Need Salesforce Reporting and Dashboard Admin/ Support with REMOTE

Hi,

 

Role: Salesforce Reporting and Dashboard Admin/ Support

Location: REMOTE

 

Need Admin or Salesforce Support who have worked on dashboard and reporting.

 

Dashboard Design and Development

• Create dynamic, interactive dashboards in Salesforce to provide real-time insights into key performance metrics.
• Collaborate with stakeholders to understand reporting needs and design intuitive, visual dashboards that align with business objectives.

 

Report and Dashboard Creation, Validation & Maintenance

·         Develop and customize Salesforce reports to capture relevant data for sales, marketing, and customer support teams.

·         Build dashboards that consolidate multiple reports into an easy-to-digest visual format for tracking KPIs and trends.

·         Perform regular data audits and quality checks to ensure the accuracy, consistency, and integrity of reports and dashboards.

·         Cross-validate dashboard and report data against other sources to ensure accuracy and alignment with business rules.

·         Regularly update and maintain dashboards and reports to reflect changes in sales processes, metrics, or data structures.

·         Optimize dashboards and reports for performance and ease of use, ensuring timely access to insights with minimal lag.

·         Implement automated data refreshes and delivery of recurring dashboards and reports to relevant stakeholders.

 

User Support and Training

·         Provide training and support to end-users on how to interpret and utilize dashboards and reports effectively.

·         Act as a liaison between technical and non-technical teams to enhance the reporting experience and ensure user needs are met.

·         Create and maintain documentation for dashboard and report development, including data sources, workflows, and validation procedures.

 

Performance Monitoring and Troubleshooting

·         Monitor dashboard and report performance, addressing any load-time issues, errors, or user experience problems.

·         Troubleshoot and resolve technical issues related to data refreshes, report generation, or dashboard performance.

·         Work closely with IT and data engineering teams to integrate Salesforce data with other business intelligence tools, ensuring seamless data flow.

 

Organizational excellence

·         Instill a culture of organizational excellence, including proactive, collaborative, supportive engagement cross-company

·         Embrace data driven & customer insights to inform plans, launches, and iterations

·         Ensure a culture of performance: establish bold targets, key performance indicators, and proactively employ countermeasures based on performance of programs vs objectives

·         Launch with excellence, celebrate success, learn from failure

·         Meaningfully champion diversity, equity, and inclusion

 

Key Qualifications

 

Education & Certifications:

• Bachelor’s degree in Computer Science, Information Technology, Data Analytics, Business, or a related field (or equivalent work experience).
• Salesforce Certifications such as Salesforce Administrator, Salesforce Platform App Builder, or Salesforce Certified Advanced Administrator (preferred).

 

Experience:

• 3+ years of experience working with Salesforce reports and dashboards, including building, customizing, and maintaining them.
• Experience in data analysis and report development within Salesforce.
• Experience with data visualization tools (e.g., Tableau, Power BI, or similar). (Power BI experience is required)
• Experience with Salesforce Lightning and other Salesforce tools like Salesforce Einstein Analytics (CRMA, required) or Tableau CRM (required).
• Experience working in sales operations, business intelligence, or analytics roles is an advantage.