About Sertus

We are a small, woman-owned, BIPOC-owned Salesforce, Tableau and data consulting practice. Our mission is to support non-profits and small businesses in building fast, reliable, technology-driven solutions to get the information they want, when and how they want it. We figure out the metrics that matter to increase and demonstrate an  organization’s outcomes and impact. We believe that technology can and should be used as a tool for good, which motivates our way of working and the clients we work with.

Freelance Tableau Dashboard Consultant

Position Overview

We are seeking a talented and experienced freelance consultant to join our team and help our clients not only create interactive and insightful Tableau dashboards but also to understand and leverage the full potential of Tableau for maximum return on investment (ROI). The ideal candidate will have a strong background in data visualization, requirements gathering, dashboard development, and user training.

This is a freelance, project-based role with an estimated workload of approximately 10- 15 hours per week, including meeting time, for each client or project. This position is fully remote. The consultant will work closely with our clients and internal team to deliver Tableau dashboards that drive business value and insights while also empowering our clients to fully leverage Tableau’s capabilities, including Tableau Prep, for maximum ROI. The hourly rate for this position is $75/hour.

Position Responsibilities

The Freelance Tableau Dashboard Consultant will:

● Collaborate with Sertus project teams and clients to understand their specific data visualization needs and requirements.
● Conduct meetings with stakeholders to gather information and requirements.
● Produce mockups and prototypes of dashboards to ensure alignment with client expectations.
● Connect and integrate multiple data sources, including Salesforce data, to create comprehensive dashboards.
● Utilize Tableau Prep to clean, shape, and combine data from various sources for use in Tableau dashboards.
● Design and develop interactive and visually appealing Tableau dashboards that effectively communicate key insights and metrics.

● Ensure dashboards are optimized for performance and user experience.
● Provide guidance and recommendations to clients on best practices for data visualization and dashboard design.
● Deliver high-quality, error-free dashboards within agreed-upon project scope and timelines.
● Conduct training sessions and workshops to help clients understand Tableau’s features, functionalities, and best practices, including the use of Tableau Prep.
● Provide ongoing support and guidance to ensure clients are maximizing the value of their Tableau investment.

Requirements

You will be successful in this role if you are highly motivated, organized, driven and
detail-oriented and have:

• A passion for harnessing the power of technology to transform an organization.
• Strong proficiency in Tableau Online, Tableau Desktop, Tableau Prep, and understanding of data visualization best practices.
• At least 5 years of Tableau experience and demonstrable knowledge of developing Tableau dashboards, using Tableau Prep, and conducting Tableau training for clients or within an organization; certifications a plus but not required
• A working knowledge and interest in the nonprofit sector and its unique challenges
• Expertise in connecting and working with Salesforce data.
• At least 5 years of consulting/business analysis experience – the ability to understand challenges and business problems and develop solutions with clients is critical to this role
• Expertise in requirements gathering and translating business needs into effective dashboard solutions.
• Ability to work with multiple data sources and create data blends or joins as necessary.
• Excellent communication, presentation, and interpersonal skills for collaborating with clients and project teams and delivering engaging training sessions.
• Passion for teaching and helping others develop their data visualization skills.
• Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage laterally and upwards towards successful completion of a project
• An interest in working in a small, collaborative, supportive team structure
• Proficiency in Google Workspace tools (Google Docs, Google Sheets, etc.)
• Proficiency in ClickUp as a project management tool is a plus

About You

This position is right for you if:

• You are committed to working in the social sector and open to learning how to apply an equity lens to your work.
• You do not have a full-time position elsewhere.
• You are looking to work as a part of a growing team, and learn about our clients and their missions, and want the flexibility to work remotely, work independently with a high level of trust.
• You are happy working as a long-term 1099 independent contractor for Sertus while also contributing to the growth of the team and the organization as a whole.
• Are based in the U.S.
• Align with our values and commitment to diversity, equity and inclusion as outlined below.

If you are interested in applying, please submit your resume and tell us a little bit about yourself and your interest in this position to hello@sertuspartners.com.

Our Commitment to Diversity, Equity, and Inclusion

As a women and BIPOC-owned company in the tech space, we know first-hand the importance of including a diversity of voices and experiences in building and advising on the strategic use of technology, even more so when that technology is meant to help amplify those working toward social justice and impact. In that, we strive to not only hire according to these values, but to uphold values, practices and ways of working that make technology itself more accessible to all, and that disrupt traditional consulting models that are deficiency-based rather than strengths-based and co-creative. We strive to work in a way that allows us to iterate and continually evaluate whether we are meeting clients where they are and evaluate the impacts of our work.

The Sertus “WAY” is:

• Honest
• We prioritize upfront, consistent, and honest communication with both clients and team members.
• We openly discuss costs, challenges, strengths, and deliverables to foster transparency and trust.
• We cultivate an environment where our team of independent experts openly communicate and share best practices.
• Outcomes-Driven
• We are laser-focused on the outcomes our clients will experience and the emotions they will feel as we build their solutions.
• We proactively provide recommendations to clients, constantly seeking ways to improve their systems and their experience with us.
• We are committed to understanding the big picture and the nuances of each client team and their processes; delivering the value that they care about most, paying attention to how our work affects their mission and has a meaningful impact.
• Purposefully Efficient
• We focus our time on creating transformation, not on reporting updates on hours/work done.
• We are prepared for and follow through on every interaction to make the most use of everyone’s time.
• We prioritize efficiency, scale, and continuously question any task that may seem like unnecessary “busy work.”
• Accessible
• We use plain talk,  no jargon/consultant speak.
• We don’t ask clients to sign up for our tools and platforms to work with us, we use theirs because we are here to make things easier for them.
• We consider the diverse learning needs of our clients and team members, fostering an inclusive environment.
• We believe in the importance of ongoing training and evaluation, recognizing that they are critical for our continued success as well as that of our clients.
• We have a multi-lingual team to better serve clients from different backgrounds and language preferences.