CRM Solutions Specialist – Salesforce & Power BI
Indexed description
We are looking for a CRM Solutions Specialist with strong technical expertise in Salesforce, Power
BI, SQL, and backend reporting. This role will be responsible for translating business reporting
requirements into reliable, scalable, and high-quality BI solutions while supporting CRM data and
reporting optimization.
Key Responsibilities
• Develop, maintain, and optimize Power BI reports, dashboards, data models, and BI
integrations.
• Support the setup and maintenance of BI tools, infrastructure, and integrations with
company data sources.
• Collaborate with BI Developers/Analysts and Report Analysts to improve data schemas, data
flows, and reporting performance.
• Gather, document, and maintain business and technical reporting requirements.
• Analyze existing reports and implement standardized, efficient reporting solutions across the
organization.
• Perform backend data analysis, query optimization, and troubleshooting to ensure accurate,
reliable, and high-quality reporting.
• Maintain technical documentation, data flows, and reporting specifications.
Technical Qualifications
• 4–5 years of experience working with Business Intelligence tools, particularly the Microsoft BI
stack (Power BI, SSIS, SSMS).
• Strong hands-on knowledge of Salesforce CRM and reporting.
• Strong experience with Power BI reporting, data modeling, and visualization.
• Solid experience with MS SQL Server, relational databases, and flat-file data storage.
• Advanced T-SQL skills, including CTEs, MERGE, query optimization, and complex data
transformations.
• Strong understanding of database operations, data architecture, and performance
optimization.
• At least 4 years of experience in C# programming or .NET development.
• Experience with Power Automate Desktop is a plus.
• Strong analytical, problem-solving, and documentation skills.
• Willing to work onsite in Cebu City
• Amenable to working on a night shift
Create a free Caio profile to unlock more results and save your role and location preferences.
Unlock free search