Salesforce Reports Architect for Impactful Dashboards

Indev; Springfield, Northern (VA, KY); Hybrid; USD 110,000 - 140,000; Full time

Job summary

InDev is seeking a Salesforce Report Developer to create, maintain, and optimize CRM data visibility for stakeholders across the organization. You will design complex reports and dashboards, gather requirements, ensure data quality, and collaborate with BI tools like Tableau and Einstein Analytics to deliver actionable insights.

The ideal candidate has a deep understanding of Salesforce reporting features and data models, and can translate business goals into precise metrics.

Qualifications

• Bachelor's Degree in Information Systems, Mathematics, or a related field.
• 5+ years of hands-on experience configuring and managing reporting tools within the Salesforce ecosystem (including CRM Analytics and Tableau).
• Deep expertise in Salesforce Standard and Custom Report Types, joined reports, bucket fields, and conditional formatting.
• Strong skills in creating custom formulas, summary formulas, and workflow rules/flows that feed accurate data into reports.
• Solid understanding of the Salesforce data model, object relationships (Master-Detail, Lookup), and sharing/security models.
• Excellent capability to translate abstract business goals into specific data metrics and KPI tracking frameworks
• Strong interpersonal skills to explain technical data concepts clearly to non-technical business stakeholders.

Responsibilities

• Report & Dashboard Design: Build, customize, and maintain complex tabular, summary, matrix, and joined reports, as well as dynamic executive dashboards.
• Requirements Gathering: Collaborate with stakeholders and business users to define metric and reporting needs.
• Data Quality & Governance: Ensure data accuracy, integrity, and security across all reports.
• Performance Optimization: Clean up, streamline, and optimize slow-running or redundant reports, custom formulas, and roll-up summary fields
• Access Management: Configure and manage folder structures, sharing settings, and dynamic dashboard visibility to ensure users see only authorized data.
• Advanced Analytics Integration: Assist in connecting Salesforce data to external BI tools (such as Tableau and CRM Analytics/Einstein Analytics) when necessary.

Skills

Salesforce reporting

Tableau

CRM Analytics

Data governance

KPI tracking

Stakeholder communication

Education

Bachelor's degree in Information Systems, Mathematics, or related field

Tools

SOQL

Einstein Analytics

Salesforce data model

Job description

InDev is seeking a Salesforce Report Developer to create, maintain, and optimize CRM data visibility for stakeholders across the organization. You will design complex reports and dashboards, gather requirements, ensure data quality, and collaborate with BI tools like Tableau and Einstein Analytics to deliver actionable insights.

The ideal candidate has a deep understanding of Salesforce reporting features and data models, and can translate business goals into precise metrics.