Salesforce Administrator

5 days ago

Goregaon Mumbai Maharashtra, India HSAG Full time

**Salesforce Administrator**:
**PRIMARY RESPONSIBILITIES**:

- Salesforce Configuration and Customization:

- Customize and configure Salesforce to meet the specific needs of the business, including fields, page layouts, and workflows.
- Work closely with Sales Enablement team members to understand requirements and action them in Salesforce.
- Data Management and Integration:

- Oversee data management activities, including data imports, data cleansing, and data deduplication, to ensure the accuracy and integrity of data within Salesforce.
- Collaborate with Sales Enablement and Distribution Intelligence teams to implement data integrations between Salesforce and other relevant systems.
- User Support and Training:

- Provide first-level user support, address user inquiries, and troubleshoot issues related to Salesforce usage.
- Conduct training sessions and support in the creation of user documentation to empower users with Salesforce best practices and functionalities.
- Salesforce Security and Compliance:

- Administer user access and permissions to ensure data security and compliance.
- Salesforce Reporting and Dashboards:

- Create and maintain custom reports and dashboards to provide insights to Sales Enablement team and aid in decision-making processes.
- Analyze data trends and patterns to help improve the Salesforce experience for users.
- Salesforce Maintenance and Upgrades:

- Perform regular system maintenance tasks, such as reviewing system updates and conducting system testing to ensure optimal performance.
- Assist in evaluating and implementing new Salesforce features and functionalities.

**QUALIFICATION AND EXPERIENCE**:

- Education: Bachelor’s degree in Finance, Business, Information Technology, or a related field.
- Experience: Minimum of 3 years of experience as a Salesforce Administrator in the financial services industry, preferably in Asset Management.
- Salesforce Expertise:

- In-depth knowledge of Salesforce configuration, customization, and data management best practices.
- Hands-on experience in implementing and maintaining Salesforce workflows, process automation, and security settings.
- Data Management Skills:

- Familiarity with data management principles, data governance, and data quality management.
- Experience with data classification and data lifecycle concepts.
- Technical Proficiency:

- Proficient in Salesforce administration tools and features.
- Experience in data integration between Salesforce and other systems is a plus.
- Analytical Thinking:

- Ability to analyze business requirements and action them into Salesforce.
- Proficiency in generating meaningful reports and dashboards.
- Communication Skills:

- Strong interpersonal and communication skills to collaborate with stakeholders.
- Ability to communicate technical information to non-technical users effectively.
- Problem-Solving:

- Proactive in identifying and resolving Salesforce-related issues.
- Ability to propose and implement process improvements.
- Adaptability:

- Ability to adapt to changing business needs and priorities.
- Willingness to learn and keep up-to-date with Salesforce advancements and industry trends.
- Financial Services Knowledge:

- Understanding of asset management processes, products, and investment management concepts is a plus.

Experience: 3-5 years

CTC: 9 LPA

Location: Goregaon, Mumbai

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