CRM Solutions Specialist – Salesforce & Power BI (Onsite)

OP360 (OfficePartners360); Philippines; On-site; PHP 600,000 - 1,200,000; Full time

Job summary

OP360 (OfficePartners360) in the Philippines is seeking a CRM Solutions Specialist with strong expertise in Salesforce, Power BI, SQL, and backend reporting. You will translate business reporting needs into reliable BI solutions and optimize CRM data and reporting workflows.

You will develop and optimize Power BI reports and data models, collaborate with BI teams, document requirements, and ensure high-quality data across systems. Strong T-SQL and C#/.NET experience are a plus.

Qualifications

• 4–5 years of BI tool experience (Microsoft BI stack).
• Strong Salesforce CRM and reporting experience.
• Proficient in Power BI reporting, data modeling and visualization.
• Experience with MS SQL Server and relational databases.
• Advanced T-SQL skills including CTEs, MERGE, optimization and data transformations.
• Strong database operations, data architecture and performance optimization.
• 4+ years of C#/.NET development experience.

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 reporting.
• Maintain technical documentation, data flows, and reporting specifications.

Skills

Power BI reporting

Data modeling

Analytical thinking

Documentation skills

Problem-solving

Tools

Power BI

SSIS

SSMS

Salesforce

Power Automate Desktop

MS SQL Server

C# / .NET

Job description

CRM Solutions Specialist – Salesforce & Power BI

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.