Salesforce & Tableau Reporting and Analytics Expert

Siemens•Apply•Published 15 hours ago•First seen 2 hours ago

The Salesforce (SFDC) & Tableau Reporting and Analytics Expert is responsible for designing, building, governing, and optimizing reporting, analytics, and dashboard capabilities across the commercial organization. This role serves as the primary subject matter expert for Salesforce reporting, Tableau analytics, KPI management, and commercial performance insights.

The position is accountable for transforming CRM and commercial data into actionable business intelligence that drives sales effectiveness, customer engagement, funnel health, forecasting accuracy, customer retention, and strategic decision-making.

The ideal candidate combines deep Salesforce and Tableau expertise with strong business acumen and experience in diagnostics, healthcare, medical devices, life sciences, or other complex B2B sales environments.

Key Responsibilities

Reporting Strategy & Governance

Establish governance for KPI definitions, reporting standards, dashboard design, and data visualization.
Ensure consistency and alignment of commercial metrics across global, regional, and country organizations.
Develop reporting frameworks supporting executive decision-making and operational management.
Partner with business stakeholders to prioritize reporting and analytics enhancements.
Act as the owner of reporting requirements associated with CRM and commercial excellence initiatives.

Tableau Dashboard Development

Design, build, deploy, and maintain interactive Tableau dashboards and visualizations.
Develop executive dashboards supporting:

Sales performance
Funnel health
Opportunity progression
Forecasting
Customer retention
Customer satisfaction
Win/Loss analysis
Territory performance
Commercial productivity

Optimize dashboard usability, performance, and user experience.
Create scalable and reusable dashboard templates.
Leverage advanced Tableau functionality, including:

Calculated fields
Parameters
Actions
Level of Detail (LOD) expressions
Advanced visualizations
Trend and predictive analytics

Salesforce Analytics & Reporting

Serve as the Salesforce reporting expert for Sales Cloud and related commercial applications.
Design and maintain Salesforce reports and dashboards.
Support reporting needs for:

Accounts
Contacts
Leads
Opportunities
Activities
Forecasts
Customer Engagements
Sales Programs
Territory Management

Define CRM adoption and effectiveness reporting.
Build dashboards measuring data quality, compliance, and process adherence.
Partner with Product Owners and CRM Specialists to incorporate reporting requirements into new Salesforce capabilities.

Commercial Performance Analytics

Develop and maintain reporting for critical commercial KPIs, including:

Funnel & Pipeline Metrics

Funnel Creation
Funnel Value
Pipeline Coverage
Opportunity Progression
Prospect Conversion Rate
Opportunity Aging
Funnel Quality
Win Rate

Forecasting Metrics

Forecast Accuracy
Forecast Attainment
Forecast Bias
Revenue Predictability

Customer Metrics

Customer Retention Rate
Customer Engagement Score
Customer Satisfaction Measures
Installed Base Analytics
Customer Lifetime Value

Sales Productivity Metrics

Sales Activity Levels
Opportunity Creation
Account Coverage
Territory Performance
Sales Program Effectiveness

Data Quality & Data Governance

Define and monitor CRM data quality standards.
Develop dashboards and controls measuring:

Completeness
Accuracy
Timeliness
Compliance

Identify data quality issues and recommend corrective actions.
Support master data governance activities.
Collaborate with business and IT teams to improve data integrity.

Stakeholder Management

Partner with:

CRM Excellence Head
Salesforce Product Owner
CRM Country Specialists
Sales Governance Specialists
Commercial Excellence Leaders
Sales Leaders
Finance Business Partners
Marketing Excellence
Customer Service Leadership
Data & Analytics Teams
IT CRM Organizations

Facilitate reporting requirements workshops.
Translate business needs into analytics solutions.
Present reporting insights and recommendations to leadership teams.
Serve as the trusted advisor for commercial reporting and analytics.

Self-Service Analytics & Adoption

Develop self-service reporting capabilities for business users.
Create reporting standards, documentation, and governance processes.
Deliver Tableau and Salesforce reporting training programs.
Increase user adoption of dashboards and reporting tools.
Support a data-driven culture across the commercial organization.

Qualifications

Education

Required:

Bachelor's Degree in:

Business Administration
Information Systems
Data Analytics
Computer Science
Statistics
Mathematics
Life Sciences
Related discipline

Preferred:

Master's Degree (MBA, Analytics, Data Science, Information Systems)

Experience

Required

5+ years of experience in business intelligence, reporting, analytics, or commercial excellence.
3+ years of advanced Tableau development experience.
3+ years of Salesforce reporting experience.
Experience designing executive dashboards and KPI frameworks.
Experience supporting sales organizations and commercial processes.
Experience translating business requirements into reporting solutions.
Strong stakeholder management experience.

Preferred

Diagnostics industry experience.
Medical device experience.
Healthcare or life sciences experience.
Commercial excellence experience.
CRM transformation experience.
Global reporting and analytics experience.
Salesforce implementation and deployment experience.

Technical Skills

Salesforce

Sales Cloud
Salesforce Reports & Dashboards
CRM Analytics (preferred)
Forecasting Analytics
Opportunity Analytics
Activity Analytics
Territory Management Analytics
Data Quality Monitoring

Tableau

Tableau Desktop
Tableau Cloud
Tableau Server
Dashboard Design
Advanced Calculations
LOD Expressions
Data Blending
Dashboard Optimization
Performance Tuning
Visual Analytics

Data & Analytics

SQL
Data Modeling
Data Warehousing Concepts
KPI Design
Statistical Analysis
Trend Analysis
Forecasting Analytics
Business Intelligence Methodologies

Business Applications

Excel (Advanced)
Power BI (Preferred)
Snowflake (Preferred)
Databricks (Preferred)
Azure Data Platform (Preferred)
JIRA
Azure DevOps
PowerPoint

Competencies

Commercial Acumen

Strong understanding of commercial excellence principles.
Knowledge of sales funnels and customer engagement processes.
Understanding of forecasting and revenue management.
Ability to connect reporting insights to business outcomes.

Analytical Excellence

KPI design and performance management expertise.
Data visualization expertise.
Advanced analytical thinking.
Strong problem-solving capabilities.
Root cause analysis.

Communication & Influence

Executive communication skills.
Storytelling with data.
Presentation development and delivery.
Strong facilitation and stakeholder engagement skills.

Business Partnership

Cross-functional collaboration.
Customer-focused mindset.
Ability to influence without authority.
Strong relationship-building skills.

Preferred Certifications

Tableau

Tableau Certified Data Analyst
Tableau Certified Professional

Salesforce

Salesforce Certified Administrator
Salesforce Business Analyst Certification
Salesforce Sales Cloud Consultant

Analytics

Microsoft Power BI Certification (preferred)
Certified Business Intelligence Professional (CBIP) (preferred)

Ideal Candidate

A highly analytical and commercially minded Salesforce and Tableau expert who combines deep technical reporting expertise with a strong understanding of sales, customer engagement, forecasting, and commercial performance management. The ideal candidate can translate complex CRM and business data into intuitive, executive-ready dashboards that drive adoption, improve decision-making, and enable commercial excellence across a global diagnostics organization.