Salesforce CRM Analytics Solution Architect

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