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 ManagementImplement robust, multi-level security, including page, dashboard, and data-set level controls using predicates, permission sets, and custom UI components.Stakeholder ManagementEngage directly with business teams, gather technical and functional requirements, deliver demos, address issues, and drive ongoing enhancements and user adoption.Performance OptimizationTroubleshoot and optimize large data workflows, recipes and dashboards—including error resolution, performance tuning, and best practice enforcement.Desired Skills & Qualifications
8+ years’ hands-on experience in Salesforce CRM Analytics (Einstein Analytics / Tableau CRM), with proven solution design and strategic ownershipDeep expertise in dashboard-building, advanced recipes, data flows, and analytics integrations, including complex external data setsStrong background in managed package development and deployment for Salesforce analytics applicationsProficiency in writing and optimizing SQL queries (SAQL / SOQL), dashboard inspector, and advanced troubleshootingWorking knowledge of Lightning Components, custom UI / widget creation, and user experience design for analytics interfacesExperience with advanced security predicates, permission set groups, and multi-tier access and visibility managementTrack record of directly interacting with cross-functional stakeholders, gathering requirements, and driving solution adoptionStrong communication and presentation skills;able to articulate technical concepts to business users and senior stakeholders
Preferred certifications : Salesforce Certified Analytics Developer, Salesforce Certified Consultant, Salesforce Architect CertificationKey Attributes
Strategic thinker with strong ownership mindset;able to define and deliver CRM Analytics roadmap
Problem solver—can identify, analyze, and resolve performance, integration, and security challengesSelf-starter, proactive leader with proven track record in delivering measurable analytics value at scaleCollaborative team player, comfortable working in cross-functional environments and managing multiple priorities