Salesforce CRM Analytics (CRMA) Consultant - Client Reporting Enhancement
madison-ave-consulting
United States
September 26, 2025
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Share this job SVGs not supported by this browser. Description Job Title Salesforce CRM Analytics (CRMA) Consultant â Client Reporting Enhancement Location Remote (US-based) Employment Type Contract (with potential extension) About Madison Ave Consulting Madison Ave Consulting is a Salesforce consulting partner specializing in innovative solutions for clients across industries. Weâre looking for an expert Salesforce CRM Analytics (CRMA) Consultant to lead a critical reporting project for our Client Services Team. About the Role Weâre seeking a Salesforce CRM Analytics (CRMA) Consultant to design, develop, and automate dashboards that replace existing Salesforce reporting and third-party tools. The role will focus on building scalable CRMA dashboards that provide executive-ready insights and automated client reporting. This project is central to enhancing visibility for both internal leadership and external stakeholders while eliminating reliance on legacy systems. Requirements Responsibilities Design and build reusable Salesforce CRMA dashboards covering KPIs such as burn rate, utilization, resourcing, and project health. Configure automated weekly reporting via Salesforce CRM Analytics (CRMA) . Implement Slack/email workflows for pre-send review and approval within CRMA. Ensure dashboards can be cloned and parameterized by client/project ID. Deliver training and documentation for ongoing Salesforce CRMA usage. Partner with leadership, consultants, and client stakeholders to refine requirements. Key Deliverables Salesforce CRMA dashboards for project utilization and contract KPIs. Automated email distribution of CRMA dashboards on a weekly schedule. Pre-send review workflow (Slack/email integration). Training materials to enable reuse and maintenance across Salesforce projects. Required Skills & Experience Proven expertise in Salesforce CRM Analytics (CRMA) dashboard design, automation, and parameterization. Strong understanding of Salesforce data models and integration with CRMA. Experience distributing dashboards via Salesforce CRMA to external stakeholders. Familiarity with Slack/email integrations tied to Salesforce CRMA workflows. Ability to produce executive-ready visualizations in Salesforce CRMA. Strong communication skills to work with leadership and client executives. Preferred Qualifications Salesforce CRM Analytics (CRMA) certification(s). Experience with professional services KPIs and reporting in Salesforce CRMA. Consulting background delivering Salesforce CRMA dashboards to clients. Success Criteria Complete elimination of Cloud4J through Salesforce CRMA. Dashboards delivered with â¥95% success on scheduled weekly cycles. Ability to configure Salesforce CRMA dashboards for new clients within 1 business day. Positive feedback from internal and external stakeholders on dashboard usability. Benefits Why Madison Ave Consulting? Join a high-performing team of seasoned Salesforce professionals Be part of a growing consultancy rooted in healthcare and enterprise delivery Enjoy flexible remote work, a collaborative and respectful culture, and a focus on professional growth Work on meaningful Salesforce projects that drive real impact for clients Represent Madison Ave at client engagements, Salesforce events, and industry conferences Apply for this job
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