
Salesforce CRM Analytics Solution Architect
1 day ago
Overview
Seeking an expert-level CRM Analytics consultant to lead, architect, and own end-to-end Salesforce CRM Analytics solutions. The role combines technical leadership, solution definition, business stakeholder engagement, and advanced feature development—including data integration, notification systems, performance management, and scalable packaging.
Key Responsibilities
- End-to-End Solution Design & Ownership
- Architect, implement, and maintain Salesforce CRM Analytics solutions, translating business requirements into scalable, high-impact dashboards, recipes, data flows, and integrated analytics products.
- Advanced Feature Development
- Build and customize advanced features such as integrated notifications (beyond out-of-the-box capabilities), bespoke filters, and user-specific access controls.
- Integration & Packaging
- Design and deploy CRM Analytics managed packages for internal or external distribution; lead complex integration projects with external data sources (BigQuery, Tableau, etc.) and ensure performance at scale.
- Security & Access Management
- Implement robust, multi-level security, including page, dashboard, and data-set level controls using predicates, permission sets, and custom UI components.
- Stakeholder Management
- Engage directly with business teams, gather technical and functional requirements, deliver demos, address issues, and drive ongoing enhancements and user adoption.
- Performance Optimization
- Troubleshoot and optimize large data workflows, recipes and dashboards—including error resolution, performance tuning, and best practice enforcement.
Desired Skills & Qualifications
- 8+ years’ hands-on experience in Salesforce CRM Analytics (Einstein Analytics/Tableau CRM), with proven solution design and strategic ownership
- Deep expertise in dashboard-building, advanced recipes, data flows, and analytics integrations, including complex external data sets
- Strong background in managed package development and deployment for Salesforce analytics applications
- Proficiency in writing and optimizing SQL queries (SAQL/SOQL), dashboard inspector, and advanced troubleshooting
- Working knowledge of Lightning Components, custom UI/widget creation, and user experience design for analytics interfaces
- Experience with advanced security predicates, permission set groups, and multi-tier access and visibility management
- Track record of directly interacting with cross-functional stakeholders, gathering requirements, and driving solution adoption
- Strong communication and presentation skills; able to articulate technical concepts to business users and senior stakeholders
- Preferred certifications: Salesforce Certified Analytics Developer, Salesforce Certified Consultant, Salesforce Architect Certification
Key Attributes
- Strategic thinker with strong ownership mindset; able to define and deliver CRM Analytics roadmap
- Problem solver—can identify, analyze, and resolve performance, integration, and security challenges
- Self-starter, proactive leader with proven track record in delivering measurable analytics value at scale
- Collaborative team player, comfortable working in cross-functional environments and managing multiple priorities
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