Salesforce Engineer

This is a fully remote position, open to applicants in India.

📋 Description

• Design, develop, and maintain CRM Analytics dashboards, lenses, datasets, recipes, and dataflows.

• Build and enhance Salesforce native reports, custom report types, dynamic dashboards, filters, cross-filters, bucket fields, and summary formulas.

• Create interactive analytics using SOQL, SAQL, bindings, filters, and faceting.

• Configure and validate Einstein Discovery / Prediction Builder models while monitoring predictive scoring and refresh activities.

• Implement formula fields, roll-up summaries, and necessary Salesforce schema changes to ensure accurate reporting at the source.

• Collect analytics requirements from Sales, Revenue Operations, Finance, Operations, and senior business stakeholders.

• Define and document metric definitions, calculation logic, data lineage, refresh schedules, and reporting standards.

• Identify and address Salesforce data quality issues, such as duplicates, inconsistent classifications, ownership gaps, territory issues, and erroneous stage values.

• Reconcile Salesforce metrics with Finance and operational systems of record, investigating variances to determine root causes.

• Implement row-level and field-level security in accordance with Salesforce sharing and visibility requirements.

• Apply data classification, access control, customer segment, and jurisdictional handling requirements to analytics assets.

• Manage analytics changes through source control, sandbox testing, documented validation, and controlled production releases.

• Maintain an inventory of analytics assets, retiring redundant, unused, or outdated reports and dashboards.

• Provide Tier 2/3 support for dashboard issues, dataflow failures, reporting defects, and performance challenges.

• Train business users on self-service reporting and develop guidance for recurring analytics needs.

• Evaluate Salesforce seasonal releases for analytics-impacting changes and perform regression testing on critical reporting assets.

• Collaborate with enterprise data and BI teams when integrating Salesforce data into downstream platforms and reporting environments.

⛳️ Requirements

• Over 5 years of experience in Salesforce analytics, reporting, business intelligence, or related data roles.

• 3–5 years of direct experience in Salesforce reporting and analytics development, including a minimum of 2 years with CRM Analytics / Tableau CRM.

• Strong expertise in building CRM Analytics dataflows, recipes, datasets, dashboards, lenses, bindings, and refresh schedules.

• Proficient in Salesforce native reporting, including custom report types, cross-filters, bucket fields, summary formulas, and dashboard filters.

• Solid understanding of the Salesforce data model and sharing/visibility model, encompassing org-wide defaults, role hierarchy, sharing rules, and field-level security.

• Strong proficiency in SOQL and SQL, with a working knowledge of SAQL or similar analytics query languages.

• Good grasp of dimensional data modeling concepts, including facts, dimensions, and data grain.

• Proven capability to gather requirements directly from business stakeholders and translate business inquiries into precise analytics solutions.

• Strong ability to articulate metric definitions, reporting logic, and data variances to both technical and non-technical audiences.

• Experience working in controlled Salesforce environments utilizing sandboxes, documented testing, source control, and scheduled releases.

• Strong analytical, problem-solving, data quality, and troubleshooting skills.

• Familiarity with Salesforce CPQ, Revenue Cloud, quote-to-cash, or enterprise data integrations is advantageous.

• Knowledge of Fivetran, Boomi, Salesforce APIs, Power BI, Salesforce DX, Gearset, or Copado is desirable.

• Experience with Apex, Lightning Web Components, Flow, Tableau, or Salesforce Data 360 is a plus.

• A Bachelor's degree in Information Systems, Computer Science, Analytics, Business, or a related field, or equivalent practical experience.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Flexible work hours and remote work options.

• Opportunities for professional development and training.

• Generous vacation and paid time off policies.

• Collaborative and inclusive work environment.