Salesforce CRM Analytics Practice Lead
Lewisville, TX
Project Delivery – Project Delivery /
Full-Time /
Remote
POSITION OVERVIEW
As a Salesforce CRM Analytics Practice Lead at Coalescence Cloud, you will lead the design and development of advanced analytics solutions across Salesforce CRM Analytics (CRMA), Data Cloud, and Agentforce. In this pivotal role, you’ll be hands-on in crafting scalable solutions, building proof-of-concepts, and partnering with both internal and external stakeholders to deliver meaningful, data-driven insights. You’ll contribute across the project lifecycle, from pre-sales strategy through post-sales execution, while laying the foundation for a growing practice.
This role offers a clear path to evolve into a Director of Salesforce Analytics, AI & Insights, with the autonomy to shape the vision, tools, and team behind our analytics and AI strategy. As Practice Lead, you’ll blend technical leadership with strategic foresight—mentoring talent, setting delivery standards, and establishing Coalescence as a trusted expert in the Salesforce analytics ecosystem. You'll work closely with executive leadership to build a practice that is as innovative as it is impactful.
RESPONSIBILITIES
- Actively design and implement advanced analytics solutions using CRMA and Salesforce Data Cloud.
- Develop dashboards, datasets, dataflows, and proof-of-concepts to demonstrate business value and platform capabilities.
- Serve as technical advisor and escalation point for complex analytics and integration challenges across projects.
- Establish and lead Coalescences' Salesforce Analytics, AI & Insights practice, with initial focus on CRM Analytics, Data Cloud, and Agentforce.
- Define practice standards, delivery frameworks, and technical accelerators to support consistent, high-quality execution.
- Partner with Sales, Marketing, and Executive Leadership to support go-to-market planning, pre-sales solutioning, and pipeline development.
- Assist in the interview process, onboard, and mentor a growing team of consultants and analysts specializing in Salesforce analytics and AI.
- Provide technical and professional development coaching to support career growth within the practice.
- Stay current on Salesforce’s evolving analytics, AI, and Data Cloud roadmap, ensuring the practice adapts to new features and market trends.
- Create internal and external thought leadership content, including blogs, whitepapers, and solution showcases.
- Represent Coalescence at Salesforce events, user groups, and partner forums.
REQUIREMENTS
- 6+ years of hands-on Salesforce experience primarily focused on CRM Analytics (CRMA / Tableau CRM / Einstein Analytics).
- Proven experience leading solution design and delivery for complex Salesforce analytics and data projects.
- Deep understanding of dataflows, datasets, recipes, bindings, and dashboard optimization in CRMA.
- Familiarity with Salesforce Data Cloud ingestion, unification, and activation processes.
- Experience with prompt building, Agentforce, and grounding techniques.
- Strong communication skills with experience in pre-sales, client presentations, and cross-functional collaboration.
Preferred
- Hands-on experience with Salesforce Data Cloud, including identity resolution, ingestion, and activation.
- Familiarity with Agentforce, Prompt Builder, and grounding techniques.
- Salesforce certifications including: CRM Analytics & Einstein Discovery Consultant, Data Cloud Consultant, Agentforce Specialist, Data Architect.
- Prior leadership experience in a consulting or delivery practice environment.
$170,000 - $200,000 a year
Note: This job description is not intended to be all-inclusive. The employee may perform other related duties as negotiated to meet the ongoing needs of the organization.
COMPANY OVERVIEW
Coalescence Cloud is a premier data and analytics Systems Integration partner to Salesforce and Certina. We are dedicated to streamlining and enhancing our customers’ journey to process automation, focusing on delivering their desired outcomes.
We harmonize data across that entire customer journey—from opportunity to renewal—leveraging our expert delivery teams to provide cutting-edge advice and solutions.
Our team believes that data is the bedrock of power business technologies—from consulting on an appropriate tech-stack, to implementation and managed services,we are committed to client-centric guidance that emphasizes revenue growth, cost savings and risk mitigation.
At Coalescence Cloud, we operate with the values of Guidance, Collaboration, Excellence, Sustainability, Innovation. These principals structure the way we interact with our clients, partners, and teams—supporting every interaction with integrity and commitment.
BENEFITS
Medical, Vision, Dental, and Life insurance plans
Company HSA Contribution
PTO and Holiday: 12 PTO days, 6 sick leave days, and 11 Paid Holidays
Inclusive Maternity and Paternity leave policies
Utilization Bonus
One-time Certification Bonuses
401k Management
GymPass (Now WellHub) Membership
Compensation Statement
Compensation at Coalescence Cloud Consulting varies depending on various factors, such as role, skill set, and level of experience. As required by local law, we have provided above a reasonable range of compensation for the role described. Please note that salary ranges are subject to change and are not intended to be the only factor considered when making hiring decisions. We also offer a comprehensive benefits package which includes health insurance, retirement plans, paid time off, and other perks.
What We Believe
At Coalescence Cloud Consulting, we are committed to building a diverse and inclusive workforce where everyone feels valued, respected, and empowered. We believe that diversity is essential to our success and helps us better serve our clients and communities.
Equal Employment Opportunities
Coalescence Cloud Consulting is an Equal Opportunity Employer. We believe that every individual should be treated with respect and dignity regardless of their age, disability, ethnicity, gender, gender identity and expression, religion, or sexual orientation.
We do not discriminate against employees or applicants on the basis of their age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status, or any other protected status as provided by federal, state, or local law.
Coalescence Cloud Consulting is committed to providing equal employment opportunities to our service men and women, including veterans.
Requesting Accommodations
Coalescence Cloud Consulting is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodations. If you require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
Other Employment Statements
Coalescence Cloud Consulting prohibits discrimination or retaliation against employees who have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
