stakeholders and iterating on dashboard design based on feedback.
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Preferred Qualifications
- Experience with CRM Analytics (Tableau CRM/Einstein Analytics) in addition to native Salesforce reporting.
- Salesforce certifications: Salesforce Certified Administrator, Salesforce Certified Platform App Builder, or Salesforce Certified Data Cloud/CRM Analytics credentials.
- Tableau certification (Tableau Desktop Specialist, Certified Data Analyst, or Certified Professional).
- Experience with ETL/data integration tools (Informatica, MuleSoft, Talend, dbt) and/or a data warehouse (Snowflake, Redshift, BigQuery).
- Familiarity with Python or R for advanced analytics/statistical reporting is a plus.
- Prior experience in a consulting or shared-services BI/analytics team supporting multiple business units.
