Senior Salesforce Reports & Dashboards Developer

Senior Salesforce Reports & Dashboards Developer (with Tableau Reporting)1 Key Responsibilities Business/Functional   * Partner with business stakeholders (Sales, Service, Marketing, Finance, Operations) to gather reporting requirements and translate KPIs/metrics into report and dashboard specifications. * Recommend the right tool and approach for a given need — native Salesforce reports/dashboards vs. Tableau vs. CRM Analytics (Tableau CRM/Einstein Analytics) — based on data volume, audience, refresh needs, and visualization complexity. * Define and document data definitions, calculated metrics, and business logic so metrics are consistent and trusted across the organization. * Lead requirement walkthroughs and mockup reviews with business users; iterate on wireframes/mockups before build. * Provide analytics support during executive/board reporting cycles (QBRs, monthly/quarterly business reviews). * Train business users and admins on self-service reporting best practices within Salesforce and Tableau. Salesforce Reports & Dashboards   * Design and build custom, complex reports and dashboards in Salesforce: joined reports, matrix/summary reports, cross-filters, bucket fields, custom report types, and dashboard filters/dynamic dashboards. * Optimize report and dashboard performance for large data volumes, including use of custom report types, indexed fields, and folder/sharing structures. * Configure dashboard subscriptions, scheduled report exports/refreshes, and mobile-friendly dashboard layouts. * Manage report/dashboard folder architecture, sharing, and security (role hierarchy, sharing rules) to ensure the right data is visible to the right audience. * Build and maintain custom formula fields, roll-up summaries, and (where needed) Apex/Flow-based aggregations to support reporting requirements not achievable natively. * Leverage Salesforce reporting APIs (Analytics REST API) for embedding reports/dashboards in external portals or apps where required. Tableau Reporting   * Design, build, and maintain Tableau dashboards and visualizations sourced from Salesforce (via Salesforce connector, Tableau Sync/CDC, or ETL) and other enterprise systems (ERP, data warehouse, flat files). * Build and optimize Tableau data sources/extracts, including data blending, joins, calculated fields, LODs (Level of Detail expressions), parameters, and table calculations. * Design intuitive, performant dashboards following Tableau visualization best practices (appropriate chart types, filters/actions, drill-downs, tooltips, mobile layout). * Manage Tableau Server/Cloud publishing, permissions, data source refresh schedules, and workbook version control. * Optimize dashboard/query performance (extract vs. live connections, indexing, query optimization) for large datasets. * Troubleshoot data discrepancies between Salesforce, Tableau, and other source systems, ensuring a single source of truth for key metrics. Required Qualifications   * 5–8 years of overall Salesforce experience, with a strong focus on reporting and analytics (reports, dashboards, custom report types). * 3+ years of hands-on Tableau development experience, including Tableau Desktop and Tableau Server/Tableau Cloud (publishing, permissions, scheduling). * Deep expertise with Salesforce native reporting tools: joined reports, matrix reports, custom report types, bucket fields, dynamic dashboards, dashboard filters. * Solid understanding of the Salesforce data model, object relationships, and security model (roles, profiles, sharing rules) as they relate to reporting visibility. * Strong Tableau skills: calculated fields, LOD expressions, parameters, table calculations, data blending/joins, dashboard actions, and performance optimization. * Experience connecting Tableau to Salesforce (native connector, Salesforce Sync/CDC, or via a data warehouse/ETL pipeline). * Strong SQL skills for data validation, troubleshooting, and building/optimizing underlying data sources. * Excellent stakeholder communication skills — able to translate business questions into the right metric, chart, and tool, and to explain data/methodology clearly to non-technical audiences. * Experience gathering requirements directly from business stakeholders and iterating on dashboard design based on feedback. Preferred Qualifications   * Experience with CRM Analytics (Tableau CRM/Einstein Analytics) in addition to native Salesforce reporting. * Salesforce certifications: Salesforce Certified Administrator, Salesforce Certified Platform App Builder, or Salesforce Certified Data Cloud/CRM Analytics credentials. * Tableau certification (Tableau Desktop Specialist, Certified Data Analyst, or Certified Professional). * Experience with ETL/data integration tools (Informatica, MuleSoft, Talend, dbt) and/or a data warehouse (Snowflake, Redshift, BigQuery). * Familiarity with Python or R for advanced analytics/statistical reporting is a plus. * Prior experience in a consulting or shared-services BI/analytics team supporting multiple business units.