Salesforce CRM Analytics (CRMA) 

Management Level

Manager

Job Description & Summary

At PwC, our people in operations consulting specialise in providing consulting services on optimising operational efficiency and effectiveness. These individuals analyse client needs, develop operational strategies, and offer guidance and support to help clients streamline processes, improve productivity, and drive business performance.

As an operations consulting generalist at PwC, you will possess a broad understanding of various aspects of operations consulting. You will provide comprehensive guidance and support to clients in optimising operational efficiency and effectiveness. Working in this area, you will analyse client needs, develop operational solutions, and offer recommendations tailored to specific business requirements.

Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member’s unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

• Analyse and identify the linkages and interactions between the component parts of an entire system.
• Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
• Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
• Develop skills outside your comfort zone, and encourage others to do the same.
• Effectively mentor others.
• Use the review of work as an opportunity to deepen the expertise of team members.
• Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
• Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.

Role Purpose 

The Salesforce CRM Analytics (CRMA) Manager is responsible for designing, building, and maintaining analytics solutions within Salesforce CRM Analytics (CRMA) (formerly Tableau CRM / Einstein Analytics). 

The role supports business stakeholders by transforming Salesforce data into meaningful dashboards, reports, and insights that enhance performance visibility, decision-making, and operational efficiency. 

The Senior Associate plays a key technical delivery role while contributing to best practices, governance, and continuous improvement of the Salesforce analytics capability. 

Key Responsibilities 

Analytics Development & Delivery 

• Design and develop interactive dashboards, lenses, and datasets within Salesforce CRM Analytics. 

• Build and maintain dataflows and recipes to transform and prepare Salesforce and external data. 

• Translate business requirements into scalable analytics solutions. 

• Develop KPI dashboards for Sales, Service, Marketing, and Finance stakeholders. 

• Ensure accuracy, integrity, and performance of analytics solutions. 

Technical Execution 

• Develop and optimise CRMA dataflows, datasets, and dashboard components. 

• Implement row-level security and permission models. 

• Write and optimise SAQL and SOQL queries. 

• Integrate Salesforce data with external systems where required. 

• Support testing, validation, and deployment of analytics solutions. 

Stakeholder Engagement 

• Collaborate with business users to gather reporting and analytics requirements. 

• Conduct working sessions and demonstrate dashboard functionality. 

• Provide user support and troubleshooting for analytics issues. 

• Deliver training and enablement to improve dashboard adoption. 

Governance & Best Practice 

• Follow established Salesforce analytics standards and governance frameworks. 

• Ensure compliance with data protection and security policies. 

• Maintain documentation for dashboards, datasets, and processes. 

• Contribute to continuous improvement initiatives within the Salesforce practice. 

Required Qualifications & Experience 

• Bachelor’s degree in Information Systems, Data Analytics, Business, or related field. 

• 3–5 years Salesforce experience with hands-on CRM Analytics development. 

• Experience building dashboards, dataflows, and recipes in CRMA. 

• Strong understanding of Salesforce Sales Cloud and/or Service Cloud data models. 

• Working knowledge of SOQL and SAQL. 

• Understanding of data modelling, ETL processes, and data governance. 

• Experience translating business requirements into technical solutions. 

Preferred Qualifications 

• Salesforce CRM Analytics & Einstein Discovery Consultant Certification. 

• Salesforce Administrator Certification. 

• Experience with Tableau, Power BI, or other BI tools. 

• Exposure to Financial Services, Professional Services, or Enterprise environments. 

Travel Requirements

Up to 20%

Available for Work Visa Sponsorship?

No

Job Posting End Date

April 1, 2026