Delivery Lead/ Delivery Manager
2 weeks ago
- Acuity Knowledge Partners
Acuity Knowledge Partners (Acuity) is a leading provider of bespoke research, analytics and technology solutions to the financial services sector, including asset managers, corporate and investment banks, private equity and venture capital firms, hedge funds and consulting firms. Its global network of over 6,000 analysts and industry experts, combined with proprietary technology, supports more than 500 financial institutions and consulting companies to operate more efficiently and unlock their human capital, driving revenue higher and transforming operations. Acuity is headquartered in London and operates from 10 locations worldwide.
The company fosters a diverse, equitable and inclusive work environment, nurturing talent, regardless of race, gender, ethnicity or sexual orientation.
Acuity was established as a separate business from Moodys Corporation in 2019, following its acquisition by Equistone Partners Europe (Equistone). In January 2023, funds advised by global private equity firm Permira acquired a majority stake in the business from Equistone, which remains invested as a minority shareholder.
For more information, visit www.acuitykp.com
Basic Information
Position Title - Delivery Lead/ Delivery Manager
Experience Level - 8+ years
Department - Sales operations
Location - Gurgaon
Position reports to - Associate Director-GSO
We are looking for candidates who can join us on an immediate basis.
JOB PURPOSE
Acuity is looking to hire an experienced Salesforce Administration Professional who would be a part of its Sales Operations team. He / She would play a vital role in owning / managing salesforce CRM and providing end to end administrative solutions, constantly improving and enhancing our existing CRM processes, UI/UX, Reporting & Dashboarding and further promote adoption. As a critical salesforce.com team member, individual should be able to understand the existing system setup, suggest best practices / process improvement solutions aligned with the companys CRM objectives and further provide solutions with clear CRM ownership.
KEY RESPONSIBILITIES
- - Identifying and gathering user requirements and suggest best practices and scalable solutions for better user experience.
- - All tasks related to user license management – new user setup, deactivation, profile permission, sharing rules etc.
- - Salesforce configuration changes including – workflows, assignment rules, role hierarchy, approval processes, basic trigger, page layouts, process builder, sharing settings and dashboards and reports etc.
- - Liaise with Sales, Finance and Delivery owners to prepare the various reports in a timely and accurate manner
- - Frequent Org health checkup to identify underutilized or unused platform features. Doing security reviews and updating any new versions of different tools, certificates etc.
- - Liaising with stakeholders to understand their user experience and taking feedback for system upgradation. Drafting and executing the plan to implement the required changes.
- - Owning CRM data management process to improve data quality. Responsible for data management, data migrations (Via Data loader), data security, and data backup process.
- - Check user adoption and constantly working on automations of processes for better user experience.
- - Provide day-to-day support and problem resolution, including managing bug/feature request queue, troubleshooting and escalating issues when needed, and documenting and improving processes.
- - Providing training and required support to new joiner. Also, proactively communicating with users regarding new features implemented.
- - Maintain and update Salesforce related documents including design and technical document, User Manual etc.
- - Liaise with the AMC vendor for ongoing issue resolution, testing and platform improvement.
- KEY COMPETENCIES
- - 8+ years of experience as Salesforce Administrator, should have experience on Sales Cloud. Salesforce.com. Any CRM related project management would be an added advantage.
- - Bachelor / Post graduate degree is a must.
- - Salesforce CRM Administration certification is a mandatory requirement. Any other certification e.g. Advanced Administrator will be an added advantage.
- - Will be positive to have fair understanding related new developments and enhancement requirements within Salesforce.com.
- - Possess exceptional verbal and written communication skills as well as the ability to communicate effectively at all levels of the organization so strong stakeholder management is a must.
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