Business Consultant
3 days ago
Designation - Business Consultant (Salesforce & ERP)
Experience - Mini 6+ years
Salary Budget - up to 25 LPA
Job Location - Bangalore (Remote)
Job Timings - U.K. Shift (03:00 PM IST to 12:00 AM IST)
About the role
We are seeking a skilled Business Consultant with extensive experience in configuring and managing Customer Relationship Management (CRM) systems, particularly Salesforce, ERPs. The ideal candidate will have a consultative approach to understanding client needs, managing CRM implementations, and providing insights to optimize business operations. A Salesforce Consultant Certification is a prerequisite for this role.
Roles & Responsibilities:
- Engage with internal and external customers to understand their business needs, challenges, and objectives.
- Provide expert advice on Sales, Marketing and ERP setup and best practices.
- Conduct gap analysis to identify opportunities for process improvements.
- Lead the implementation and configuration of Salesforce CRM solutions tailored to client specifications.
- Design custom fields, objects, workflows, and validation rules based on client requirements.
- Ensure user training and adoption strategies are implemented for successful transitions.
- Oversee the integration of Salesforce with other business systems (e.g., ERP, marketing automation).
- Collaborate with technical teams to ensure data integrity and seamless integrations.
- Troubleshoot and resolve issues related to system integrations and functionality.
- Manage project timelines, resources, and deliverables to ensure successful project execution.
- Conduct regular meetings and status updates with clients to track progress and address concerns.
- Prepare comprehensive documentation of CRM configurations, processes, and user guides.
- Analyze and report on CRM performance metrics to recommend adjustments and enhancements.
- Provide ongoing support and training for clients to maximize the potential of Salesforce.
- Stay updated with Salesforce releases and enhancements to leverage new features.
- Work closely with sales, marketing, and customer service teams to align CRM strategies with business objectives.
- Participate in cross-functional teams to drive continuous improvement initiatives.
Skills and Qualifications:
- MBA from a reputed university with Science or Engineering undergraduate degree
- Minimum of 6+ years of hands-on experience in configuring and setting up Marketing, Sales, Finance and other business processes.
- Salesforce Consultant Certification a plus
- Proven track record of successfully managing CRM implementations.
- Strong understanding of business processes and sales funnel management.
- Proficiency in Analytics tools and features, including reports and dashboards.
- Excellent analytical, problem-solving, and organizational skills.
- Strong communication and interpersonal skills for effective client engagement.
- Experience with additional CRM or business management tools.
- Familiarity with Agile project methodologies.
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