Software Engineering Lead - Salesforce CRM Analytics, Tableau, PowerBI

Requisition Number: 2356164
Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together.
We are seeking a Senior CRM Analytics & Data Cloud Developer to design, build, and operationalize analytics and AI-enabled insights across the Salesforce ecosystem. This role is analytics-led, with deep hands-on ownership of CRM Analytics (CRMA) and Salesforce Data Cloud, and light Salesforce platform development to support analytics activation and integration.
The ideal candidate excels at building business-ready dashboards and datasets, understands data maturity and unified data models, and has experience embedding Einstein AI insights directly into analytics and Salesforce workflows.
Primary Responsibilities:

• CRM Analytics (CRMA) - Primary Focus
  • Design, build, and maintain enterprise CRMA dashboards and analytics apps
  • Develop and manage CRMA datasets, recipes, and semantic layers
  • Translate business questions into KPIs, metrics, and actionable insights
  • Optimize dashboard performance, usability, and scalability
  • Partner with stakeholders to validate metrics and ensure business adoption
• Salesforce Data Cloud Development
  • Build and manage Data Cloud data streams, data model objects (DMOs), and calculated insights
  • Leverage unified profiles and identity resolution outputs to power analytics and AI use cases
  • Ensure Data Cloud datasets are analytics-ready for CRMA and Einstein
  • Collaborate with data engineering teams consuming Snowflake-based Gold datasets
• AI & Einstein Enablement
  • Implement Salesforce Einstein capabilities (e.g., Einstein Discovery, predictive insights in CRMA)
  • Embed AI outputs directly into dashboards and Salesforce user experiences
  • Support explainability, validation, and trust of AI-driven insights
  • Partner with governance and business teams to operationalize AI responsibly
• Data Architecture & Maturity
  • Apply understanding of medallion data architecture (Bronze / Silver / Gold)
  • Consume Gold-layer, curated datasets for analytics and AI
  • Recognize when data maturity is insufficient for advanced analytics or AI and escalate appropriately
  • Avoid embedding complex business logic directly in dashboards when it belongs upstream
• Salesforce Platform Development (Secondary)
  • Perform light Salesforce platform development to support analytics activation, including:
    • Apex (as needed)
    • Flows and automation
• Custom objects or metadata supporting analytics use cases
• Collaborate with Salesforce developers to integrate analytics and AI into the CRM experience
• Technology Stack: Snowflake, Salesforce, Salesforce Data Cloud, CRM Analytics (CRMA), Einstein
• Comply with the terms and conditions of the employment contract, company policies and procedures, and any and all directives (such as, but not limited to, transfer and/or re-assignment to different work locations, change in teams and/or work shifts, policies in regards to flexibility of work benefits and/or work environment, alternative work arrangements, and other decisions that may arise due to the changing business environment). The Company may adopt, vary or rescind these policies and directives in its absolute discretion and without any limitation (implied or otherwise) on its ability to do so

Required Qualifications:

• Bachelor's degree or equivalent experience
• 6+ years of experience in CRM Analytics / BI development
• Solid hands-on experience with Salesforce CRM Analytics (CRMA)
• Experience developing solutions using Salesforce Data Cloud (D360)
• Proven experience implementing Einstein AI within analytics or Salesforce workflows
• Solid SQL skills and experience working with analytics datasets
• Solid understanding of data modeling, data maturity, and analytics best practices

Preferred Qualifications:

• Experience working with Snowflake as an analytics data source
• Python experience for analysis or automation
• Experience with Salesforce platform development (Apex, Flows)
• Experience in healthcare or other regulated data environments
• Familiarity with AI governance, explainability, and bias considerations

At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.