We are looking for an Analytics Data Platform Architect to drive our business intelligence and reporting capabilities, focusing primarily on the Salesforce ecosystem. This role is responsible for owning the overall design and implementation of reporting solutions, leveraging Tableau Cloud and direct access to Salesforce/CRMa data. The Architect provides deep technical guidance on data visualization, analytics, and best-practice reporting solutions based on business and client needs. You will facilitate discovery sessions to understand business challenges and translate those findings into actionable technical requirements, culminating in a documented solution design. You will serve as a trusted partner, providing thoughtful leadership and clear communication to both project and client teams.
Work that matters. Life that fits.
Looking for a role where you can live anywhere you want while delivering meaningful client work? You’re in the right place.
We’re looking for tech-savvy folks who know Salesforce inside and out and believe outstanding customer experience is table stakes. Join our team of talented, certified Salesforce consultants and industry experts and develop life-changing skills.
Work Environment
Flexible Work Options
Volunteer Time Off
Computer Allowance
Team Building Activities
Virtual Socials
Great Benefits
Medical & dental insurance
Flexible spending accounts
401(k) plan with company match
Short-term & long-term disability
Life & AD&D insurance
Paid holidays
Responsible Time Off (RTO)
Responsibilities
Tableau Reporting Architecture:
Develop and implement reporting architectures that align with business needs, leveraging Tableau Cloud or Server for scalable, interactive data visualization and consumption.
Design and deliver BI solutions that directly address specific business needs, such as customer journey analytics, sales performance, and operational efficiency, with a strong focus on CRM data.
Configure and manage data connections within Tableau, ensuring optimal performance and security when accessing Salesforce and other core business data sources.
Ensure data accessibility, security, and compliance with reporting standards.
Data Modeling & Reporting Design:
Design and implement reporting data models, primarily sourcing from Salesforce Data 360 (formerly Data Cloud) and core Salesforce objects (Sales Cloud, Service Cloud, etc.).
Develop efficient data pipelines and preparation strategies within Tableau Prep or other relevant tools for transforming and loading data for consumption on Tableau Cloud.
Monitor and optimize dashboard performance and data refresh schedules to ensure timely and accurate reporting.
Comfortable understanding and recreating Salesforce formula fields and roll-up summaries as needed; experience with Fivetran and other middleware tools that offer accelerator packages preferred.
Technical Leadership and Collaboration:
Collaborate with stakeholders, including business users, Salesforce Administrators, and product teams, to understand reporting requirements and deliver high-impact analytics solutions.
Evaluate and select appropriate tools and technologies for data governance, visualization, and analytics within the Salesforce and Tableau ecosystem.
Provide technical leadership and mentorship to data analytics teams on best practices for Tableau development and CRMa reporting.
Required Skills, Education and Experience
5+ years experience in solutions architecture, technical consulting, or senior BI development, with a focus on cloud-based reporting platforms.
Deep hands-on expertise with Tableau Cloud or Tableau Server including product exposure to Tableau Desktop, Tableau Prep, and Tableau Pulse.
Strong working knowledge of the Salesforce platform, including core objects (Account, Contact, Opportunity, Case) and reporting capabilities (Standard/Custom Reports, Dashboards).
Demonstrable experience reporting on and understanding the relationship between data and Customer Relationship Management (Data 360/Salesforce).
Broad range of experience in data visualization, ETL processes, and reporting technologies.
Strong verbal and presentation abilities, capable of effectively communicating complex data insights to clients and prospective clients at all levels of an organization.
Proven ability to lead reporting strategy and digital roadmap projects in a complex business environment.
Experience in programming languages such as SQL and/or Salesforce App Development (Apex, Flow, etc.) for data extraction/manipulation.
Must have full-time permanent US work authorization.
Additional Requirements
Hands-on implementation or reporting experience with Salesforce Data 360 (formerly Data Cloud).
Expertise in other Salesforce CRM technology (Sales Cloud, Service Cloud, Marketing Cloud, or Industry Clouds).
Experience integrating Tableau with other cloud data platforms (e.g., AWS, Azure, GCP).
Familiarity with data governance and data lineage best practices in a regulated environment.
Experience with Salesforce CRM Analytics is a plus.
Experience with Tableau Next and Tableau Semantics is a plus.
Experience with other BI tools (PowerBI, Looker) is a plus.
