Salesforce Consultant with Tableau CRM Analytics
Salesforce Consultant with Tableau CRM Analytics
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Job Description
Role: Salesforce Consultant with Tableau CRM Analytics
Location: Austin TX : Hybrid Tuesday to Thursday in the office.
JD:
Data Integration and Preparation:
- Connect Tableau CRM to various data sources (Salesforce and external databases).
- Perform data cleaning transformation and preparation for analysis.
Dashboard and Report Development:
- Design and develop interactive dashboards and reports that provide actionable insights.
- Utilize Tableau CRM features like lenses dashboards and datasets effectively.
Customization and Configuration:
- Customize Tableau CRM applications to meet business requirements.
- Configure user permissions and data security settings within Tableau CRM.
User Training and Support:
- Provide training to endusers on how to use Tableau CRM tools and dashboards.
- Offer ongoing support and troubleshoot issues related to dashboard performance or data accuracy.
Performance Optimization:
- Monitor and optimize dashboard performance for speed and efficiency.
- Implement best practices for data visualization and user experience.
Collaboration with Stakeholders:
- Work closely with business analysts data scientists and other stakeholders to understand data needs and business objectives.
- Gather requirements and translate them into technical specifications for dashboard development.
Data Governance and Compliance:
- Ensure data integrity and compliance with organizational policies and standards.
- Implement data governance practices within Tableau CRM.
Reporting and Insights:
- Generate regular and adhoc reports to support business decisions.
- Analyze data trends and provide insights to stakeholders.
Stay Updated with Trends:
- Keep abreast of the latest Tableau CRM features updates and best practices.
- Participate in training and professional development opportunities.
Documentation:
- Document processes dashboard designs and data sources for reference and knowledge sharing.
Employment Type
Full Time
