Salesforce Data Analytics Consultant

The Opportunity

As a Salesforce Data Analytics Consultant focused on Salesforce analytics within the Business Data Strategy & Business Technology (BDSBT) team, you will play a critical role in enabling governed, actionable insights that improve productivity, customer experience, and operational efficiency—while aligning with enterprise data strategy and governance standards. Rather than simply building solutions, you will guide the design and implementation of analytics capabilities by translating complex business requirements into clear technical specifications for enterprise engineers.

Acting as the bridge between enterprise data architecture and business‑side reporting needs, you will ensure Salesforce data flows appropriately into the enterprise data warehouse, support in‑app decision‑making for real‑time needs, and uphold guardrails for formal reporting through the governed semantic layer. Success requires deep understanding of data pipelines, models, and source systems, combined with the ability to influence stakeholders and maintain transparency through documentation and disciplined work tracking.

The Business Data Strategy & Business Technology (BDSBT) team is a dynamic group of data stewards, data strategists, and data analytics engineers in Operations’ Business Intelligence, Reporting, and Analytics (BIRA) organization turning complex business needs into actionable technology solutions. We foster a culture of transparency, collaboration, and disciplined execution and regularly collaborate with Operations, Enterprise Technology & Experience (ETX), and BIRA colleagues, serving as the critical connector between business priorities and technical delivery.

What makes us unique is our ability to blend deep technical expertise with business acumen, ensuring every solution aligns with strategy and accelerates outcomes.

As a Salesforce Data Analytics Consultant focused on Salesforce analytics and other Operations platforms, you will build advanced logic using native Salesforce tools (Lightning App Builder, flows, context services) to create dynamic, contextual, and actionable analytics experiences. Your work will ensure that embedded dashboards and reports are not just visible, but intelligently tailored to user roles and record context, enabling real‑time decision‑making and direct action within the workflow.

You will also design and maintain data flows and recipes to prepare and integrate data for analytics, and leverage APIs to deliver personalized insights, making analytics a seamless and essential part of the user experience. You will ensure Salesforce operational data integrates seamlessly into the Enterprise Data Warehouse and that in‑app analytics support real‑time decisions. In this role, you will apply governance practices to maintain data quality, standardize KPI logic, and build trust in reporting and collaborate with Data Engineering to deliver reliable, documented pipelines and partner with analytics teams to harmonize Salesforce insights with governed Tableau reporting.

By promoting reusable components, tracking work in Jira, and supporting prioritization, you enable efficiency, transparency, and consistent metrics across platforms.

• Bachelor’s degree
• 3+ years’ experience with Salesforce
• 2+ years in data engineering, data modeling, data integration or data warehousing and working with technology partners.
• 3+ years’ experience with BI tools such as Tableau, Alteryx, Power BI or similar technologies.
• 2+ years’ experience with Master Data Management and Data Governance frameworks
• 2+ years’ experience writing and using SQL or SOQL.

• Experience with Salesforce Financial Services Cloud (FSC), including its data model and key objects, to support analytics embedded in workflows.
• Prior experience in the financial services industry bridging the gap between business and technology data analytics and reporting needs.
• Experience in agile environments and proficiency in using Jira.
• Demonstrated leadership in driving transparency and collaboration.

• Regular meetings with the BDSBT and…