Job-salesforce administrator-leading global financial advisory-Ahmedabad, Gujarat, INDIA-upto 8 LPA-CHitra

JOB DETAILS

We are looking for a full-time Salesforce Administrator to join our team. The Administrator position, reporting directly to the VP, Production, is an integral part of the team, supporting CRM sales activities that directly drive our brand and business trajectory.

The Salesforce Administrator Will Assist The VP, Production With

• Manage, maintain, and optimize the Salesforce platform

• Performing all integration requirements with the broader marketing technology platform

• Manage and enforce governance and controls within Salesforce

• Reviewing and reporting on Salesforce utilization, including timely and accurate key data entry for opportunities, contacts, and key conversations / meetings

• Developing, documenting, and implementing Salesforce best practices to ensure consistency and reliability of data being inputted into the system

• Developing and implementing a perpetual plan to audit, identify, clean up, and keep data in Salesforce accurate and up to date (contacts, companies, personnel charts, and other related data)

• Identifying and improving where Salesforce, the General Ledger (GL), and other critical financial and operating systems have divergent product naming and grouping conventions. They will work across teams to align these conventions to improve comparability and the ease of analysis across systems and stakeholders

• Assist with monthly Salesforce reporting

These Responsibilities Include But Are Not Limited To

The Salesforce Administrator will also be responsible for creating a robust Salesforce experience both in terms of the quality of the information in the system as well as liaising with marketing, sales and business development executives, line of business leaders, and management to ensure their optimal usage and value from the CRM.

• Researching clients, competitors and market trends and create client stories to be housed in Salesforce as well as other key stats helpful to the sales team

• Updating contact information, revenue information and other data points for key clients on a quarterly basis

• Managing data in the system and updating or culling information as appropriate

• Organizing contacts in salesforce

• Prepare sales reports by exporting Salesforce Data as needed using Excel. Create and update additional reports, including quarterly business metrics detailing key statistics for use in sales conversations and communications

• Lias between Marketing and Salesforce Support on user support needs and system functionality/enhancements

• Work with stakeholders on identifying opportunities for system improvements and work across the team for implementation/roll-out, training and other change management essentials

Skills & Qualifications

• College degree in a related field including but not limited to business administration, finance, accounting, marketing, and information technology

• Minimum of 5 years working in a professional environment with a focus on B2B sales, preferably in the financial services industry

• Strong communication (Fluent English: oral and written) and analytical skills

• Must possess solid financial / business sense, ideally with having applied it in a professional setting

• Ability work with large data sets

• Strong excel skills, ideally with prior experience importing / exporting and manipulating Salesforce data and pulling disparate data into professional-looking reports

• Team player who is passionate about business growth and possess the desire/ability to contribute to a high-performing team

• Highly organized, with an ability to handle multiple projects simultaneously with attention to detail and commitment to quality

• Strong experience working with Salesforce CRM
FUNCTIONAL AREA
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