Job Description
We are looking for a Salesforce CRM Analytics Specialist to join our team. In this role, you will leverage Salesforce CRM Analytics to drive data insights, support business decision-making, and enhance the overall user experience. You will work closely with cross-functional teams to build, maintain, and optimize data analytics solutions within Salesforce, ensuring that data is accurate, actionable, and aligns with business goals.
Responsibilities:
Salesforce Analytics Development: Design, develop, and implement custom Salesforce CRM Analytics solutions, including reports, dashboards, and data visualizations.
Data Integration & Modeling: Work with business stakeholders to understand data requirements and create optimized data models to support analytics within Salesforce.
Data Transformation: Leverage ETL tools to integrate external data sources into Salesforce CRM Analytics, ensuring seamless data flow and consistency.
Reporting & Dashboard Optimization: Build and optimize complex reports and dashboards to provide actionable insights to leadership and key business units.
Collaboration: Partner with Salesforce administrators, developers, and business analysts to gather requirements, align on analytics strategies, and deliver solutions that meet business needs.
Data Quality Management: Ensure data accuracy and integrity within the analytics platform by implementing data validation rules, cleansing processes, and regular audits.
Continuous Improvement: Stay up-to-date with new Salesforce CRM Analytics features and best practices. Propose and implement enhancements to improve analytics capabilities and performance.
Documentation & Training: Document analytics processes, workflows, and configurations. Provide training and support to end-users to enhance adoption and use of Salesforce CRM Analytics tools.
Qualifications:
Education: Bachelor's degree in Computer Science, Information Technology, Business Analytics, or a related field (or equivalent practical experience).
Salesforce Experience:
Strong experience with Salesforce CRM Analytics (formerly Tableau CRM, Einstein Analytics), including building reports, dashboards, and advanced data visualizations.
Experience with Salesforce Data Modeling and Data Management concepts.
Familiarity with Salesforce Einstein Analytics and its tools, including lenses, datasets, and dataflows.
Data Integration & ETL Tools:
Experience working with ETL tools such as Data Loader, Talend, MuleSoft, or Jitterbit to integrate external data into Salesforce.
Knowledge of Salesforce Data Import/Export tools and Data Migration strategies.
SQL & Data Querying: Strong proficiency in SOQL (Salesforce Object Query Language) and SQL for data querying, filtering, and optimization.
Analytics & Reporting:
Strong analytical mindset with the ability to extract meaningful insights from large datasets.
Advanced skills in creating interactive dashboards and reports to visualize data trends and KPIs.
Cloud Platforms: Familiarity with cloud-based platforms like Google Cloud Platform (GCP), AWS, or Microsoft Azure is a plus.
Experience with CRM Systems: Experience with Salesforce CRM is a must; knowledge of other CRM systems like HubSpot, Microsoft Dynamics, or Zoho is a plus.
Skills & Competencies:
Problem Solving & Analytical Thinking: Ability to analyze complex business problems and design analytics solutions to provide actionable insights.
Attention to Detail: High accuracy and attention to detail in data handling, reporting, and visualization tasks.
Communication & Collaboration: Excellent communication skills to collaborate with stakeholders across business, technical, and operational teams.
Adaptability & Learning: Strong commitment to continuous learning and staying current with Salesforce platform enhancements, analytics trends, and industry best practices.
Project Management: Ability to manage multiple projects and deadlines while ensuring high-quality delivery of analytics solutions.
Tools and Applications:
Salesforce CRM Analytics (Tableau CRM, Einstein Analytics) Required
APEX Data Loader and other Salesforce data tools Required
SQL (including SOQL) Required
ETL Tools (e.g., Talend, MuleSoft, Jitterbit, SSIS) Preferred
Tableau or other BI tools Preferred
Google Cloud Platform (GCP), AWS Preferred
Additional Skills (Optional but Beneficial):
Salesforce Certifications: Salesforce Certified Platform App Builder, Salesforce Certified Administrator, or Salesforce Certified Data Architecture and Management Designer.
Data Visualization: Strong skills in data visualization tools such as Tableau, Power BI, or other BI platforms.
Cloud Integration: Experience with cloud platforms like AWS, Azure, or GCP for integrating with Salesforce.
