Tableau Engineer

Cambridge Investment Research, Inc.; Phoenix (AZ); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

Life insurance

Long-term disability

Paid time off

401(k) with company match

Paid holidays

Job summary

Cambridge Investment Research, Inc. is seeking a Senior Tableau Engineer to design, develop, and maintain high‑quality BI solutions that enable data‑driven decisions.

You will partner with analytics, data engineering, and business stakeholders to turn trusted data into intuitive, performant dashboards and reports. The role emphasizes presentation, usability, and consumption layers of the data platform, ensuring insights are accessible, secure, and aligned with business needs across the

Qualifications

• 5+ years in business intelligence or data visualization with enterprise Tableau experience.
• Advanced Tableau Desktop Server/Cloud and Tableau Prep skills.
• Strong SQL skills and Snowflake or similar cloud data platform.
• Experience with calculated fields, LOD expressions, table calculations, and dynamic dashboards.
• Knowledge of data warehousing, dimensional modeling, semantics layers, and analytics-ready data.
• Experience integrating Tableau with enterprise platforms (Snowflake, Azure, APIs).
• Ability to validate data against source systems and collaborate with data eng on KPI definitions.
• Ability to translate complex data into clear, executive-ready insights.

Responsibilities

• Dashboard design, development, and maintenance for operational, tactical, and strategic decisions.
• Collaborate with analytics, data engineering, and business stakeholders to turn data into intuitive dashboards.
• Lead performance optimization, data modeling, and caching strategies for dashboards.
• Ensure governance, security, and data quality across BI solutions.

Skills

Tableau

Tableau Server/Cloud

Tableau Prep

SQL

Snowflake

Data modeling

ETL concepts

Tools

Azure

APIs

Tableau APIs

Job description

Job Summary

Key Deliverables and Responsibilities

The Senior Tableau Engineer designs, develops, and maintains high-quality business intelligence solutions that enable data-driven decisions across Cambridge. This hands‑on role partners with analytics, data engineering, and business stakeholders to turn trusted data into intuitive, performant, and actionable dashboards and reports. The position focuses on the presentation, usability, and consumption layer of the data platform, helping ensure insights are accessible, reliable, secure, and aligned with business needs.

What You’ll Do:

• Dashboard Development: Design, develop, and maintain Tableau dashboards, workbooks, and visual analytics solutions for operational, tactical, and strategic decision‑making.

• Business Partnership: Gather requirements, clarify KPIs and metrics, and translate business questions into effective visual solutions.

• Trusted Data: Partner with data engineers and data architects to build BI solutions on well‑modeled, performant, analytics‑ready data sources.

• Metric Consistency: Develop and maintain semantic layers, calculated fields, parameters, filters, and certified data sources that promote reuse and consistent definitions.

• Performance Optimization: Improve dashboard speed and scalability through efficient data modeling, query design, extract strategies, caching, and live‑connection best practices.

• Visualization and UX: Apply layout, accessibility, storytelling, and user‑experience standards to create intuitive, consistent, and visually compelling analytics.

• Platform Support: Support Tableau Server or Tableau Cloud publishing, permissions, content organization, user support, enhancements, and production troubleshooting.

• Governance and Security: Implement data governance, access controls, row‑level security, lineage, and data‑quality practices across BI solutions.

• Documentation: Document dashboards, data sources, business logic, calculations, and usage guidance for end users.

• Collaboration: Work across analytics, product, business, and technology teams to influence delivery standards and reporting operating models.

What We Are Looking For

• 5+ years of experience in business intelligence or data visualization development, including at least three years of hands‑on Tableau experience in an enterprise environment.

• Advanced proficiency with Tableau Desktop, Tableau Server or Tableau Cloud, and Tableau Prep.

• Strong SQL skills and experience with Snowflake or a similar cloud data platform.

• Experience with calculated fields, level of detail expressions, table calculations, parameter‑driven dashboards, and dynamic navigation.

• Solid understanding of data warehousing, dimensional modeling, medallion architecture, semantic layers, and analytics‑ready data structures.

• Experience integrating Tableau with enterprise platforms, including Snowflake, Azure, and APIs.

• Ability to validate and reconcile data with source systems and partner with data engineering teams on Gold‑layer readiness, KPI definitions, and metric standardization.

• Ability to translate complex datasets into clear, actionable insights and executive‑level stories.

• Strong attention to detail, data quality, visual design, and customer service.

• Ability to manage multiple priorities, work independently, collaborate effectively, and troubleshoot production issues quickly.

Why Cambridge?

Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.

• Premium benefit package including medical, vision, dental, life and long‑term disability insurance

• Vacation/sick time

• 401K retirement plan with company matching program

• Eleven paid holidays

You can find more details about our comprehensive benefits package here.

Cambridge Overview:

Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.