Salesforce CRMA Visualization Expert

2 weeks ago


Phoenix, Arizona, United States TEKsystems Full time

Position Overview:

The Salesforce CRMA Dashboard Specialist plays a crucial role in collaborating with both business and technology stakeholders to thoroughly understand their data visualization objectives within the Sales, Marketing, and Service sectors on the Salesforce platform.

Key Responsibilities:

  • Design and create high-quality, engaging, and informative dashboards tailored for the Salesforce CRM platform, specifically focusing on sales operations and user support.
  • Work alongside the engineering team to ensure technical feasibility, adherence to team standards, and the 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 to meet evolving business needs.
  • Utilize Salesforce CRM Analytics to produce and sustain advanced reports and dashboards.

Experience Requirements:

  • 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 known as Tableau CRM, TCRM, and Einstein Analytics).
  • Extensive background in developing, maintaining, and managing interactive visualization dashboards and analytics, along with a solid understanding of visualization tools architecture and administration.

Qualifications:

  • Strong understanding of SQL, relational databases, and data normalization principles.
  • Proficiency in using query and reporting analysis tools.
  • Competence in Excel, including macros and pivot tables.
  • Excellent analytical, organizational, and problem-solving skills, with the ability to work independently and manage multiple tasks effectively.

Anticipated Scope of Work:

  • Refinements and updates for ongoing dashboards, including:
    • CMD Campaign Tracker
    • CMD Audience Builder
    • WBD Sales Dashboard
    • FP Data Quality Dashboard
  • New projects such as:
    • Service Email Case Monitoring
    • Salesforce User Adoption and Metrics Dashboard

About TEKsystems:

TEKsystems is a leader in Full-Stack Technology Services and Talent Services, partnering with clients to activate innovative ideas and solutions in a rapidly evolving landscape. With a team of 80,000 professionals serving over 6,000 clients, including a significant portion of the Fortune 500, we are committed to driving transformation and change. As an equal opportunity employer, TEKsystems values diversity and inclusivity in the workplace.



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