Description

Data Integration and Preparation:

·       Connect Tableau CRM to various data sources (Salesforce and external databases).

·       Perform data cleaning, transformation, and preparation for analysis.

·  Dashboard and Report Development:

·       Design and develop interactive dashboards and reports that provide actionable insights.

·       Utilize Tableau CRM features like lenses, dashboards, and datasets effectively.

·  Customization and Configuration:

·       Customize Tableau CRM applications to meet business requirements.

·       Configure user permissions and data security settings within Tableau CRM.

·  User Training and Support:

·       Provide training to end-users on how to use Tableau CRM tools and dashboards.

·       Offer ongoing support and troubleshoot issues related to dashboard performance or data accuracy.

·  Performance Optimization:

·       Monitor and optimize dashboard performance for speed and efficiency.

·       Implement best practices for data visualization and user experience.

·  Collaboration with Stakeholders:

·       Work closely with business analysts, data scientists, and other stakeholders to understand data needs and business objectives.

·       Gather requirements and translate them into technical specifications for dashboard development.

·  Data Governance and Compliance:

·       Ensure data integrity and compliance with organizational policies and standards.

·       Implement data governance practices within Tableau CRM.

·  Reporting and Insights:

·       Generate regular and ad-hoc reports to support business decisions.

·       Analyze data trends and provide insights to stakeholders.

·  Stay Updated with Trends:

·       Keep abreast of the latest Tableau CRM features, updates, and best practices.

·       Participate in training and professional development opportunities.

·  Documentation:

·       Document processes, dashboard designs, and data sources for reference and knowledge sharing. 

Key Skills
Education

Any Graduate