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Salesforce Business Analyst

Salesforce Business Analyst

CustomerXpsBangalore, India
30+ days ago
Job description

About the Role :

We are seeking a skilled Business Consultant with extensive experience in configuring and managing Customer Relationship Management (CRM) systems, particularly Salesforce and 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 a Science or Engineering undergraduate degree.
  • Minimum of 8+ years of hands-on experience in configuring and setting up Marketing, Sales, Finance, and other business processes.
  • Salesforce Consultant Certification is 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.

    • Job Shift : U.

    Shift (03 : 00 PM IST to 12 : 00 AM IST).

    ref : iimjobs.com)

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    Salesforce Analyst • Bangalore, India