Salesforce Data & Tableau Consultant

JOB RESPONSIBILITIES

Work closely with teams to understand business needs, develop CRM solutions, and enhance sales reporting processes.
Manage and optimize Salesforce CRM to track client interactions and service activities.
Use Tableau Cloud for report organization and development, focusing on fundraising and client coverage analysis.
Create and analyze reports to monitor key metrics and business outcomes.
Ensure data accuracy, integrity, and security while adhering to compliance standards.
Lead multiple Salesforce CRM projects, prioritizing tasks to meet deadlines.
Require strong communication skills, problem-solving abilities, and CRM expertise.
Collaborate effectively with sales professionals and team members across regions.
QUALIFICATIONS

Bachelor's degree in Business Administration, Marketing, Information Systems, or related field.
3-6 years of experience in CRM or similar roles, emphasizing client relationship management.
Knowledge of Salesforce CRM, data analysis, Tableau reporting, and SQL.
Strong work ethic, teamwork skills, and positive attitude.
Excellent written and verbal communication abilities.
Detail-oriented with a focus on precision.
Resourceful problem-solver who excels in fast-paced environments.
Ability to handle sensitive information with discretion and integrity.
Proficient in Microsoft Word, Excel, and PowerPoint.