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Salesforce Reports Developer

  • Source: LinkedIn
  • w3r Consulting
  • Remote
  • New York City
  • Mid level

Job Description

We are seeking a Salesforce Report Writer / BI Analyst to support a large-scale reporting transformation initiative. The current environment includes approximately 300 existing reports that need to be evaluated, rebuilt, retired, or converted into modern dashboards. This role will play a key part in determining how reporting should be structured.

This position is only open to candidates in the USA and a technical screening test will be required.

Key Responsibilities

  • Analyze and assess ~300 existing reports to determine:
  • Which reports should be rebuilt, retired, or converted into dashboards
  • Extract and transform data from Salesforce for reporting purposes
  • Design and develop reports and dashboards using:
  • Salesforce Lightning Reports (required)
  • Power BI and/or Salesforce CRM Analytics (CRMA)
  • Collaborate with stakeholders to understand reporting needs and business requirements
  • Provide input into reporting architecture decisions, including:
  • Tool selection (Power BI vs. CRMA vs. native Salesforce reporting)
  • Best practices for scalability and usability
  • Translate business requirements into technical reporting solutions
  • Ensure data accuracy, consistency, and usability across reports
  • Support rapid delivery of reporting solutions while contributing to longer-term strategy

Required Qualifications

  • Strong experience with Salesforce reporting, especially Lightning Reports
  • Experience building reports/dashboards in Power BI and/or Salesforce CRM Analytics (CRMA)
  • Ability to extract and manipulate data from Salesforce
  • Experience working with business stakeholders to gather and refine requirements
  • Strong analytical and problem-solving skills
  • Ability to work in fast-paced environments with evolving direction

Preferred Qualifications

  • Experience with Apsona (nice to have, not required)
  • Experience in reporting strategy or architecture decisions
  • Background in migrating or modernizing reporting environments

Skills

  • Salesforce
  • power-bi
  • salesforce-crm
  • salesforce-crm-analytics
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