
Senior Salesforce CRM Analytics Consultant @
2 days ago
Key Requirements:
- 3+ years of experience working with Salesforce CRM Analytics (formerly Tableau CRM) and Salesforce reporting tools.
- Strong understanding of Salesforce data models, SAQL, and data transformations.
- Experience in sales performance reporting and KPI tracking.
- Expertise in creating custom dashboards with advanced filtering and aggregation logic.
- Proficiency in data visualization principles.
- Knowledge of sales processes and metrics, including call tracking, proposal conversion rates, and contract success.
- Experience handling large datasets and optimizing queries.
- Strong analytical skills with a problem-solving mindset.
- Excellent communication and collaboration skills.
Nice to Have:
- Familiarity with Salesforce Sales Cloud and Einstein Analytics.
- Knowledge of Apex, SOQL, and Lightning components for advanced customizations.
- Background in data analytics, business intelligence, or financial reporting.
We have an exciting opportunity for a Senior Salesforce CRM Analytics Consultant to join our sales team and assist in creating in-depth analytics dashboards and reports within Salesforce CRM Analytics. Here are the details:
,[Develop custom Salesforce CRM Analytics dashboards based on Excel mockups provided. , Create interactive reports and visualizations to monitor key sales performance indicators across various levels (Individual Sales Rep, Sales Manager, Regional Manager, and Entire Sales Department). , Implement filters for data, allowing users to sort by date, role, office, region, tenure, and active status. , Track sales activities and performance, including calls, meetings, proposals, contracts, and conversions. , Automate calculations related to quota achievement, proposal success rates, and sales pipeline progress. , Collaborate with sales and business stakeholders to refine reporting requirements and enhance insights. , Optimize data integration and ensure real-time reporting accuracy. , Maintain data integrity within Salesforce CRM Analytics. ] Requirements: Salesforce, CRM, PM, Excel, Mockups, Data models, Data visualization, Analytical skills, Cloud, Apex, Data analytics-
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