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Salesforce Reporting Specialist

Toronto, ON · Computer/Software
Our client is looking for a  Salesforce expert who thrives on transforming business requirements into actionable insights. You​ are someone who knows the platform inside-out, understands how to tell a story with data, and enjoys empowering teams to make data-driven decisions.

Key Responsibilities

  • Design & Develop Reports and Dashboards: Build and maintain custom Salesforce (Sales Cloud) reports and dashboards that align with evolving business priorities.
  • Ensure Data Quality: Validate data accuracy, maintain consistent naming conventions, and implement reporting best practices to ensure trusted insights.
  • Collaborate Across Teams: Partner with global reporting teams, business leaders, and end users across Marketing, Operations, and Client Services to translate reporting needs into clear, effective solutions.
  • Leverage Power BI: When needed, use Power BI to create supplemental visualizations using Salesforce and external data sources.
  • Enable Users: Provide user guidance, brief training sessions, and documentation to promote self-service reporting and enhance data literacy across the team.
  • Consult and Advise: Act as a trusted reporting expert during the engagement — coaching team members and recommending improvements to data and reporting processes.

Qualifications

  • Bachelor’s degree in Business, Information Systems, Data Analytics, or a related field (preferred).
  • 5+ years of hands-on Salesforce Sales Cloud experience, with a focus on advanced reporting and dashboard creation.
  • Solid understanding of Sales Cloud objects and relationships (Leads, Opportunities, Accounts, etc.).
  • Proven ability to translate business questions into insightful, data-driven reports.
  • Experience using Power BI or similar tools for cross-platform reporting.
  • Salesforce Administrator or Business Analyst certification (asset).
  • Experience in a professional services or consulting environment (asset).
  • Strong communication, collaboration, and stakeholder management skills.
  • Detail-oriented, analytical, and proactive problem-solver able to adapt to shifting priorities.

 

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