Salesforce BI/Analytics Architect

About the Role

Salesforce BI / Analytics - Architect

Key Expectations

• Drive end-to-end client engagement,

   from initial requirements gathering to final solution deployment and adoption.
• Engage with business stakeholders to understand needs, distill requirements, and design analytics solutions aligned with business goals.
• Able to think analytically, use a systematic and logical approach to analyze data, problems, and situations. Must be able to guide team members in analysis.

• Proactively suggest improvements

   to existing dashboards, reports, and data pipelines to maximize business value and performance.

• Define and own the technical architecture

   of CRMA solutions, including recipe design, security implementation, and performance tuning for large datasets.
• Strong understanding of traditional BI concepts including star/snowflake schemas, cubes, and ETL.
• Lead and manage a development team to enhance analytics features and ensure the timely delivery of BI solutions.
• Write, optimize, and troubleshoot complex SQL queries for data extraction and analysis.
• Utilize Google Spreadsheets for advanced data analysis and validation.
• Leverage Salesforce standard reports and dashboards to validate and supplement analytics solutions.
• Ensure data quality, integrity, and consistency across all analytics tools and platforms.
• Act as a subject matter expert for Salesforce Sales domain analytics, guiding best practices and solutions.
• Ability and willingness to quickly learn new BI tools and adapt to evolving business requirements.
  

Required Skills & Experience

• 7+ years of experience in BI, analytics, or data-driven roles.

• Proven track record of driving project completion

   and managing scope with clients.
• Strong SQL expertise and experience with large datasets.
• Hands-on experience with CRMA for building interactive dashboards.
• Utilize Google Spreadsheets for advanced data analysis, including formulas such as XLOOKUP, VLOOKUP, SUMIF, and SUMIFS.
• Deep knowledge of the Salesforce Sales domain, including standard reports, dashboards, and sales processes.
• Experience engaging with business owners to gather requirements and translate them into actionable analytics solutions.
• Experience managing and mentoring a development/analytics team.
• Strong analytical, problem-solving, and communication skills.
  

Nice-to-Have

• Experience with additional BI tools such as Tableau, Looker, or Power BI.
• Exposure to ETL processes or data warehousing concepts.
• Familiarity with other Salesforce modules beyond Sales.
• Tableau CRM & Einstein Discovery Consultant/Tableau Certified Data Analyst/Tableau Desktop Specialist certification.