Salesforce CRMA Visualization Expert
2 weeks ago
Key Requirements:
1. Seeking an individual capable of crafting engaging and interactive dashboards utilizing Salesforce CRMA. A minimum of one year of experience with CRMA is acceptable. The role involves reworking existing templates, including adjustments to color schemes, filters, and title arrangements. A design template is available, and the candidate will be expected to enhance and rearrange elements.
a. The CRMA platform encompasses two primary components:
i. Dashboard creation and front-end development/visualization (candidates with experience in Tableau and limited CRMA exposure are welcome).
ii. Data preparation using tools such as Alteryx or data recipe technologies; advanced expertise is not mandatory.
2. Proficiency in SQL is essential.
3. A keen eye for design and detail is crucial for final touches.
4. Experience in an enterprise-level environment is preferred.
Job Overview:
The Salesforce CRMA Dashboard Specialist will work collaboratively with business and technology stakeholders to thoroughly understand their data visualization objectives and requirements across Sales, Marketing, and Service sectors for presentation within the Salesforce ecosystem. The role involves designing and developing interactive dashboards using the Salesforce CRM Analytics visualization platform (formerly known as Tableau CRM, TCRM, and Einstein Analytics).
Responsibilities:
• Create and develop high-quality, informative, and visually appealing dashboards tailored for the Salesforce CRM platform, with a focus on supporting sales operations and user needs.
• Collaborate with engineering teams to ensure technical feasibility, adherence to team standards, and selection of suitable graphics and visual representations to simplify complex datasets.
• Engage closely with system analysts and stakeholders to gather and interpret business requirements, transforming them into visual narratives ready for dashboard creation.
• Develop new dashboards while customizing and maintaining existing ones.
• Utilize Salesforce CRM Analytics to produce and sustain high-quality reports and dashboards.
Experience:
• A minimum of 2 years of hands-on experience in designing and constructing reports and dashboards.
• At least 1 year of development experience with Salesforce CRM Analytics (formerly Tableau CRM, TCRM, Einstein Analytics).
• Extensive experience in creating, maintaining, and managing interactive visualization dashboards and analytics, along with a solid understanding of visualization tools architecture and administration.
Qualifications:
• A strong grasp of SQL, relational databases, and data normalization principles.
• Proficiency in using query and reporting analysis tools.
• Competence in Excel, including macros and pivot tables.
• Strong analytical, organizational, and problem-solving skills, with the ability to work independently and manage multiple tasks.
Anticipated Scope of Work:
• Refresh and update ongoing dashboards:
o CMD Campaign Tracker (refinement)
o CMD Audience Builder (refinement)
o WBD Sales Dashboard (enhancement)
o FP Data Quality Dashboard (enhancement)
• New projects include:
• Service Email Case Monitoring (new)
• Salesforce User Adoption and Metrics (new dashboard)
About TEKsystems:
We are partners in transformation, assisting clients in activating ideas and solutions to leverage a new world of opportunities. Our team of 80,000 collaborates with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe, and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with forward-thinking leaders to drive change. This is the essence of true partnership. TEKsystems is part of the Allegis Group.
TEKsystems is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information, or any characteristic protected by law.
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