Delivery Lead/ Delivery Manager-Salesforce Admin

1 week ago

Gurgaon, Haryana, India Acuity Knowledge Partners Full time
Acuity Knowledge Partners
Acuity Knowledge Partners is a leading provider of high-value research, analytics and business intelligence to the financial services sector.

We serve a wide array of clients ranging from asset & private wealth managers, investment banks, commercial banks, private equity & venture capital firms, brokerages & trading firms, consulting companies and more.

For more details, please visit Title- Delivery Lead / Delivery Manager
Experience Level- 8+ Years
Department-Sales Operations
Location-Gurugram
Position reports to-Associate Director - GSO

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 team member, individual should be able to understand the existing system setup, suggest best practices / process improvement solutions aligned with the company's CRM objectives and further provide solutions with clear CRM ownership.

Job 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 daytoday 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. 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
  • 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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