Especialista Product Manager II
Stone & Company
Salesforce CRM Analytics Consultant, CRMA
Madison Ave Consulting
contract
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Design and build reusable Salesforce CRMA dashboards covering KPIs such as burn rate, utilization, resourcing, and project health
- Configure automated weekly reporting via Salesforce CRM Analytics (CRMA)
- Implement Slack/email workflows for pre-send review and approval within CRMA
- Ensure dashboards can be cloned and parameterized by client/project ID
- Deliver training and documentation for ongoing Salesforce CRMA usage
- Partner with leadership, consultants, and client stakeholders to refine requirements and deliverables
- Replace legacy reporting systems (e.g., eliminate Cloud4J) and provide executive-ready, automated client reporting
Requirements
- Proven expertise in Salesforce CRM Analytics (CRMA) dashboard design, automation, and parameterization
- Strong understanding of Salesforce data models and integration with CRMA
- Experience distributing dashboards via Salesforce CRMA to external stakeholders
- Familiarity with Slack/email integrations tied to Salesforce CRMA workflows
- Ability to produce executive-ready visualizations in Salesforce CRMA
- Strong communication skills to work with leadership and client executives
- Salesforce CRM Analytics (CRMA) certification(s) preferred
- Experience with professional services KPIs and reporting in Salesforce CRMA
- Consulting background delivering Salesforce CRMA dashboards to clients
