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Salesforce CRM Analytics Consultant

Remote, USA Full-time Posted 2025-11-24
Job Title: CRM Analytics Consultant Location: Remote Duration: Long Term Key Responsibilities: • Business Intelligence and Data Analysis • Discuss reporting needs with business users to identify critical KPIs and success metrics. • Design dashboards and reports that will provide data visibility into KPIs for leadership and business groups. • Review business reporting requirements and translate those requirements into technical reporting & dashboard specifications. • Develop data recipes/dataflows in CRM Analytics tool to support business requirements. • Help establish best practices and standards for dataflow, data recipe, dashboard, and report/lens development and deployment. • Perform data analysis, produce data samples/prototypes and produce ad-hoc reports. Obtain and analyze data by accessing multiple sources, including ADL, EDW and Salesforce. • Partner and collaborate with IT, platform owners and BI Analysts to provide input to project timelines, scope and risks for transformational commission initiatives. • Developing a clear understanding of system landscape, data repositories and its interrelationships. • Develop reports and processes to continuously monitor data quality and integrity issues and problems. • Locate and define new process improvement opportunities. • Perform extensive data unit testing and quality assurance (QA). Troubleshoot issues and work cross-functionally towards a solution. • Respond and resolve all assigned feedbacks (all priorities) within the set thresholds. • Provide guidance/governance on best practices and approaches to design, implement and sustain effective data driven analytics solutions To succeed in this role, you ll need the following: • Minimum of 5+ years in Salesforce and CRM Analytics having successfully implemented at least 1 TCRM solution. • Experience working with sales, service and marketing data is highly preferred. • Technical expertise building data models and ETL techniques (Data integration using Sync, recipes and dataflows). • Expert in building Salesforce CRM Analytics Dashboard/Reporting capabilities and UX design with advanced skills in binding, SAQL and JSON. • Experience with building Einstein Discovery models and deploying/embedding the model to Sales Cloud page layouts. • Familiarity with Einstein AI components like Next Best Action, Prediction Builder, and Insights nice to have. • Experience with CRM Analytics standard/templated apps. • Experience working in an Agile/Scrum environment. • Strong verbal & written communication skills. Self-starter personality who can operate with minimal supervision • Experience in problem solving, critical thinking and priority setting. Certifications: • CRM Analytics & Einstein Discovery Certified (Must) • Salesforce Admin Certified (Preferred) Apply tot his job Apply To this Job

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