Salesforce CRM Analytics

Weekday (YC W21)

. Build and maintain CRM Analytics dashboards, lenses, datasets, recipes, and dataflows .

Posted 9/29/2026full-timeRemote • IndiaMid-LevelSenior💰 ₹1,200,000 - ₹2,000,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in building and maintaining Salesforce CRM Analytics solutions, including dashboards, reports, and dataflows, while ensuring data quality and reporting accuracy. Proficient in SOQL, SAQL, and Salesforce data models, with strong stakeholder engagement skills for gathering requirements and translating them into analytical solutions.

Highest-signal resume keywords

Salesforce CRM AnalyticsSOQL and SAQL ProficiencySalesforce Native ReportingData Quality and GovernanceSalesforce Certifications

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SOQLSAQLSalesforce Native ReportingDataflowsDashboardsDimensional Data ModellingSalesforce Data ModelReporting AccuracyData QualitySalesforce CPQ

Soft Skills

Stakeholder EngagementRequirements GatheringCommunication SkillsProblem-Solving

Tools & Technologies

SalesforceTableau CRMPower BIFivetranBoomiSalesforce APIs

Certifications & Qualifications

CRM Analytics ConsultantEinstein Discovery ConsultantPlatform AdministratorPlatform App BuilderData 360 Consultant

Industry Keywords

Analytics SolutionsReporting StandardsData IntegrationRevenue OperationsQuote-to-Cash Data Structures

Tech Stack

Tools & technologies

CloudSQLTableau

About the role

Key responsibilities & impact

Build and maintain CRM Analytics dashboards, lenses, datasets, recipes, and dataflows
Develop and optimize Salesforce native reports, custom report types, dynamic dashboards, filters, and reporting structures
Write and optimize SOQL and SAQL queries to support interactive and high-performance analytics
Configure and validate Einstein Discovery and Prediction Builder models where predictive insights provide measurable business value
Implement formula fields, roll-up summaries, and supporting Salesforce schema changes to ensure reporting accuracy at the source
Gather reporting and analytics requirements from Sales, Revenue Operations, Finance, Operations, and leadership stakeholders
Define and document metric definitions, calculation logic, data lineage, refresh schedules, and reporting standards
Identify and resolve Salesforce data-quality issues, including duplicates, inconsistent classifications, ownership gaps, territory issues, and incomplete records
Reconcile Salesforce metrics with finance, operational, and other systems of record and investigate variances to root cause
Implement row-level and field-level security across analytics assets in alignment with Salesforce sharing and visibility models
Apply data classification, access, and jurisdictional handling requirements to reporting and analytics solutions
Manage analytics changes through source control, sandbox testing, documented validation, and controlled production releases
Maintain an inventory of analytics assets and identify opportunities to consolidate, improve, or retire redundant reporting
Provide tier-2 and tier-3 support for dashboard defects, dataflow failures, reporting issues, and performance problems
Enable business users through self-service reporting guidance, training, and documentation
Review Salesforce seasonal releases for analytics-impacting changes and regression-test critical reporting assets
Partner with enterprise data and BI teams when Salesforce data is integrated into downstream platforms and reporting environments

Requirements

What you’ll need

3–5 years of experience building reporting and analytics solutions on the Salesforce platform
At least 2 years of hands-on experience with CRM Analytics / Tableau CRM, including datasets, dashboards, dataflows or recipes, bindings, filters, and interactive analytics
Strong proficiency in Salesforce native reporting, including custom report types, cross-filters, bucket fields, summary formulas, and dashboard filters
Strong understanding of the Salesforce data model and sharing/visibility model, including org-wide defaults, role hierarchy, sharing rules, and field-level security
Proficiency in SOQL and SQL, with working knowledge of SAQL or comparable analytics query languages
Solid understanding of dimensional data modelling concepts including facts, dimensions, and data grain
Strong ability to gather requirements directly from business stakeholders and translate business questions into precise analytical solutions
Ability to clearly explain metrics, reporting logic, data-quality issues, and variances to non-technical and executive stakeholders
Experience working in controlled development environments involving sandboxes, testing, source control, and scheduled production releases
Strong understanding of data quality, reconciliation, governance, security, and reporting accuracy
Experience with Salesforce CPQ, Revenue Cloud, or quote-to-cash data structures is an advantage
Familiarity with enterprise data platforms, Power BI, Fivetran, Boomi, Salesforce APIs, or data integration technologies is desirable
Exposure to Apex, Lightning Web Components, Flow, Salesforce DX, Gearset, Copado, or Git is an advantage
Salesforce certifications such as CRM Analytics and Einstein Discovery Consultant, Platform Administrator, Platform App Builder, Data 360 Consultant, or related certifications are desirable
Bachelor's degree in Information Systems, Computer Science, Analytics, Business, or a related discipline, or equivalent practical experience