Our client, a worldwide telecommunications leader is seeking an experienced Salesforce Dashboard and Reporting Subject Matter Expert and Business Analyst to define and create complete CRM reports for a Phase 2 implementation of Salesforce Sales Cloud and Salesforce Service Cloud. Business Analyst responsibilities will include gathering requirements, assess how requirements can be delivered declaratively, extract reporting impacts, The Salesforce Reporting SME /Business Analyst will work in partnership with the stakeholder team to fully understand the business requirements for the purposes of developing and creating complex reports and dashboards within the Salesforce Sales and Service Cloud platform. The Salesforce Reporting SME/BA will also work with the client Change and Adoption team to drive utilization of the tool, including within client Sales Operations.
Responsibilities:
- Work with client Change and Adoption team to fully understand Salesforce Sales and Service Cloud business requirements
- Work in partnership with development resources on business needs
- Define and create complex CRM reports and dashboards within the Salesforce Sales/Service cloud platform
- Work in partnership with Change + Adoption team to drive utilization of the tool, including within Sales Operations.
- Capture all detail and content from discovery and stakeholder meeting in order define scope, create process flow diagrams and solution approaches
- Train client team on how to maintain and change/update reports, dashboards and campaigns
Required Experience/Skills:
- 2-3 Years of Salesforce CRM Dashboard and Reporting experience including experience with Salesforce Sales Cloud and Service Cloud Dashboard and Reporting tools (Lightning required Classic desired)
- 1-3 years of experience creating complex Salesforce CRM reports and dashboards using multi-layered customer report types, joined reports, complex calculations (row level and summary formulas, cross block formulas) etc. to creatively solve business reporting needs
- 2-3 years of Business Analyst experience with Salesforce CRM
- Salesforce Reporting/Dashboard experience within a large enterprise where Salesforce CRM implementation is more sophisticated and complex
- Strong documentation skills, capturing discovery from stakeholder meetings, defining scope, developing process flow diagrams, and solution approaches.
- Comfortable working with highly customized Salesforce environments, with complex data models and integrations with other systems
- Strong consulting, problem solving and critical thinking skills
- Proficient in Microsoft Office (Outlook, Excel, and PowerPoint)
Desired Experience/Skills?
- 1-2 years of Salesforce/Vlocity CPQ dashboard and reporting experience
- 1-2 years of analytics experience with Tableau and/or EA (Einstein Analytics) Plus
- Experience in the transformation of Sales Processes using Salesforce
- Previous experience with AT&T sales processes is desired