Job Description

Anticipated contract length: 6 months

Salesforce CRMA Dashboard Specialist - Collaborates with business and technology partners to gain a comprehensive understanding of their data visualization goals and requirements within the Sales, Marketing, and Service domains for display within the Salesforce platform. Designs and develops interactive dashboards using Salesforce CRM Analytics visualization platform (previously Tableau CRM, TCRM, and Einstein Analytics)

Responsibilities:

• Design and develop high-quality, informative, and visually compelling dashboards for the Salesforce CRM platform, focusing on sales operations and support users.
• Collaborate with the engineering team to ensure technical feasibility, alignment with team standards and practices, and selection of appropriate types of graphics and visual representations to simplify complex datasets.
• Work closely with system analysts and stakeholders to gather and interpret business requirements, translating them into visual stories ready for dashboard development.
• Develop new dashboards and customize and maintain existing dashboards.
• Utilize Salesforce CRM Analytics to create and maintain high-end reports and dashboards.
  
  

Experience:

• 2+ years hands-on experience designing and building reports and dashboards
• 1+ year development experience with Salesforce CRM Analytics (aka Tableau CRM, TCRM, Einstein Analytics)
• Extensive experience in developing, maintaining, and managing interactive, visualization dashboards & analytics and working knowledge of visualization tools architecture/administration.
  
  

Qualifications:

• A solid understanding of SQL, rational databases, and normalization.
• Proficiency in use of query and reporting analysis tools.
• Competency in Excel (macros, pivot tables, etc.)
• Strong analytical, organizational and problem-solving skills, with the ability to work independently and multitask
  
  

Anticipated scope of work:

• Refresh/updates for “in progress” dashboards
• • CMD Campaign Tracker (refine)
  • CMD Audience Builder (refine)
  • WBD Sales Dashboard (enhance)
  • FP Data Quality Dashboard (enhance)
• Service Email Case Monitoring (new)
• Salesforce User Adoption and Metrics (new dashboard)