Tableau CRM Consultant
Omega Solutions
Tableau CRM Operations Team Member
The Tableau CRM (formerly Einstein Analytics) Operations team within Salesforce Business Technology is currently seeking a team member who is detail-oriented and a proactive self-starter to manage and support the Tableau CRM platform and associated datasets, dataflows, and dashboards. You will be expected to have mastery of the TCRM application, including the ingestion processes, dataset management processes, security and access implementations, and visualization/dashboard creation. You will also need to partner with business stakeholders to understand their needs and guide them on the "art of the possible". You will bring your passion for intuitive, insightful, compelling dashboard experiences and turn it into right-sized, governed, supportable TCRM solutions.
· Design, build, and support Tableau CRM apps, datasets, and dashboards beginning with operational reporting and expanding into full-fledged analytics over time.
· Develop and maintain dashboards in Salesforce Tableau CRM.
· Develop and provide training of the dashboards to various business units.
· Support ad-hoc dashboard requests to provide insights to various teams.
· Analyze large volumes of data using various tools like Salesforce Einstein Analytics, R, Python etc.
· In partnership with Product Owners and operations, define intuitive, insightful, actionable, and compelling TCRM dashboards, account for user behavior and exception paths.
· Provide "best practices" direction and implement approaches for content governance, taxonomy, processes, and UI consistency within TCRM.
· Enable TCRM solutions to be embedded into and available within our wider Salesforce-based offerings (e.g. portal and mobile solutions).
· Optimize for the whole: provide design guidance to team on TCRM capabilities and limitations, enabling the delivery of a system that is supportable, maintainable, performant, and achieves high user adoption.
· Grow our internal TCRM expertise: be a mentor, teacher, and guide to both developers and Operations.
· Data analysis: analyze data sets for patterns and anomalies and create mock datasets to create meaningful prototypes and enable parallel development between TCRM and other development areas.
- ...statistical modeling (regression, clustering, and propensity scoring). Secondary Skills (Support): Experience with BI tools (Tableau/Power BI), knowledge of Google Analytics/Adobe Analytics , and strong "data storytelling" to explain technical findings to non-...Tableau
$160k - $190k
...day administration, configuration, and optimization of Salesforce CRM Translate business requirements into scalable Salesforce... ...solutions ~ Experience building dashboards and working with BI tools (Tableau, Looker, Power BI, etc.) ~ Solid understanding of GTM metrics (...CRMTableau$43 per hour
...our own data, utilizing tools like platform data, Salesforce, and Tableau, as well as in the market, to optimize spend and performance-... ...FinTech or the financial/accounting industry • Experience with CRM systems - especially Salesforce • Experience with Enterprise...CRMTableauFor contractors$70k - $135k
...and admin role leading enterprise-scale CRM, PRM projects. • Deep understanding of... ...implement dashboards on Einstein Analytics/ Tableau CRM preferred and reports to deliver... ...preferred) • Salesforce Experience Cloud Consultant Certification (required) • Salesforce Sales...CRMTableau- ...techniques Experience working with enterprise data systems (ERP, CRM, matter management, or similar) Strong analytical and problem-... ...building in and presenting with BI and visualization tools (Tableau, Power BI, or similar) Deriving and defining KPIs and other business...CRMTableauContract work
- ...experienced individual with a background in administering and supporting CRM, CPQ and SaaS applications. The Sales Operations Planner will... ...Advanced proficiency in Excel; experience with BI tools (e.g., Tableau, Power BI, Looker) preferred Ability to take initiative, work...CRMTableau
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- ...administrative, operations, or project support roles. Strong skills in Excel (Pivot Tables, VLOOKUPs) or data visualization tools (Tableau, Power BI). Experience with project tracking tools (Smartsheet, Jira, Trello) and O365/SharePoint. Excellent communication,...TableauLong term contractPart time
$152k - $222k
...Experience with SQL and Data Visualization (e.g., Looker, Data Studio, Tableau, Power BI, Qlik, or similar technologies). Experience with SaaS... ...and operational level. Experience using Salesforce or other CRM systems. Public Sector knowledge. Robust analytical skills...CRMTableauTemporary work$43 per hour
...performance using platform data, Google Analytics, Salesforce, and Tableau Identify trends and provide actionable insights to improve... ...Experience in FinTech or financial services industry Experience with CRM platforms, especially Salesforce Familiarity with Tableau or...CRMTableauContract work$75k - $95k
...complex issues with clarity and empathy. Working knowledge of CRM tools (e.g., Salesforce, HubSpot, Zendesk) and supporting... ...little oversight. Advanced working skill set with Salesforce, Tableau, and MS Office (specifically Excel and PowerPoint) including advanced...CRMTableauWork experience placementRemote work$94.5k - $175.5k
...and recurring performance insights for leadership (tool-agnostic; CRM/BI experience expected) ~ Ability to work with messy/partial... ...experience with CRM and BI ecosystems (e.g., Salesforce + Power BI/Tableau/Looker or similar) Familiarity with Lead-to-Cash (L2C)...CRMTableauWork at office- ...NAVA Software solutions is looking for a Zuora Consultant Details: Zuora Consultant Location: Santa Clara CA - Hybrid... ..., ERP, Zuora etc.) ~ Strong knowledge in enterprise CRM, CPQ, Order to Cash, SaaS / Cloud applications, with an enthusiasm...CRMContract workWork at office
$120.3k - $192.4k
...align marketing insights with commercial plans. Data Enablement & Tools Leverage CRM, marketing automation, and business intelligence platforms (e.g., Salesforce, Power BI/Tableau, Marketo). Improve data quality, definitions, and reporting consistency across...CRMTableauHourly payWork at officeRemote workWorldwideShift work- ...Operations, Revenue Operations, or Marketing Consulting. ~ Proven experience working directly... .... Technical Proficiency CRM & Automation: Strong familiarity with Salesforce... ...in Excel for data manipulation; Tableau/PowerBI experience a plus. Project Management...CRMTableauRemote workFlexible hours
$120.3k - $192.4k
...to align marketing insights with commercial plans. Data Enablement & Tools Leverage CRM, marketing automation, and business intelligence platforms (e.g., Salesforce, Power BI/Tableau, Marketo). Improve data quality, definitions, and reporting consistency across...CRMTableauWorldwide- ...architects to define data needs, performing detailed analysis in Tableau or similar tools ~ Experience with Marketing Automation... ...Campaign, Pardot, and Salesforce Marketing Cloud ~ Familiarity with CRM systems: Salesforce, MS Dynamics, Oracle Siebel ~ Excellent communicator...CRMTableauWork experience placement
- ...controller architecture and content management system. Our services also extend to the domain of Cloud Computing, where we provide Salesforce CRM to effectively manage one’s business and ease out all the operations by giving an easy platform. Apart from this, we also provide IT...CRMLocal area
$112.4k - $226.55k
...complex data into actionable business insights. ~ Experience working with CRM, sales planning, and compensation platforms such as Salesforce, Anaplan, Xactly, Varicent, CaptivateIQ, Tableau, or Power BI. ~ Exceptional stakeholder management, communication, and influencing...CRMTableauTemporary workLocal areaWorldwide$135k - $165k
...Insights & Reporting : Build dashboards that unify web traffic, CRM data (Salesforce and HubSpot), and data across marketing tech... ...~ Business Intelligence & Data Visualization: Experience with Tableau, Looker, PowerBI, or equivalent platform to create executive-level...CRMTableauFull timeLocal area- ...experience in Revenue Operations or a similar role in a B2B SaaS company • In-depth expertise with CRM platforms (e.g., Salesforce, Hubspot) • Proficiency in using PowerBI, Tableau (or similar) for data analysis and reporting • Advanced excel skills Plenty of perks:...CRMTableauWork at office
$54.63k - $85.85k
...San Jose, CA BRIEF POSITION SUMMARY: Key Account Sales Consultant Public Sector (KPS) is critical to driving MSC's Public Sector... ...requirements. Mandatory usage of our Customer Relationship Management (CRM) tool Salesforce.com (SFDC) and adherence to prescribed actions...CRMFull timeLocal areaWork visa$17 - $22 per hour
...enhance lives, and preserve the planet." What do our Pest Control Consultants do? The primary purpose of this role is to sell the company... ...pest household services Complete Home diagram using Sales CRM and provided to ensure clear understanding of customer home and...CRMHourly payFull timePart timeLocal areaImmediate start$120k - $180k
...patterns ~ Experience designing or governing integrations between CRM and adjacent business systems (ERP, marketing automation, CPQ,... ...SQL proficiency and experience with BI tools (Sigma, Tableau, Looker) or data warehouses (Snowflake, BigQuery) Understanding...CRMTableauFull timeFor contractorsFor subcontractorCasual workWork at officeRemote workDay shift$183.8k - $263.6k
...Azure, GCP). Familiarity with business intelligence tools (e.g., Tableau, Power BI, Business Objects). Knowledge of data governance... ...management frameworks. Experience working with sales data, CRM systems (e.g., Salesforce), and related sales operations processes...CRMTableauFull timeTemporary workLocal areaFlexible hours$130k - $165k
...compliance) Familiarity with Salesforce (CRM) integrations and the broader lead-to-... ...SuiteCloud Developer) or Workday (Integration Consultant) Experience with data warehousing and BI tools (e.g., Snowflake, Tableau, or Looker) Compensation at Applied Intuition...CRMTableauFull timeFor contractorsFor subcontractorCasual workWork at officeImmediate startRemote workDay shift- ...meet customer needs. Documentation & Process Improvement Maintain accurate records of partner interactions within support systems and CRM tools Contribute to internal documentation and Help Center articles to improve self-service resources Identify recurring support...CRMWork at office
$145k - $175k
...cohorts. Ideal candidates should have over 8 years of frontline fundraising experience, relational intelligence, and a preference for CRM tools like Blackbaud RNXT. The estimated annual compensation ranges from $145,000 to $175,000. #J-18808-Ljbffr The Jewish Federations...CRM$204k - $281.5k
...seamless data flow from registration to CRM for hyper-accurate lead attribution. Operational... ...(NPS). Regional Enablement: Act as a consultant to regional teams in EMEA, JAPAC, and... ...in data visualization tools (e.g., Tableau, PowerBI) to translate complex experiential...CRMTableauFull timeWork at officeLocal areaVisa sponsorshipWork visa$79k - $127.65k
...contract and sales operations reports and dashboards in Excel, Salesforce and Tableau. Develop standardized tools, methodologies and processes to improve operational efficiency. Manage data in CRM and other databases. Support contract management, including compliance...CRMTableauContract workTemporary workWork experience placementWork at officeLocal areaRemote workShift work
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