Salesforce & Tableau Reporting and Analytics Expert

The Salesforce (SFDC) & Tableau Reporting and Analytics Expert is responsible for designing, building, governing, and optimizing reporting, analytics, and dashboard capabilities across the commercial organization. This role serves as the primary subject matter expert for Salesforce reporting, Tableau analytics, KPI management, and commercial performance insights.

The position is accountable for transforming CRM and commercial data into actionable business intelligence that drives sales effectiveness, customer engagement, funnel health, forecasting accuracy, customer retention, and strategic decision-making.

The ideal candidate combines deep Salesforce and Tableau expertise with strong business acumen and experience in diagnostics, healthcare, medical devices, life sciences, or other complex B2B sales environments.

Key Responsibilities

Reporting Strategy & Governance

• Establish governance for KPI definitions, reporting standards, dashboard design, and data visualization.
• Ensure consistency and alignment of commercial metrics across global, regional, and country organizations.
• Develop reporting frameworks supporting executive decision-making and operational management.
• Partner with business stakeholders to prioritize reporting and analytics enhancements.
• Act as the owner of reporting requirements associated with CRM and commercial excellence initiatives.

Tableau Dashboard Development

• Design, build, deploy, and maintain interactive Tableau dashboards and visualizations.
• Develop executive dashboards supporting:
• Sales performance
• Funnel health
• Opportunity progression
• Forecasting
• Customer retention
• Customer satisfaction
• Win/Loss analysis
• Territory performance
• Commercial productivity
• Optimize dashboard usability, performance, and user experience.
• Create scalable and reusable dashboard templates.
• Leverage advanced Tableau functionality, including:
• Calculated fields
• Parameters
• Actions
• Level of Detail (LOD) expressions
• Advanced visualizations
• Trend and predictive analytics
  

Salesforce Analytics & Reporting

• Serve as the Salesforce reporting expert for Sales Cloud and related commercial applications.
• Design and maintain Salesforce reports and dashboards.
• Support reporting needs for:
• Accounts
• Contacts
• Leads
• Opportunities
• Activities
• Forecasts
• Customer Engagements
• Sales Programs
• Territory Management
• Define CRM adoption and effectiveness reporting.
• Build dashboards measuring data quality, compliance, and process adherence.
• Partner with Product Owners and CRM Specialists to incorporate reporting requirements into new Salesforce capabilities.

Commercial Performance Analytics

Develop and maintain reporting for critical commercial KPIs, including:

Funnel & Pipeline Metrics

• Funnel Creation
• Funnel Value
• Pipeline Coverage
• Opportunity Progression
• Prospect Conversion Rate
• Opportunity Aging
• Funnel Quality
• Win Rate

Forecasting Metrics

• Forecast Accuracy
• Forecast Attainment
• Forecast Bias
• Revenue Predictability

Customer Metrics

• Customer Retention Rate
• Customer Engagement Score
• Customer Satisfaction Measures
• Installed Base Analytics
• Customer Lifetime Value

Sales Productivity Metrics

• Sales Activity Levels
• Opportunity Creation
• Account Coverage
• Territory Performance
• Sales Program Effectiveness

Data Quality & Data Governance

• Define and monitor CRM data quality standards.
• Develop dashboards and controls measuring:
• Completeness
• Accuracy
• Timeliness
• Compliance
• Identify data quality issues and recommend corrective actions.
• Support master data governance activities.
• Collaborate with business and IT teams to improve data integrity.

Stakeholder Management

• Partner with:
• CRM Excellence Head
• Salesforce Product Owner
• CRM Country Specialists
• Sales Governance Specialists
• Commercial Excellence Leaders
• Sales Leaders
• Finance Business Partners
• Marketing Excellence
• Customer Service Leadership
• Data & Analytics Teams
• IT CRM Organizations
• Facilitate reporting requirements workshops.
• Translate business needs into analytics solutions.
• Present reporting insights and recommendations to leadership teams.
• Serve as the trusted advisor for commercial reporting and analytics.

Self-Service Analytics & Adoption

• Develop self-service reporting capabilities for business users.
• Create reporting standards, documentation, and governance processes.
• Deliver Tableau and Salesforce reporting training programs.
• Increase user adoption of dashboards and reporting tools.
• Support a data-driven culture across the commercial organization.

Qualifications

Education

Required:

• Bachelor's Degree in:
• Business Administration
• Information Systems
• Data Analytics
• Computer Science
• Statistics
• Mathematics
• Life Sciences
• Related discipline
  

Preferred:

• Master's Degree (MBA, Analytics, Data Science, Information Systems)

Experience

Required

• 5+ years of experience in business intelligence, reporting, analytics, or commercial excellence.
• 3+ years of advanced Tableau development experience.
• 3+ years of Salesforce reporting experience.
• Experience designing executive dashboards and KPI frameworks.
• Experience supporting sales organizations and commercial processes.
• Experience translating business requirements into reporting solutions.
• Strong stakeholder management experience.

Preferred

• Diagnostics industry experience.
• Medical device experience.
• Healthcare or life sciences experience.
• Commercial excellence experience.
• CRM transformation experience.
• Global reporting and analytics experience.
• Salesforce implementation and deployment experience.

Technical Skills

Salesforce

• Sales Cloud
• Salesforce Reports & Dashboards
• CRM Analytics (preferred)
• Forecasting Analytics
• Opportunity Analytics
• Activity Analytics
• Territory Management Analytics
• Data Quality Monitoring

Tableau

• Tableau Desktop
• Tableau Cloud
• Tableau Server
• Dashboard Design
• Advanced Calculations
• LOD Expressions
• Data Blending
• Dashboard Optimization
• Performance Tuning
• Visual Analytics

Data & Analytics

• SQL
• Data Modeling
• Data Warehousing Concepts
• KPI Design
• Statistical Analysis
• Trend Analysis
• Forecasting Analytics
• Business Intelligence Methodologies

Business Applications

• Excel (Advanced)
• Power BI (Preferred)
• Snowflake (Preferred)
• Databricks (Preferred)
• Azure Data Platform (Preferred)
• JIRA
• Azure DevOps
• PowerPoint

Competencies

Commercial Acumen

• Strong understanding of commercial excellence principles.
• Knowledge of sales funnels and customer engagement processes.
• Understanding of forecasting and revenue management.
• Ability to connect reporting insights to business outcomes.

Analytical Excellence

• KPI design and performance management expertise.
• Data visualization expertise.
• Advanced analytical thinking.
• Strong problem-solving capabilities.
• Root cause analysis.

Communication & Influence

• Executive communication skills.
• Storytelling with data.
• Presentation development and delivery.
• Strong facilitation and stakeholder engagement skills.

Business Partnership

• Cross-functional collaboration.
• Customer-focused mindset.
• Ability to influence without authority.
• Strong relationship-building skills.

Preferred Certifications

Tableau

• Tableau Certified Data Analyst
• Tableau Certified Professional

Salesforce

• Salesforce Certified Administrator
• Salesforce Business Analyst Certification
• Salesforce Sales Cloud Consultant

Analytics

• Microsoft Power BI Certification (preferred)
• Certified Business Intelligence Professional (CBIP) (preferred)

Ideal Candidate

A highly analytical and commercially minded Salesforce and Tableau expert who combines deep technical reporting expertise with a strong understanding of sales, customer engagement, forecasting, and commercial performance management. The ideal candidate can translate complex CRM and business data into intuitive, executive-ready dashboards that drive adoption, improve decision-making, and enable commercial excellence across a global diagnostics organization.