Salesforce CRM Analytics (CRMA) Consultant - Client Reporting Enhancement

Job Title Salesforce CRM Analytics (CRMA) Consultant - 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. We're looking for an expert Salesforce CRM Analytics (CRMA) Consultant to lead a critical reporting project for our Client Services Team. About The Role We'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. 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 ≥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