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Senior Salesforce Analytics Engineer

Full-time

Copeland

Role Description

We’re looking for a Senior Salesforce Analytics Engineer to take ownership of our CRMA practice. You’ll build the dashboards, pipelines, and data foundations our Sales, Service, and Operations teams rely on to make fast, confident decisions. Near-term it’s all CRMA. Soon, you’ll help us grow into Tableau Next and AI-driven analytics as those use cases become the right fit.

  • Build and maintain CRMA dashboards, lenses, and datasets across the business, from exec KPI views to day-to-day operational reporting.
  • Write SAQL queries, build dataflows and recipes, and keep datasets performing reliably, and recipes documented.
  • Set up row-level security, sharing rules, and access controls across reporting environments.
  • Keep dashboards fast and data fresh, tuning performance and refresh schedules as the org grows.
  • Help us extend into Salesforce Data Cloud where it makes sense, connecting external data and working toward unified customer profiles.
  • Work closely with architects and business analysts to scope requirements and build the right solutions.
  • Own problems when things break, tracing issues through data quality, pipeline logic, and dashboard behavior.
  • Mentor junior team members, set standards for how we build in CRMA, and keep documentation in good shape.

Qualifications

  • 7+ years on the Salesforce platform, at least 4 in CRM Analytics.
  • Hands-on depth in SAQL, dataflows, recipes, datasets, bindings, and dashboard JSON.
  • Good working knowledge of the Salesforce data model, security setup, and how Sales Cloud and Service Cloud data feeds into reporting.
  • You’ve built complex dashboards that leadership actually opens every week, every month.
  • Solid SOQL, SQL, and data modeling fundamentals.
  • Comfortable working in Git and shipping iteratively.
  • Real experience with Salesforce Data Cloud implementations.
  • Authorization to work in the U.S. required: Temporary visas such as H1, L, B, J, TN or those who need sponsorship now or in the future will not be considered.

Requirements

  • Real experience with Salesforce Data Cloud implementations.
  • Experience with Tableau Next, particularly for analytics that go beyond what CRMA handles natively.
  • MuleSoft, Snowflake, or other integration and data warehouse tools.
  • Python for moving or shaping data.

Certifications Preferred

  • Salesforce Certified Administrator.
  • Salesforce Platform Developer I.
  • Salesforce CRM Analytics and Einstein Discovery Consultant.
  • Salesforce Data Cloud Consultant (highly preferred).

Travel

  • 5%

Benefits

  • Flexible and competitive benefits plans offer the right options to meet your individual/family needs: medical insurance plans, dental and vision coverage, 401(k) and more.
  • Flexible time off plans, including paid parental leave, vacation and holiday leave.

Our Commitment to Our People

Across the globe, we are united by a singular Purpose: Sustainability is no small ambition. That’s why everything we do is geared toward a sustainable future—for our generation and all those to come. Through groundbreaking innovations, HVACR technology and cold chain solutions, we are reducing carbon emissions and improving energy efficiency in spaces of all sizes, from residential to commercial to industrial.

Our employees are our greatest strength. We believe that our culture of passion, openness, and collaboration empowers us to work toward the same goal - to make the world a better place. We invest in the end-to-end development of our people, beginning at onboarding and through senior leadership, so they can thrive personally and professionally.

Our Commitment to Inclusion & Belonging

At Copeland, we cultivate a strong sense of inclusion and belonging where individuals of all backgrounds, and with diverse perspectives, are embraced and treated fairly to enable a stronger workforce. Our employee resource groups play an important role in culture and community building at Copeland.

Work Authorization

Copeland will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1 with OPT or CPT, H-1, H-2, L-1, B, J or TN, or who need sponsorship for work authorization now or in the future, are not eligible for hire.

Equal Opportunity Employer

Copeland is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information, disability or protected veteran status. We are committed to providing a workplace free of any discrimination or harassment.

Vacancy posted 6 days ago
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