Salesforce CRM Analytics
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Job Description
Salesforce Analytics Developer building CRM dashboards, reports, and predictive insights for a Weekday client. Transforming Salesforce data into reliable business intelligence for sales, finance, and operations.
Responsibilities:
- Build and maintain CRM Analytics dashboards, lenses, datasets, recipes, and dataflows
- Develop and optimize Salesforce native reports, custom report types, dynamic dashboards, filters, and reporting structures
- Write and optimize SOQL and SAQL queries to support interactive and high-performance analytics
- Configure and validate Einstein Discovery and Prediction Builder models where predictive insights provide measurable business value
- Implement formula fields, roll-up summaries, and supporting Salesforce schema changes to ensure reporting accuracy at the source
- Gather reporting and analytics requirements from Sales, Revenue Operations, Finance, Operations, and leadership stakeholders
- Define and document metric definitions, calculation logic, data lineage, refresh schedules, and reporting standards
- Identify and resolve Salesforce data-quality issues, including duplicates, inconsistent classifications, ownership gaps, territory issues, and incomplete records
- Reconcile Salesforce metrics with finance, operational, and other systems of record and investigate variances to root cause
- Implement row-level and field-level security across analytics assets in alignment with Salesforce sharing and visibility models
- Apply data classification, access, and jurisdictional handling requirements to reporting and analytics solutions
- Manage analytics changes through source control, sandbox testing, documented validation, and controlled production releases
- Maintain an inventory of analytics assets and identify opportunities to consolidate, improve, or retire redundant reporting
- Provide tier-2 and tier-3 support for dashboard defects, dataflow failures, reporting issues, and performance problems
- Enable business users through self-service reporting guidance, training, and documentation
- Review Salesforce seasonal releases for analytics-impacting changes and regression-test critical reporting assets
- Partner with enterprise data and BI teams when Salesforce data is integrated into downstream platforms and reporting environments
Requirements:
- 3–5 years of experience building reporting and analytics solutions on the Salesforce platform
- At least 2 years of hands-on experience with CRM Analytics / Tableau CRM, including datasets, dashboards, dataflows or recipes, bindings, filters, and interactive analytics
- Strong proficiency in Salesforce native reporting, including custom report types, cross-filters, bucket fields, summary formulas, and dashboard filters
- Strong understanding of the Salesforce data model and sharing/visibility model, including org-wide defaults, role hierarchy, sharing rules, and field-level security
- Proficiency in SOQL and SQL, with working knowledge of SAQL or comparable analytics query languages
- Solid understanding of dimensional data modelling concepts including facts, dimensions, and data grain
- Strong ability to gather requirements directly from business stakeholders and translate business questions into precise analytical solutions
- Ability to clearly explain metrics, reporting logic, data-quality issues, and variances to non-technical and executive stakeholders
- Experience working in controlled development environments involving sandboxes, testing, source control, and scheduled production releases
- Strong understanding of data quality, reconciliation, governance, security, and reporting accuracy
- Experience with Salesforce CPQ, Revenue Cloud, or quote-to-cash data structures is an advantage
- Familiarity with enterprise data platforms, Power BI, Fivetran, Boomi, Salesforce APIs, or data integration technologies is desirable
- Exposure to Apex, Lightning Web Components, Flow, Salesforce DX, Gearset, Copado, or Git is an advantage
- Salesforce certifications such as CRM Analytics and Einstein Discovery Consultant, Platform Administrator, Platform App Builder, Data 360 Consultant, or related certifications are desirable
- Bachelor's degree in Information Systems, Computer Science, Analytics, Business, or a related discipline, or equivalent practical experience
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