Salesforce Data Associate

3 weeks ago

Gurgaon, India Jacobs Full time

Our People & Places Solutions business - reinforces our drive to improve the lives of people everywhere and epitomizes the "why" of what we do - the tremendous positive impact and value our solutions bring to our communities and society as a whole. From facilities delivering life-saving therapies and ensuring clean water to enabling the connection of people through all modes of transportation and providing access to technology - we're integrating a multitude of these solution elements to build the smart environments of tomorrow._
- Start your Jacobs career with a company that inspires and empowers you to deliver your best work so you can evolve, grow and succeed - today and into tomorrow._

**Your Impact**: Key Duties and Responsibilities**
- Serve as a Salesforce Point of Contact (POC) for making diligent dashboards and reports for a Line of Business [LOB].
- Manage Salesforce momentum booking administrative functions
- Ability to make lenses and dashboards in Einstein Analytics.
- Liaise closely with our Finance, Sales and Sales Operations teams to establish suitable outcomes to development, and amend financial data
- Effectively act as the liaison between our Salesforce user Sales community & wider stakeholders
- Work independently with members of the user community.
- B&P & Review Approvals in Salesforce (includes checking Account status (ANZFOCUS approved etc)
- Reviews completed (for B&P approvals) & active Opportunity, dates, correct approvers as per Delegated Level of Authority etc.
- Ops Bookings including monthly bulk upload (collate weekly reports from India into 1 file, distribute, follow up and coordinate monthly bulk upload & manual entry as required).
- Provide updates to Executive Team & help follow up GM bookings on a monthly/Quarterly basis.
- ANZ Data Steward + Pipeline: overdue opportunities, data maintenance etc. (overdue opportunities, inactive account leads, correct GID splits, TCD/PSD alignment, B&P spend, confidential opp request, verifying new Accounts).
- Send weekly report
- ANZ Salesforce Chatter requests
- Dashboard & Reports (maintaining/refreshing, requests, exporting reports when requested)

ASIAID

**Here’s What You’ll Need**: Skills Required**
- Excellent attention to detail and a positive attitude
- Demonstrated ability to meet deadlines
- Must demonstrate excellent verbal and written communication skills in English
- Must demonstrate ability to communicate effectively at all levels of the organisation
- Ability to critically evaluate information gathered from multiple sources and reconcile conflicts
- A proactive attitude to platform enhancements
- Designing scalable, best practice solutions
- Excellent relationship-building skills
- Ability to liaise with stakeholders at all levels
- Translating requirements into technical solutions
- Experience in change management and governance
- Training end users and key stakeholders
- Technical documentation
- Available and responsive to questions
- Experience implementing Salesforce configuration changes, including (but not limited to): Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards and reports
- Demonstrates continued personal/professional development
- Active in the Salesforce community

**Preferred Experience**
- 3-5 years’ experience on Salesforce platform
- Other Client Relationship Management (CRM) experience also preferred
- Understanding of Salesforce best practices and in-built functionality
- Strong data management abilities
- A demonstrated ability to understand and articulate intricate financial data

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