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.
- ...Strong proficiency in SQL and Excel Experience with BI tools like Tableau, Power BI, or Looker Good understanding of sales funnels, pipeline metrics, and revenue analysis Familiarity with CRM tools such as Salesforce Strong analytical thinking and problem-solving...CRMTableau
- ...and optimization techniques ~ Domain knowledge in Finance and CRM and products like Salesforce CRM and NetSuite ERP is a plus ~... ...Optimization and Migration ~ Experience designing and building Data Mart Datamart developer Design and development Tableau-desired...CRMTableauContract work
- ...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
- ...with significant business-facing responsibility ~ Exposure to CRM, ERP, and commercial systems (e.g., Salesforce, SAP, Oracle, or... ...dashboards, reporting tools, and analytics platforms (e.g., Power BI, Tableau, Excel, SQL, or equivalent) ~ High level of business acumen...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- ...Python or R . ~ Experience with data visualization tools (e.g., Tableau, Looker, Power BI). ~ Solid understanding of marketing... ...e.g., Google Analytics, Adobe Analytics). Familiarity with CRM and marketing automation platforms (e.g., Salesforce, HubSpot, Marketo...CRMTableau
- ...and admin role leading enterprise-scale CRM, PRM projects. Deep understanding of Salesforce... ...dashboards on Einstein Analytics/Tableau CRM preferred and reports to deliver business... ...(preferred) Salesforce Experience Cloud Consultant Certification (required) Salesforce Sales...CRMTableau
- ...for Salesforce platforms, including Veeva CRM, Veeva Vault, and Veeva Align. Develop... ...Salesforce Sales Cloud, Service Cloud, and Tableau. Architect and implement bi-directional integrations... ...and Salesforce in job offered, Software Consultant/Engineer, Senior Consultant, Salesforce...CRMTableauRemote workRelocation
$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- ...candidates that have Analytics (Oracle BI/Tableau/Power BI/Exasol) experience. Data Science... ..., presentations, leadership and consulting 60% functional/techno role expertise in BI... ...SQL, Google-BigQuery ~ Understanding of CRM processes, systems and data in a B2B environment...CRMTableauLocal area
- Salesforce Developer Role Overview: The candidate should have 10+ years of Salesforce experience with strong hands-on expertise in Sales Cloud, Service Cloud, Apex, Flows, Lightning Web Components (LWC), and Integrations. Must have design experience and the ability ...CRM
- ...admin role, for leading enterprise-scale CRM, PRM projects. ~ Around 2 Years of experience... ...required) Salesforce Marketing Cloud Consultant (required) Skills Requirements:... ...dashboards on Einstein Analytics/ Tableau CRM preferred and reports to deliver business...CRMTableauWork at office
- ...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
$120k
...implementation and optimization of modern marketing systems, including CRM/guest management platforms (e.g., HubSpot, Salesforce Marketing... ...reporting with real-time insights, dashboards (e.g., Tableau, Power BI with AI), A/B testing, and data-driven optimizations to...CRMTableauRelocation package$70k - $135k
...and admin role leading enterprise-scale CRM, PRM projects. Deep understanding of Salesforce... ...dashboards on Einstein Analytics / Tableau CRM preferred and reports to deliver business... .... Salary Range $70,000 - $135,000 a year #J-18808-Ljbffr Tata Consultancy Services LimitedCRMTableau- ...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
- ...architects to define data needs, performing detailed analysis in Tableau or similar tools ~ Experience with Marketing Automation... ..., Pardot, and Salesforce Marketing Cloud ~ Familiarity with CRM systems: Salesforce, MS Dynamics, Oracle Siebel ~ Excellent...CRMTableauWork experience placement
$120k
...implementation and optimization of cloud-based financial systems (e.g., ERP, CRM integrations like NetSuite, SAP S/4HANA Cloud, or similar... ..., and board materials with data visualization tools like Tableau or Power BI enhanced by AI insights. Qualifications ~ Bachelor...CRMTableau$172.1k - $258.6k
...techniques ~ Experience working with enterprise data systems (ERP, CRM, matter management, or similar) ~ Strong analytical and... ...Experience building in and presenting with BI and visualization tools (Tableau, Power BI, or similar) ~ Deriving and defining KPIs and other...CRMTableauContract workRelocation- ...experience working on projects involving Field based Sales Teams (CRM) + Sales Reporting business acumen (Analytics) -- with excellent... ..., Data Integration (Informatica), Analytics/Dashboard/Tableau Reporting. Directly manage larger efforts while performing project...CRMTableauContract work
- ...About the Role: We are looking for a stellar Solutions Consultant / Sales Engineer to come join the tribe and work with our West/... ...being able to study existing deployments across applications like CRM (Salesforce, Microsoft), HR (Workday, Oracle, SAP) and more and...CRMRemote workWorldwide
- ...SFDC Designer with CRM Consultant As a Consultant, you should have in-depth knowledge in any one technological or industry practice/functional area and overview of 2-3 other areas. You should handle solution definition/fitment for a small sized project with a medium...CRM
$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
...Pest Control Consultant Benefits Start Day 1 for Full-Time Colleagues - No Waiting Period! For more information about our benefits... ...to 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- ...Pay Rate Range: $ 64.28 - 66.17/hr on W2 Job title: Consultant Work Location: Santa Clara Minimum years of experience: 3+ Years Would you require the candidates to meet you for in person interview? No Is Skype/WebEx interview,OK? Yes Is this onsite...CRMContract workWork experience placementRemote workRelocation
$96.4k - $120.5k
...knowledge of systems supporting quote‑to‑invoice processes (e.g., CRM/ERP platforms such as Oracle NetSuite, Salesforce Billing &... ...interpreting data using tools such as Excel, Power BI, SQL, or Tableau. ~ A metrics‑driven mindset, including KPI definition, gap analysis...CRMTableauFull timeShift work- ...unstructured data into valuable business assets. Designation : Consultant Experience : 8 to 14 years Location : San Jose,... ...efforts across supply chain, PLM, logistics, product, and CRM platforms. Ensure data consistency, quality, and synchronization...CRMLocal area
- ...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
$1,000 - $4,999 per month
...· Strong written and verbal communication skills, with the ability to craft compelling donor-focused messaging · Proficiency with CRM systems (Salesforce preferred) to make data driven informed decisions · Highly organized, detail-oriented, and able to manage multiple...CRMFull time$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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tableau CRM Consultant. Be the first to apply!
- care consultant San Jose, CA
- work from home nurse consultant San Jose, CA
- loss control consultant San Jose, CA
- network relations consultant San Jose, CA
- public sector consultant San Jose, CA
- workflow consultant San Jose, CA
- pega consultant San Jose, CA
- completion consultant San Jose, CA
- lighting consultant San Jose, CA
- rehab consultant San Jose, CA



