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Salesforce Analytics & Einstein Discovery Consultant (Intermediate)

Unplugg IT Consulting
7 days ago
Full-time
Remote
South Africa
CRM Management

About the opportunity

Our client is seeking an accomplished Intermediate Salesforce Analytics & Einstein Discovery Consultant to help translate complex business data into meaningful, actionable insight. This position is ideal for a hands-on Salesforce professional who can partner confidently with stakeholders, design analytical solutions, and deliver dashboards and predictive insights that support sound business decisions.

The successful candidate will join a collaborative delivery environment and will be responsible for configuring, optimising, and supporting Salesforce analytics solutions across the business. A recognised Salesforce Analytics certification is compulsory for this role.

Duties & Responsibilities

  • Engage with business stakeholders to understand reporting, analytics, and decision-support requirements.
  • Design, configure, and enhance Salesforce Analytics solutions, including datasets, dashboards, lenses, recipes, and dataflows.
  • Develop clear, visually effective dashboards and reports that enable users to monitor performance and identify trends.
  • Configure and support Einstein Discovery stories, predictions, and actionable insights where appropriate.
  • Prepare, transform, and validate data from Salesforce and relevant external data sources to ensure insight quality and usability.
  • Translate analytical outputs into practical recommendations for business and operational stakeholders.
  • Support the identification and resolution of data-quality, data-access, dashboard, and reporting issues.
  • Apply sound security, sharing, and governance practices to analytics assets and data access.
  • Collaborate with Salesforce Administrators, Developers, Architects, Product Owners, and business teams during solution delivery.
  • Produce and maintain solution documentation, including requirements, dashboard specifications, data definitions, and user guides.
  • Deliver user enablement sessions and provide ongoing support to promote adoption of analytics capabilities.
  • Stay current with relevant Salesforce platform releases, particularly developments in CRM Analytics and Einstein capabilities.

Desired Experience & Qualification

  • A Salesforce Administrator certification and/or additional Salesforce credentials.
  • Experience with Salesforce Data Cloud, Tableau, SQL, SOQL, or related data and visualisation tools.
  • Exposure to Salesforce Sales Cloud, Service Cloud, Financial Services Cloud, or other Salesforce products.
  • Experience integrating analytics data from ERP, CRM, HR, finance, or operational systems.
  • Familiarity with Agile delivery practices and tools such as Jira or Confluence.
  • Experience in a consulting, client-facing, or multi-stakeholder environment.
  • A relevant diploma, degree, or equivalent experience in Information Systems, Data Analytics, Computer Science, Business, or a related field
  • Relevent bank experience is advantageous

 

Competencies

  • Strong analytical and problem-solving ability, with attention to detail.
  • Ability to convert business questions into practical analytics solutions.
  • A consultative, customer-focused approach and confidence engaging stakeholders at different levels.
  • Effective prioritisation skills and the ability to manage deliverables independently.
  • Commitment to data accuracy, confidentiality, governance, and continuous improvement.
  • A collaborative working style, with a willingness to share knowledge and support team capability.

Interested?