Salesforce Tableau Developer

Job Description

Our client is seeking a Salesforce Tableau / CRM Analytics Developer to create, maintain, and optimize CRM data visibility. In this role, you will work closely with business stakeholders, department heads, and end-users to understand key performance indicators (KPIs) and translate them into robust, user-friendly reports and dashboards. The ideal candidate will be detailed-oriented, be capable of abstracting business goals and needs into specific data metrics and have strong interpersonal skills to explain technical data concepts clearly to non-technical business stakeholders.

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YOUR FUTURE DUTIES AND RESPONSIBILITIES

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• Report & Dashboard Design: Build, customize, and maintain complex tabular, summary, matrix, and joined reports, as well as dynamic executive dashboards.

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• Requirements Gathering: Collaborate with stakeholders and business users to define metric and reporting needs.

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• Data Quality & Governance: Ensure data accuracy, integrity, and security across all reports.

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• Performance Optimization: Clean up, streamline, and optimize slow-running or redundant reports, custom formulas, and roll-up summary fields

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• Access Management: Configure and manage folder structures, sharing settings, and dynamic dashboard visibility to ensure users see only authorized data.

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• Advanced Analytics Integration: Assist in connecting Salesforce data to external BI tools (such as Tableau and CRM Analytics/Einstein Analytics) when necessary.

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QUALIFICATIONS

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• Bachelor’s Degree in Information Systems, Mathematics, or a related field.

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• 5+ years of hands-on experience configuring and managing reporting tools within the Salesforce ecosystem (including CRM Analytics and Tableau).

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• Deep expertise in Salesforce Standard and Custom Report Types, joined reports, bucket fields, and conditional formatting.

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• Strong skills in creating custom formulas, summary formulas, and workflow rules/flows that feed accurate data into reports.

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• Solid understanding of the Salesforce data model, object relationships (Master-Detail, Lookup), and sharing/security models.

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• Excellent capability to translate abstract business goals into specific data metrics and KPI tracking frameworks

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• Strong interpersonal skills to explain technical data concepts clearly to non-technical business stakeholders.

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NICE TO HAVES

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• Salesforce Certified Administrator or Salesforce Certified Platform App Builder.

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• Knowledge of SOQL (Salesforce Object Query Language) to troubleshoot underlying data structures.

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Clearance: U.S. Citizen; Active DHS clearance or Top Secret DoD Clearance.