CRM -admin

1 week ago


Pune, Maharashtra, India Screen Magic Mobile Media Pvt. Ltd. Full time
Exciting opportunity alert We're hiring for a Salesforce Admin Manager role If you're a

seasoned Salesforce administrator with a knack for optimizing processes and driving business

success, managing a team, we want to hear from you

Essential:

  • Proficiency in Salesforce platform configuration and customization.
  • Understanding of Salesforce data model, including objects, fields, and relationships.
  • Knowledge of Salesforce automation tools such as Process Builder, Flow, and Workflow Rules.
  • Experience with Salesforce Lightning Experience and Lightning App Builder.
  • Ability to create and manage user profiles, roles, permission sets, and sharing rules.
  • Familiarity with Salesforce security best practices and data governance.
  • Understanding of Salesforce integrations with external systems using REST and SOAP APIs.
  • Experience with Salesforce data migration tools and techniques
  • Leadership and team management skills
  • Analytical thinking and problemsolving capabilities
  • Ability to translate business requirements into technical solutions
  • Project management skills to plan, execute, and oversee Salesforce initiatives.
  • Continuous learning and staying updated on Salesforce platform updates and best practices

Desired:

  • Basic Salesforce Developer knowledge, not aspiring a developer role, but creative and
comfortable to drive admin role passionately, by managing a small team

  • Good to have Salesforce Admin, Developer certifications
  • Has worked in product based companies
  • Has worked in startup companies, who understands Saas based startup culture, and its nitty
gritties

A) Key Responsibilities

  • Lead and oversee a team of 34 CRM Analysts, with 30% of the role dedicated to managerial
duties, and the remaining 70% focused on individual contributor responsibilities

  • Salesforce Administration: Creating custom objects, process builder, flows/ workflows, custom
fields, lookups, new page layouts, beautification of page layouts, Hubspot integration with

Salesforce, raise support tickets with Salesforce on critical issues and drive them to closure

  • Access Standardization: Implement and maintain access standardization in Salesforce through
Organization-Wide Defaults (OWD), Profiles, Sharing settings, and Permission Sets.

  • Sales Rep Handover: Manage the smooth transition of Accounts from outgoing sales reps to
their replacements to ensure uninterrupted business operations.

  • Sales Tools Review: Periodically review and assess the usage of sales tools such as MME,
Salesforce, Aircall, etc., ensuring awareness of licenses in hand.

  • Contract Renewal Management: Take ownership of managing and approving contract renewals
when invoices are generated for tools owned by the company.

  • Dashboard Creation: Design and create dashboards to monitor key metrics including Leads,
Opportunities, Revenue, Activities, and Pipeline for sales PODs as required by the Sales

Team/Management.

  • Administration and Support: Administer and provide support for Sales tools, ensuring timely
resolution of user requests and issues.

and implement security measures at the object, field, and record levels.

  • Record Reassignment: Perform Account/Task/Lead/Opportunity/Contact reassignments as
necessary to align with organizational needs.

  • Data Management and Cleanup: Conduct routine Salesforce data management and cleanup
tasks to maintain data integrity and accuracy.

  • Advanced Field Creation: Create and manage various advanced fields such as pick lists, custom
formula fields, field dependencies, automated alerts, and field updates based on business

requirements.

  • Process Optimization: Identify and rectify gaps in Salesforce business processes, working
towards continuous improvement.

  • Documentation:Maintain documentation for new implementations and changes made in
Salesforce configurations.

  • Aircall Task Reassignments: Manage Aircall task reassignments to Sales Reps and create low
balance opportunities in the CRM based on low balance alert inbox, ensuring timely follow-ups.

  • Collaboration with Leadership and

Sales Team:
Collaborate closely with leadership and the

sales team to identify systems, data, or process needs that contribute to revenue growth and

streamline the sales process.

  • Issue Resolution: Own and execute fixes for gaps arising from the reconciliation of reports,
ensuring data consistency and accuracy.

B) Key Result Areas - Mention Metrics (TAT, C-SAT, Quota etc.) not targets i.e. how success is

measured in this role?

  • Effective Team Leadership: Ability to lead a team of CRM Analysts to achieve goals and
objectives.

  • High User Adoption: Ensuring that Salesforce is effectively utilized by all stakeholders, with high
levels of user engagement and satisfaction.

Timely Project Delivery:
Successfully managing Salesforce projects, ensuring they are delivered

on time, and meeting business requirements.

  • Risk Mitigation: Proactively identifying and addressing potential risks related to dat

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