CRMA / Tableau Consultant
- Location
- Portugal
- Type of Employment
- Permanent
- Time Commitment
- Full time
Please note we are looking for candidates based in Portugal. Visa and sponsorship is not available.
We are certified Salesforce consulting partners with a presence in Jersey (Channel Islands), London and Portugal. We have a track record of delivering innovative solutions in a wide variety of sectors, particularly focused on financial and professional services. We help our customers to build a competitive advantage through implementing, optimising and maintaining Salesforce solutions.
As a CRMA / Tableau Consultant in our Managed Services Team, you will work with our Managed Services Director to support our existing customers to excel with Salesforce by responding to CRMA & Tableau cases and developing opportunities to enhance Salesforce orgs.
Join Salesforce's ecosystem and help our customers excel with Salesforce! We would love to meet you today - let’s talk and see if there is a fit.
Responsibilities
Minimum experience and skills:
- At least 3 years' experience delivering CRM Analytics (CRMA), Tableau or enterprise Business Intelligence solutions.
- Experience designing and implementing CRM Analytics dashboards, Tableau dashboards, datasets, dataflows, recipes and reporting solutions.
- Strong understanding of Salesforce data models, standard and custom objects, reports and dashboards.
- Experience integrating data from multiple business systems into analytics platforms.
- Understanding of data modelling, data visualisation principles, KPIs and executive reporting.
- Experience gathering business requirements and translating them into scalable analytics solutions.
- At least 2 Salesforce certifications, Tableau certifications or equivalent analytics certifications.
- Customer-focused mindset with excellent stakeholder management skills.
- Excellent communication skills and fluency in English.
- Understanding of consulting methodologies and client delivery.
- Strong analytical and problem-solving skills.
- Excellent organisation and time management skills.
Advantageous experience and skills:
- Salesforce CRM Analytics (CRMA) accreditation.
- Tableau Desktop and Tableau Cloud experience.
- Experience with SQL and SOQL.
- Knowledge of Data Cloud and AI-powered analytics.
- Financial Services Cloud or financial services experience.
- Experience building executive dashboards and KPI frameworks.
- Strong presentation and data storytelling skills.
- Experience working in a Salesforce Consulting Partner environment.
Key tasks & responsibilities:
- Design, develop and maintain CRM Analytics (CRMA) and Tableau dashboards, datasets and reporting solutions.
- Gather business requirements and translate them into scalable analytics and data visualisation solutions.
- Act as a trusted advisor, helping clients maximise the value of Salesforce analytics and business intelligence.
- Lead complex analytics projects, providing technical guidance and ensuring high-quality delivery.
- Optimise data models, reporting processes and dashboard performance to deliver actionable business insights.
- Assess Salesforce and Tableau releases, recommending new features and enhancements to clients.
- Support pre-sales activities, including demonstrations, workshops, solution design and proof of concepts.
- Produce and maintain technical documentation, knowledge articles and reporting standards.
- Coach and mentor junior consultants, promoting best practices in analytics, visualisation and data storytelling.
- Collaborate with clients and internal teams to deliver innovative, data-driven solutions that support business growth.
We’re looking for a somebody with Salesforce skills who can work well as part of a remote team. Enhance your application by telling us about:
- The Salesforce projects you’ve worked on in the past
- Why you have chosen to pursue a career within the Salesforce ecosystem
- Any apps or common technologies you have integrated with Salesforce
- Which Salesforce certifications you are working towards
Comnexa Insights
At Comnexa, our core values of trust, innovation, and customer success are the foundation of everything we do. These principles guide us in delivering Salesforce solutions that consistently exceed our clients' expectations.
Our dedication to customer success is reflected in our exceptional CSAT score of 4.9 out of 5, demonstrating the high level of service and solutions we provide. With over 284 projects delivered across diverse sectors, we’ve helped businesses transform through innovative Salesforce implementations.
Supported by a team of 30+ experts, our commitment to innovation ensures we remain ahead of the curve, delivering efficient and future-proof solutions. We take pride in being a trusted partner to our clients, enabling them to achieve sustainable growth and long-term success.
At Comnexa, we don’t just deliver projects; we build lasting relationships grounded in trust, powered by innovation, and driven by the success of our clients.
We hire with
