Salesforce Customer Success Dashboard & Reporting Specialist Needed

Salesforce Customer Success Dashboard & Reporting Specialist Needed We currently use Salesforce and are looking for an experienced Salesforce specialist to help us improve our Customer Success reporting, dashboards, account visibility, and onboarding tracking. The goal is to make Salesforce more useful for our Customer Success team by adding the right fields, logic, dashboards, filters, and reporting views so we can manage customer accounts more proactively. ## What We Need We need someone who can help us: ### 1. Improve Customer Success Dashboards Create and improve dashboards that give the Customer Success team clear visibility across all customer accounts. The dashboards should be intuitive, easy to navigate, and designed around how a Customer Success team actually works day to day. We want visibility into areas such as: * Customer account ownership * Accounts at risk * Strategic accounts * Renewal timelines * Last customer engagement * Onboarding progress * Customer health * Key account activity * Leadership-level account visibility ### 2. Add New Salesforce Fields and Logic We need support adding new fields, formulas, filters, and reporting logic inside Salesforce. Examples of fields and logic we may need include: * Account owner * Strategic account flag * At-risk status * At-risk reason * Renewal date * Days until renewal countdown * Last engagement date * Days since last engagement * Engagement status flag * Customer health indicators * Onboarding stage * Onboarding milestone status * Next onboarding milestone * Delayed onboarding flag * Project delivery status ### 3. Build Onboarding Milestone Tracking Our onboarding process is milestone-based, and we want to track project delivery milestones clearly inside Salesforce. We need a clean way to track: * Each onboarding step or milestone * Milestone owner * Target completion date * Actual completion date * Current milestone status * Delays or blockers * Next action * Overall onboarding progress * Time spent in each stage * KPIs connected to onboarding performance The aim is to give us clear visibility into whether onboarding is on track, delayed, or at risk. ### 4. Create Leadership Dashboards We also need leadership dashboards that give a clear view across our customer base. These dashboards should help leadership quickly understand: * Which accounts are at risk * Which accounts are strategic * Which accounts are approaching renewal * Which accounts have had no recent engagement * Which onboarding projects are delayed * Which CSM owns each account * Overall customer health across the book of business * Key risks, trends, and areas that need attention ### 5. Improve Filtering and Reporting We need dashboards and reports that can be filtered by: * Account owner * Customer Success Manager * At-risk accounts * Strategic accounts * Renewal period * Onboarding stage * Customer health * Last engagement date * Account segment ## Ideal Experience The ideal person will have experience with: * Salesforce administration * Salesforce reports and dashboards * Salesforce custom fields and formula fields * Customer Success reporting * Renewal and customer health dashboards * Onboarding/project milestone tracking * Salesforce automation or flow logic * Executive/leadership dashboard design * Clean, user-friendly dashboard layout Experience working with SaaS businesses or Customer Success teams would be a strong advantage. ## Expected Outcome By the end of the project, we want Salesforce to give us much stronger visibility across our customer accounts, onboarding progress, renewal risk, and Customer Success activity. The final setup should help us: * See which accounts need attention * Track onboarding delivery clearly * Identify renewal risk earlier * Monitor customer engagement * Give leadership better account visibility * Help the CS team work more proactively