Director, Technical Consulting (Salesforce & Tableau Next)
Salesforce · Bengaluru
- Posted
- 26 days ago
- Experience
- 15+ yrs
- Pay
- Not stated
About the job
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Job Category Customer Success Job Details
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Salesforce is currently seeking a Director,Technical Consulting (Tableau Next) to join our Global Delivery Centre (GDC) team. We are looking for an experienced professional services leader who has experience in scaling professional services delivery centers across the world.
In addition The Director — Tableau Next is an execution-focused technical leader responsible for designing and delivering migrations from legacy Business Intelligence and reporting platforms (Cognos, Business Objects, MicroStrategy, Power BI, Looker, legacy Tableau Server) to Tableau Next. As a foundational member of the Strategic Migration CoE and Migration Factory, you will act as primary technical authority for the Tableau Next track — owning the solution design, data architecture, subscriber migration strategy, journey migration blueprint, and Data Cloud unified profile design. You will be owning the analytics platform architecture, legacy BI content migration strategy, data source re-architecture, governance model design and Tableau Next feature adoption roadmap.
You will combine deep Tableau expertise with strong data engineering and cloud data platform knowledge to ensure that dashboards, data sources, calculated fields, permissions and governance structures are migrated with full fidelity, improved performance and accelerated time-to-insight for the client's business users. This role is of people leader and 50% billable role, you will work with our customers and partners as a senior technical architect/program architect/CTO to solve critically important business challenges using Salesforce’s Cloud.
Responsibilities:
- Lead a team of up to 8 direct reports, comprising Architects and potentially Managers, providing technical direction, mentorship, and performance leadership.
- Serve as a Senior/Principal Technical Architect for Analytics migration projects, contributing hands-on technical expertise and architectural leadership at approximately 50% utilization.
- Serve as the Technical Lead for Tableau Next migration workstreams, architecting the end-to-end transition from legacy BI platforms to Tableau Next — including dashboard migration, data source re-architecture, semantic layer design and governance model.
- Design the legacy BI content migration strategy — inventorying, assessing and prioritising all legacy reports, dashboards, datasets and calculated fields for migration, retirement or rebuild in Tableau Next.
- Architect the Tableau Next data source framework — designing live connections, published data sources, virtual connections, data policies and extract schedules optimised for performance and governance.
- Design the Tableau Next site and governance model — including project hierarchy, permission groups, content certification workflow, data quality warnings and usage analytics configuration.
- Own the cloud data platform integration architecture — designing connections between Tableau Next and Snowflake, Databricks, BigQuery, Azure Synapse and Salesforce Data Cloud as analytical data sources.
- Lead the semantic layer and data model migration — translating legacy BI semantic models, universe layers (Business Objects) and subject areas (Cognos) into Tableau Next published data source designs and calculations.
- Define end-to-end data lineage for all analytics objects — mapping source data fields through transformation layers to Tableau Next calculated fields, ensuring business logic equivalence is preserved or improved.
- Lead functional and technical discovery workshops with client business intelligence, data engineering and business analytics teams to assess legacy report complexity, data source dependencies and user adoption patterns.
- Manage the functional depth of Source vs. Target systems — maintaining deep understanding of how legacy BI platform features (Cognos report types, Business Objects universes, Power BI DAX measures) translate to Tableau Next capabilities.
- Serve as a Trusted Advisor to the client, driving conversations with CDOs, Analytics leaders and Enterprise Architects to shape the Tableau Next migration roadmap, data governance strategy and self-service analytics vision.
- Establish best-in-class standards for the Tableau Next migration practice — building reusable dashboard migration templates, data source connection templates, naming convention standards and governance configuration playbooks as factory accelerators.
- Lead performance optimisation — profiling legacy dashboard performance baselines, designing Tableau Next data extracts and published data sources to meet or exceed baseline performance, and establishing performance monitoring.
- Lead cutover planning and execution — including legacy BI platform deprecation scheduling, user access migration, Tableau Next URL/bookmark migration for key dashboards and post-go-live self-service training.
- Identify and mitigate technical risks proactively — data source credential migration, calculated field logic parity gaps, row-level security re-implementation, extract refresh SLA continuity and legacy report complexity underestimation.
- Contribute to the Migration Factory by building reusable Tableau Next migration playbooks, dashboard assessment tools, data source templates and performance benchmarking scripts to reduce wave delivery time.
Experience Requirements:
- 18+ years of experience leading Salesforce technical consulting projects and handling as individual contributors.
- 8+ years of people management experience
- Strong application design skills combined with strong data, integration, and security architecture skills
- Demonstrated experience migrating large BI content estates (500+ reports/dashboards) from legacy platforms to Tableau.
Salesforce & Platform Certifications:
- Tableau Certified Architect (Preferred)
- Tableau Certified Data Analyst (Required)
- Salesforce Certified CRM Analytics and Einstein Discovery Consultant (Required)
- Salesforce Data Cloud Consultant (Preferred)
- Snowflake SnowPro Core or Advanced (Preferred)
- Databricks Certified Associate Developer (Preferred)
- dbt Analytics Engineering Certification (Preferred)
Cross Cutting Qualifications:
- Proven expertise in executing complex data migrations — multiple end-to-end migration projects from legacy systems to Salesforce or vice versa.
- Integration Architecture (Must Have): Understanding of how data flows between systems and the mechanisms for high-volume data transport.
- Data Architecture & Management (Must Have): Expertise in ERD design, data cleansing, managing high volumes of data and Large Data Volume (LDV) strategies.
- Platform Security (Must Have): Knowledge of data encryption, field-level security, Shield and compliance-aligned data movement during migration windows.
- Identity & Access Management (Must Have): Understanding of user migration, permission set mapping, SSO and visibility model design.
- Sharing & Visibility (Must Have): How migrated data will be secured and accessed post-deployment.
- Platform Development (Must Have): Proficiency in Apex, Async Design, Governor limit, LWC components and Salesforce Flows.
- Excellent communication skills — ability to articulate complex migration strategies to both technical teams and C-suite business stakeholders.
- Ability to work in a factory delivery model — reusing and contributing to shared accelerators, playbooks and templates across concurrent wave teams.
- Proven ability to analyze, design, and optimize business processes via technology and integration
- Resourceful and innovative thinker who can work through and solve problems
- Adept at navigating/mediating conflict and fostering healthy dialogue
- Exceptional analytical skills - experience overseeing and managing business metrics, productivity, and outcomes
Unleash Your Potential When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best , and our AI agents accelerate your impact so you can do your best . Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.
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