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Salesforce

Builds cloud software for customer relationships

Director Technical Consulting - Salesforce & Tableau Next

Implementation & Technical Account ManagementConfirmed live in the last 24 hours
Full-timeNo salary listed

About the Job

Requirements

  • At least 18 years of experience leading Salesforce technical consulting projects and handling them as an individual contributor.
  • At least 8 years of people management experience.
  • Strong application design skills, along with strong data, integration, and security architecture skills.
  • Demonstrated experience migrating large business intelligence content estates of more than 500 reports or dashboards from legacy platforms to Tableau.
  • Tableau Certified Data Analyst certification is required.
  • Salesforce Certified CRM Analytics and Einstein Discovery Consultant certification is required.
  • Proven expertise executing complex data migrations, including multiple end-to-end migration projects from legacy systems to Salesforce or vice versa.
  • Understanding of integration architecture, including how data flows between systems and mechanisms for high-volume data transport.
  • Expertise in data architecture and management, including entity relationship diagram design, data cleansing, managing high data volumes, and Large Data Volume strategies.
  • Knowledge of platform security, including data encryption, field-level security, Shield, and compliance-aligned data movement during migration windows.
  • Understanding of identity and access management, including user migration, permission set mapping, single sign-on, and visibility model design.
  • Understanding of sharing and visibility, including how migrated data will be secured and accessed after deployment.
  • Proficiency in platform development, including Apex, asynchronous design, governor limits, Lightning Web Components, and Salesforce Flows.
  • Ability to articulate complex migration strategies to technical teams and C-suite business stakeholders.
  • Ability to work in a factory delivery model, reusing and contributing to shared accelerators, playbooks, and templates across concurrent wave teams.
  • Proven ability to analyze, design, and optimize business processes through technology and integration.
  • Ability to navigate and mediate conflict and foster healthy dialogue.
  • Experience overseeing and managing business metrics, productivity, and outcomes.

Responsibilities

  • Lead a team of up to eight direct reports, comprising Architects and potentially Managers, providing technical direction, mentorship, and performance leadership.
  • Serve as a Senior or Principal Technical Architect for Analytics migration projects, contributing hands-on technical expertise and architectural leadership at approximately 50% utilization.
  • Serve as Technical Lead for Tableau Next migration workstreams, architecting end-to-end transitions from legacy business intelligence platforms to Tableau Next, including dashboard migration, data source re-architecture, semantic layer design, and governance model design.
  • Design the legacy business intelligence content migration strategy by inventorying, assessing, and prioritizing legacy reports, dashboards, datasets, and calculated fields for migration, retirement, or rebuilding in Tableau Next.
  • Architect the Tableau Next data source framework by designing live connections, published data sources, virtual connections, data policies, and extract schedules optimized for performance and governance.
  • Design the Tableau Next site and governance model, including project hierarchy, permission groups, content certification workflows, data quality warnings, and usage analytics configuration.
  • Own cloud data platform integration architecture by designing connections between Tableau Next and Snowflake, Databricks, BigQuery, Azure Synapse, and Salesforce Data Cloud as analytical data sources.
  • Lead semantic layer and data model migration by translating legacy business intelligence semantic models, Business Objects universe layers, and Cognos subject areas into Tableau Next published data source designs and calculations.
  • Define end-to-end data lineage for analytics objects by mapping source data fields through transformation layers to Tableau Next calculated fields and ensuring business logic equivalence is preserved or improved.
  • Lead functional and technical discovery workshops with client business intelligence, data engineering, and business analytics teams to assess legacy report complexity, data source dependencies, and user adoption patterns.
  • Manage functional depth of source and target systems by maintaining a deep understanding of how legacy business intelligence platform features, including Cognos report types, Business Objects universes, and Power BI DAX measures, translate to Tableau Next capabilities.
  • Serve as a trusted advisor to clients, driving conversations with Chief Data Officers, Analytics leaders, and Enterprise Architects to shape the Tableau Next migration roadmap, data governance strategy, and self-service analytics vision.
  • Establish standards for the Tableau Next migration practice by building reusable dashboard migration templates, data source connection templates, naming convention standards, and governance configuration playbooks as factory accelerators.
  • Lead performance optimization by profiling legacy dashboard performance baselines, designing Tableau Next data extracts and published data sources to meet or exceed baseline performance, and establishing performance monitoring.
  • Lead cutover planning and execution, including legacy business intelligence platform deprecation scheduling, user access migration, Tableau Next URL and bookmark migration for key dashboards, and post-go-live self-service training.
  • Identify and mitigate technical risks proactively, including data source credential migration, calculated field logic parity gaps, row-level security re-implementation, extract refresh service-level agreement continuity, and underestimation of legacy report complexity.
  • Contribute to the Migration Factory by building reusable Tableau Next migration playbooks, dashboard assessment tools, data source templates, and performance benchmarking scripts to reduce wave delivery time.

Desired Qualifications

  • Tableau Certified Architect certification.
  • Salesforce Data Cloud Consultant certification.
  • Snowflake SnowPro Core or Advanced certification.
  • Databricks Certified Associate Developer certification.
  • dbt Analytics Engineering certification.

About the Company

Salesforce

Builds cloud software for customer relationships

Salesforce sells cloud software that helps businesses manage sales leads, customer service, marketing, and online commerce from shared customer records. Its flagship Sales Cloud tracks accounts and deals, while Service Cloud organizes support cases and Agentforce builds AI assistants that act on company data. Teams access these tools through a browser and connect outside apps and data sources, with Slack for work messages and Tableau for visual analysis. Salesforce earns most of its revenue from software subscriptions and support, with professional services for implementation and training. Marc Benioff co-founded Salesforce in 1999, and its headquarters are in San Francisco, California.

Company size
10,001+
Company stage
IPO
Headquarters
San Francisco, CA
Founded
1999

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