Tableau Data Visualization Consultant

OVERVIEW: We are seeking an independent contractor for Tableau Data Visualization work design and deliver clear, actionable visual insights for Pareto product offerings. SCOPE OF SERVICES: Pareto’s Star & Member Rewards platform is being built on a modern S3 + Iceberg lakehouse, designed to unify large, complex client datasets. Tableau Cloud acts as the visual intelligence layer, turning backend data into client-specific dashboards. Consultant will perform the following services for this discreet engagement: 1. Dashboard Development: Build/refine 14 dashboards using agreed mockups/KPIs. 1. Automated Refreshes: Schedule daily data refresh for each dashboard. 1. Testing & QA: Validate KPIs, visuals, data completeness, and performance. 1. Documentation & Handover: Deliver technical docs, operational guidelines, and conduct knowledge transfer sessions for Pareto Intelligence teams. ANTICIPATED PROJECT DELIVERABLES Upon completing the above defined scope of services, Consultant will deliver a documented summary of the services: Detailed Deliverables 1. Dashboard Development (~14 Dashboards) The Consultant will deliver the following for each dashboard: • Requirements Confirmation o Finalized KPI definitions and calculation logic o Approved wireframes/mockups o Data source mapping document • Dashboard Build o Development of 14 Tableau dashboards aligned to approved designs o Standardized layout, branding, and UX conventions o Implementation of filters, parameters, and drill-down functionality o Optimization for performance (load time, query efficiency) • Data Integration o Connection to approved data sources (e.g., data warehouse, flat files, APIs) o Creation of calculated fields, joins, blends, or extracts as required • Iteration Cycles o Up to 2 rounds of stakeholder feedback and revisions per dashboard • Publishing o Deployment to designated Tableau Server / Tableau Cloud project folders o Assignment of user permissions and access controls 1. Automated Refreshes • Refresh Configuration o Setup of daily scheduled refreshes for all dashboards/data sources o Configuration of Tableau extracts (if applicable) • Monitoring & Reliability o Validation that refreshes jobs complete successfully o Basic error handling and retry configuration (where supported) • Documentation o Refresh schedules documented (timing, dependencies, frequency) o Data latency expectations clearly defined • Handoff o Instructions for modifying refresh schedules post-engagement 1. Testing & Quality Assurance • Data Validation o Reconciliation of KPIs against source systems or agreed benchmarks o Spot-checking data accuracy across dashboards • Functional Testing o Validation of filters, parameters, and interactions o Cross-device/browser compatibility checks • Performance Testing o Dashboard load time benchmarking o Optimization of slow queries or heavy visualizations • User Acceptance Testing (UAT) Support o Facilitation of UAT sessions with stakeholders o Tracking and resolution of defects/issues • QA Deliverables o QA checklist and test cases o Issue/bug log with resolution status 1. Documentation & Handover • Technical Documentation o Data architecture overview (data sources, flows, transformations) o KPI definitions and calculation logic o Tableau workbook structure and design standards • Operational Runbook o Instructions for maintaining dashboards o Troubleshooting common issues (refresh failures, broken connections, etc.) o User access and permission management • Knowledge Transfer o 2 live training sessions (to be recorded) for Pareto Intelligence team o Walkthrough of dashboards, data model, and backend logic • Final Handover Package o All Tableau workbooks (.twb/.twbx) o Supporting files (data dictionaries, mapping docs) o Documentation repository (shared drive or knowledge base) SKILLS & COMPETENCIES • Strong data storytelling and visual design skills • Strong proficiency with product and UX design principles • Ability to communicate insights to both technical and non-technical stakeholders • Ability to manage multiple reporting priorities and deadlines • Collaborative and proactive problem-solving approach • Proficiency Tableau • Strong SQL skills and experience querying relational databases • Strong analytical mindset with attention to detail TIMING Client expects this engagement to be completed within 3 months of the start date. ASSUMPTIONS: • Backend data models and calculations will be ready and tested before dashboard build. • Access to all required datasets is available in Tableau Cloud. • KPI definitions and dashboard designs are agreed before build. COST: Pareto will reimburse Consultant on a time and materials basis. Invoices are to be issued biweekly for payment, inclusive of documentation of work completed / accomplishments. (Hourly Rate ranges from 40.00 - 100.00 per hour. Based on skillsets and experience level)