Software Engineer - Salesforce (CRM Analytics)

PreludeSys

What Youll Do

As a Software Engineer at PreludeSys, you will:

• Design & Optimize Dashboards:

  Create and refine dashboards in Salesforce CRM Analytics, Tableau, or Power BI to deliver actionable insights across sales, marketing, and support teams.

• Build Data Pipelines:

  Write and manage SQL queries, ETL scripts, and Salesforce dataflows to extract, transform, and load data from CRM systems and external sources.

• Analyze CRM Data:

  Track key business metrics such as conversion rates, churn, and customer lifetime value, and provide optimization recommendations for campaigns and sales strategies.

• Collaborate with Stakeholders:

  Partner with sales, marketing, support, and data engineering teams to gather requirements and align analytics solutions with organizational goals.

• Ensure Data Integrity:

  Monitor data pipelines, troubleshoot anomalies, and maintain high data quality and consistency across systems.

Your Skillset

Were looking for a data-driven engineer with strong CRM analytics expertise. Must-haves include:

• CRM Analytics Experience:

  1+ years working with CRM tools, especially Salesforce CRM Analytics (Tableau CRM).

• Dashboard Development:

  Ability to design intuitive, impactful dashboards and reports using Salesforce Analytics, Tableau, or Power BI.

• SQL Expertise:

  Skilled in writing complex SQL queries (joins, aggregations, filtering) for reporting and data manipulation.

• ETL & Dataflows:

  Hands-on with ETL tools (Talend, Informatica) or Salesforce-native dataflows for managing pipelines.

• CRM Knowledge:

  Experience extracting and analyzing data from Salesforce, HubSpot, or Microsoft Dynamics.

• Cloud & Databases:

  Familiarity with AWS, GCP, or Azure, and data warehouses like Snowflake, BigQuery, or Redshift.

• Preferred Skills:

  Knowledge of Python (pandas, NumPy, scikit-learn) or R for statistical analysis, predictive modeling, and automation.

• Certifications:

  Salesforce CRM Analytics Certification (or equivalent) is a plus.