Data Automation Specialist

Smart Circle International
is a leading broker of outsourced sales and customer acquisition services. We help clients and independently owned and operated sales companies grow together through versatile in-person marketing and sales campaigns inside retailers, businesses, and through door-to-door canvassing. Our corporate offices are in Newport Beach and Toronto. Visit to learn more

Position Overview and Impact:

The Data Automation Specialist will help enhance operational efficiency and business insight by designing, developing, and managing automated data processes across Salesforce, SQL Server, Snowflake, and Tableau. This role bridges technical expertise with business strategy - optimizing data pipelines, integrating enterprise systems, and enabling secure, scalable, and reliable automation. This role creates and maintains critical datasets, and self-service reporting tools that empower teams with accurate insights to enable better decision making.

The ideal candidate is confident serving as a cross-functional expert who will collaborate with stakeholders to streamline workflows, safeguard data quality, and ensure compliance. They bring technical depth and problem-solving agility, with a strong commitment to advancing their data architecture and automation skills.

The Basics:

• Location
  : HQ office in Newport Beach, CA
• Hybrid:
  3 days on site
• Compensation
  : $85,000-$105,000/year, commensurate with experience
• Travel:
  Up to 10%
• Reports To:
  Salesforce and Tableau Developer

What You'll Do:

Salesforce Platform:

• Customize Salesforce data model and automations to align with business requirements
• Manage data governance and integrate external systems
• Support users, optimize performance, and ensure compliance

Tableau and Database Administration:

• Design dashboards with advanced calculations and manage data layers and security
• Administer access controls and tune performance
• Develop scalable databases in SQL Server and Snowflake
• Optimize SQL scripts, support reporting, and maintain ETL pipelines

Enterprise Scheduling & Automation

• Design and schedule automations and workflows
• Monitor and optimize job performance and implement alerting mechanisms
• Maintain documentation and security protocols
• Collaborate with stakeholders to enhance automation reliability and effectiveness

Qualifications and Expertise:

• 3+ years of recent, relevant experience in data automation and analytics
• Proven expertise with Salesforce, Tableau, Microsoft SQL Server, Azure SQL, Azure Data Factory, and Snowflake
• Demonstrated ability to design and manage automated data pipelines across multi-platform environments
• Strong experience developing datasets, procedures, and functions in SQL-based systems (Microsoft SQL Server, Snowflake)
• Hands-on experience creating self-service, sales-facing reports in Tableau
• Solid understanding of data governance, system integration (APIs, middleware), and automation best practices
• Skilled at collaborating across technical and business teams to deliver scalable data solutions
• Bachelor's degree in Computer Science, Business, or related field
• Salesforce or Snowflake certifications (preferred)
• Experience with Python integration and notebooks (preferred)

Total Rewards:

Full-time positions qualify for a benefits package that includes vacation, sick leave, paid holidays, medical (with an HSA plan option), dental, vision and company paid Basic Life insurance, opportunity to enroll in Voluntary Life plans, Employee Assistance Program, 401K with employer match, employee referral program, home office stipend and opportunities for team building, growth, and development. Team members have on-demand access to an LMS with a variety of courses to further their professional and personal development.

Equal Opportunity Employer:

We believe in equal opportunity. Each team member is recruited, employed, evaluated, and considered for promotion without regard to race, color, national origin, age, sex, disability status, or any other protected characteristic under state or federal law. We will not tolerate discrimination or harassment based on any protected characteristic and expect all team members to treat others with dignity and respect.