Tableau Data Analyst - Salesforce Trailhead Exp.

Location

Miami, FL (onsite)

Compensation

USD 60,000 - 120,000 per year

Responsibilities

• Design, update, and optimize interactive dashboards and reports in Tableau to monitor key business metrics, trends, and operational results.
• Leverage Salesforce data to produce reports, dashboards, and analytics that illuminate sales activity, customer behavior, pipeline performance, and business outcomes for leadership and teams.
• Apply Salesforce Trailhead knowledge or certifications to support reporting, CRM data structures, user adoption, and best practices within the Salesforce platform.
• Partner with cross-functional teams to capture reporting needs and translate them into accurate dashboards, reports, and technical solutions.
• Analyze data from multiple sources, including Salesforce, Microsoft SQL Server, Oracle, Looker, Power BI, and other business systems.
• Perform data analysis using SQL, Python, R, Excel, and related tools to identify trends, patterns, gaps, and opportunities for improvement.
• Design and support ETL processes to ensure correct data extraction, transformation, and integration from diverse platforms.
• Maintain data accuracy, quality, and consistency across Tableau, Salesforce, and connected reporting systems.
• Assist with database design, linked data connections, and data workflows to enhance reporting efficiency and data accessibility.
• Apply Agile and SDLC principles to manage analytics projects, reporting updates, and dashboard development timelines.
• Utilize tools such as Power BI, VBA, Bash, Visio, and business analysis methods to improve reporting, documentation, and workflows.
• Present findings clearly to managers, executives, and stakeholders, tying insights to business goals.

Requirements

• Proven experience using Tableau to create dashboards, reports, and data visualizations.
• Experience working with Salesforce reports, dashboards, CRM data, objects, fields, leads, opportunities, accounts, or similar Salesforce functions.
• Salesforce Trailhead experience is strongly preferred; Salesforce certifications or completed Trailhead modules are a plus.
• Strong SQL skills with experience querying Microsoft SQL Server, Oracle, or similar platforms.
• Familiarity with ETL tools such as Talend or other data integration platforms.
• Experience using Python or R for data analysis, reporting automation, or advanced analytics is preferred.
• Understanding of CRM analytics, sales reporting, pipeline tracking, and business performance metrics.
• Experience with Power BI, Looker, Excel, VBA, Visio, Bash, or Oracle database management is a plus.
• Knowledge of Agile project management, SDLC processes, and business analysis techniques.
• Strong attention to detail, problem-solving ability, and analytical thinking.
• Excellent communication skills with the ability to explain data insights clearly to both technical and non-technical stakeholders.
• Highly organized, dependable, and able to manage multiple reporting projects simultaneously.

Technologies

• Tableau
• Salesforce
• Microsoft SQL Server
• Oracle
• Looker
• Power BI
• Excel
• Python
• R
• VBA
• Bash
• Visio
• Talend
• Salesforce Trailhead

Preferred Skills

• Salesforce Trailhead badges, Salesforce Administrator knowledge, or Salesforce reporting experience.
• Experience building dashboards for sales, recruiting, operations, marketing, or executive leadership teams.
• Ability to clean, validate, and structure CRM data for reporting accuracy.
• Comfort with large datasets and turning raw data into meaningful business stories.

Application Questions

• Must be local and have Salesforce Trailhead experience (required)