Salesforce CRM Administrator

2 months ago

Chennai Tamil Nadu, India CUBE Full time

**Role**: Salesforce CRM Administrator

**L**ocation**: Chennai - Hybrid

Recently listed as a "RegTech Top Performer" in Market Fintech's RegTech Supplier Performance Report, CUBE is pioneering the development of machine automated compliance.

We are a global RegTech business defining and implementing the gold standard of regulatory intelligence and change for the financial services industry. We deliver our services through a SaaS platform, powered by an innovative combination of AI and proprietary data ontology, to simplify the complex and everchanging world of compliance for our clients.

At CUBE, we are creating the future and are a company rooted in strong values, team spirit and commitment to our customers and wider communities. We serve some of the largest financial institutions globally and are expanding our footprint very fast. As we do so, we are keen for new talent to join us and realize their full potential to grow into leadership positions within the business.

**Role mission**:
The role of the Salesforce CRM Administrator is to manage and develop our Salesforce CRM platform to enhance our business development and marketing operations, manage existing client relationships and support new clients wins in line with our business strategy. We see this role as an integral part of developing our CRM journey, supporting us from the early stages where we are presently, to being a fully integrated platform within our business. You will be focused on managing and improving data quality and analysis to provide accurate reporting, achieve effective targeting, cross-selling and direct marketing activity. You will be proactive in providing real time reporting so we can make informed decisions and drive improvements to marketing, business development and client management activities and processes.

You will be instrumental in developing and promoting the use of the system with internal stakeholders. Training and supporting the business to use the CRM system will be a key part of this role to ensure it is integrated into our day-to-day operations and is the source of truth for prospect and client data.

You will also lead on CRM projects to support the implementation and ongoing development of our CRM strategy, this may include data and process improvement projects, system integration projects or the implementation of third-party systems to enhance our CRM capabilities.

**Responsibilities**:

- Subject matter expert for best practice implementation and ongoing development and management of our Salesforce CRM and CPQ
- Manage pipeline data to ensure it is accurate and relevant through regular reporting checks and analysis
- Oversee cleansing of contact data and undertake data upload activities, ensure data is correctly structured and accurate within the system
- Maintain price books
- Produce regular reporting for the Business Development, Customer Success teams, Finance and Senior Management, delivering self-service reporting where appropriate
- Be the go-to CRM and CPQ person within the business, training colleagues to use our CRM system effectively, ensuring they are correctly entering data into the CRM and there are appropriate system controls and processes
- Manage user guides and processes to support the effective use of our CRM and CPQ system
- Manage system licence allocations, access and permissions. Monitoring user usage and licence costs against budget.
- Ensure the database is segmented effectively for targeted business development, marketing and reporting activities
- Manage and develop our data quality framework to improve our data accuracy
- Lead or be an active member on CRM integration, migration and automation projects to enhance our CRM capability
- Work with internal stakeholders, system owners and third-party consultants to ensure the optimal flow of information and content between systems including ensuring all Information Security and other technology requirements are accommodated.
- Work with key stakeholders in the business to harmonise processes, systems, ways of working and CRM inputs to facilitate maximum value from CRM and associated reporting. This includes the Business Development, Marketing, Customer Success, Customer Service and Finance teams

**What **we’re looking for**:

- An experienced Salesforce CRM Administrator who has previously worked for a Global SaaS business
- Experienced user and administrator of Salesforce CPQ
- Implementation of Salesforce CPQ and best practice processes with good understanding of how effective use of a CRM and CPQ system can support business growth
- Experience or an awareness of other third-party platforms that will support with lead generation, relationship intelligence, CRM data automation and customer insights such as HubSpot, Freshdesk, Gainsight, Gong etc
- A track record in overseeing Salesforce CRM / CPQ related integrations, migrations and automations
- Attention to detail, with an ability to work with large amounts of records, ident

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