Salesforce CRM Analytics Solution Architect

Overview

Seeking an expert-level CRM Analytics consultant to lead, architect, and own end-to-end Salesforce CRM Analytics solutions. The role combines technical leadership, solution definition, business stakeholder engagement, and advanced feature development—including data integration, notification systems, performance management, and scalable packaging.

Key Responsibilities

• End-to-End Solution Design & Ownership
• Architect, implement, and maintain Salesforce CRM Analytics solutions, translating business requirements into scalable, high-impact dashboards, recipes, data flows, and integrated analytics products.
• Advanced Feature Development
• Build and customize advanced features such as integrated notifications (beyond out-of-the-box capabilities), bespoke filters, and user-specific access controls.
• Integration & Packaging
• Design and deploy CRM Analytics managed packages for internal or external distribution; lead complex integration projects with external data sources (BigQuery, Tableau, etc.) and ensure performance at scale.
• Security & Access Management
• Implement robust, multi-level security, including page, dashboard, and data-set level controls using predicates, permission sets, and custom UI components.
• Stakeholder Management
• Engage directly with business teams, gather technical and functional requirements, deliver demos, address issues, and drive ongoing enhancements and user adoption.
• Performance Optimization
• Troubleshoot and optimize large data workflows, recipes and dashboards—including error resolution, performance tuning, and best practice enforcement.

Desired Skills & Qualifications

Key Attributes