<p><strong>Overview</strong></p><p>This contract role keeps our client&#39;s CRM Analytics (CRMA) dashboards and Salesforce triage board running while they move reporting to Databricks. The company is leaning more on AI insights and a Databricks-based semantic layer, and their sales pipeline and dashboards need to align with that initiative.</p><p>You will audit existing CRMA dashboards and data sources, work with stakeholders to determine what should be migrated, and partner with Engineering to build and harden Databricks-based reporting solutions. This engagement is expected to last approximately <strong>4 months</strong> and will play a critical role in supporting sales and executive reporting while removing a key single point of failure.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Own the Salesforce triage board by acknowledging and prioritizing new requests within 1 business day, resolving routine requests within 2 business days, and coordinating timelines with RevOps for larger initiatives.</li><li>Process account and opportunity changes on a weekly basis and document procedures to support knowledge transfer to a future backfill hire.</li><li>Maintain and support live Salesforce CRM Analytics (CRMA) dashboards and datasets, including monitoring refreshes, troubleshooting issues, and validating data quality.</li><li>Partner with IT and Engineering on KTLO initiatives, platform health checks, and operational support activities.</li><li>Audit existing CRMA dashboards and data sources and collaborate with stakeholders to determine migration priorities.</li><li>Ensure sales pipeline reporting and dashboards align with the organization&#39;s Databricks-based semantic layer and AI-driven reporting initiatives.</li><li>Build Databricks-based equivalents of existing dashboards in priority order.</li><li>Work closely with Engineering teams to harden reporting solutions and enable self-service analytics capabilities.</li><li>Investigate and resolve reporting discrepancies, data quality issues, and dashboard performance concerns.</li><li>Create and maintain documentation to ensure reporting processes and administrative tasks can be effectively transferred to other team members.</li></ul>

<p><strong>Required Qualifications</strong></p><ul><li>Hands-on Salesforce Administration experience.</li><li>Experience supporting and maintaining Salesforce CRM Analytics (CRMA) dashboards and datasets.</li><li>Experience building BI dashboards and reporting solutions.</li><li>Working knowledge of SQL and Databricks.</li><li>Ability to read and understand CRMA Recipes and SAQL.</li><li>Strong stakeholder management and cross-functional collaboration skills.</li><li>Strong verbal and written communication skills.</li><li>Experience working with business users, RevOps, IT, Engineering, and leadership teams.</li></ul><p><strong>Preferred Traits</strong></p><ul><li>Highly organized with the ability to manage and prioritize a triage backlog.</li><li>Clear communicator who proactively keeps stakeholders informed on status, timelines, and risks.</li><li>Collaborative team player who works effectively across Engineering, IT, and business organizations.</li><li>Detail-oriented with a strong focus on data accuracy and validation.</li><li>Process-minded individual who documents work thoroughly and enables smooth knowledge transfer.</li></ul>

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