Senior CRM Analytics Consultant (REMOTE)

POSITION OVERVIEW

As a Senior CRM Analytics Consultant, you will play a crucial role in leveraging data insights to drive business decisions and optimize customer relationship management (CRM) strategies. This role requires a deep understanding of CRM analytics principles, coupled with hands-on experience in analyzing data from various sources both within and outside the Salesforce platform. You will collaborate closely with clients to understand their business objectives, design analytical solutions, and deliver actionable insights that drive measurable results. You will transform complex data sets into intuitive visualizations and actionable recommendations.

RESPONSIBILITIES

• Collaborate with stakeholders to understand KPI’s, reporting requirements and impactful solutions that meet business needs,
• Lead the design and implementation of CRM analytics solutions, leveraging your expertise to extract actionable insights from complex data sets,
• Utilize a diverse set of data sources, both on and off the Salesforce platform, to provide comprehensive insights into customer behavior, trends, and opportunities,
• Develop and implement data-driven strategies to optimize customer segmentation, targeting, and personalization efforts,
• Advise clients on additional opportunities for discovering new insights, at times, through additional CRM configurations/builds,
• Design and build intuitive dashboards, reports, and visualizations to communicate insights effectively to stakeholders at all levels of the organization,
• Stay abreast of industry trends and best practices in CRM analytics, continually enhancing your knowledge and skills to drive innovation and deliver value to clients,
• Act as a subject matter expert in CRM analytics, providing guidance and support to internal teams and clients on data-driven decision-making processes,
• Collaborate with cross-functional teams, including sales, marketing, and IT, to align CRM analytics initiatives with broader business objectives,
• Drive a culture of continuous improvement and data-driven decision-making within the organization, advocating for the adoption of best practices and innovative solutions.

REQUIREMENTS

• 5+ years of experience in CRM analytics, with a proven track record of designing and implementing analytical solutions that drive business impact,
• CRM Analytics certification,
• Design, Development, Customization, and implementation experience in Salesforce CRM-A suite (e.g., Einstein Applications, Lenses, Dashboards and Dataflows),
• Extensive experience with multiple data sources, both within and outside the Salesforce platform, including proficiency in SQL, data modeling, and data visualization tools (e.g., Tableau, Power BI),
• Strong design thinking skills, with the ability to transform complex data sets into intuitive visualizations and actionable insights,
• Excellent communication and interpersonal skills, with the ability to effectively collaborate with clients and internal stakeholders to understand business requirements and deliver solutions,
• Proven ability to work independently and manage multiple projects simultaneously, delivering high-quality results within tight deadlines.

PREFERENCES

• Any additional certifications in Salesforce or analytics,
• Ability and/or experience building financial statements/reporting,
• Understanding of external data source integration (e.g., ETLs, Google Cloud, AWS, Azure),
• Experience with Certinia PSA and ERP,
• A proactive and results-oriented approach, with a passion for driving continuous improvement and delivering value to clients,
• Highly analytical mindset, with a passion for data-driven decision-making and a strong attention to detail.

COMPANY OVERVIEW

We are Coalescence Cloud, a rapidly expanding technology consulting company with a focus on Certinia. We leverage our considerable technical experience as Salesforce Consulting, Managed Services, and AppExchange Partners to create tailored solutions that meet each client's unique needs. In addition to offering a wide range of services, including Salesforce implementation, customization, and integration, we provide ongoing support and maintenance to ensure the smooth operation of Salesforce solutions. We are proud of our team of experts who work tirelessly to help our clients succeed, and we look forward to continuing to grow and deliver outstanding results.

BENEFITS

• 100% Vision and Dental Coverage
• $1,500 is monthly medical insurance cost reimbursement
• PTO and Holiday: 15 PTO days and 11 Paid Holidays
• End of Year performance and certification bonuses
• 401k Management

Compensation Statement

Compensation at Coalescence Cloud Consulting varies depending on various factors, such as role, skill set, and level of experience. As required by local law, we have provided above a reasonable range of compensation for the role described. Please note that salary ranges are subject to change and are not intended to be the only factor considered when making hiring decisions. We also offer a comprehensive benefits package which includes health insurance, retirement plans, paid time off, and other perks.

What We Believe

At Coalescence Cloud Consulting, we are committed to building a diverse and inclusive workforce where everyone feels valued, respected, and empowered. We believe that diversity is essential to our success and helps us better serve our clients and communities.

Equal Employment Opportunities

Coalescence Cloud Consulting is an Equal Opportunity Employer. We believe that every individual should be treated with respect and dignity regardless of their age, disability, ethnicity, gender, gender identity and expression, religion, or sexual orientation.

We do not discriminate against employees or applicants on the basis of their age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status, or any other protected status as provided by federal, state, or local law.

Coalescence Cloud Consulting is committed to providing equal employment opportunities to our service men and women, including veterans.

Requesting Accommodations

Coalescence Cloud Consulting is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodations. If you require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.

Other Employment Statements

Coalescence Cloud Consulting prohibits discrimination or retaliation against employees who have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.