Madison Ave Consulting
Salesforce CRM Analytics (CRMA) Consultant - Client Reporting Enhancement
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Design and automate dashboards in Salesforce CRM Analytics for client reporting, enhancing visibility for stakeholders and ensuring training and documentation for usability.
Job Title
RequirementsResponsibilities
BenefitsWhy Madison Ave Consulting?
Salesforce CRM Analytics (CRMA) Consultant – Client Reporting Enhancement
LocationRemote (US-based)
Employment TypeContract (with potential extension)
About Madison Ave ConsultingMadison Ave Consulting is a Salesforce consulting partner specializing in innovative solutions for clients across industries. We’re looking for an expert Salesforce CRM Analytics (CRMA) Consultant to lead a critical reporting project for our Client Services Team.
About the RoleWe’re 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.
RequirementsResponsibilities
- 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.
- 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.
- 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.
- Salesforce CRM Analytics (CRMA) certification(s).
- Experience with professional services KPIs and reporting in Salesforce CRMA.
- Consulting background delivering Salesforce CRMA dashboards to clients.
- Complete elimination of Cloud4J through Salesforce CRMA.
- Dashboards delivered with ≥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.
BenefitsWhy 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
Top Skills
Email
Salesforce Crm Analytics (Crma)
Slack
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