Salesforce Business Analyst - CRM Solutions

Soft tech Career Info system Pvt. Ltd
  • Bangalore
  • 10-15 lakh
  • 5-8 years
  • Views
  • 05 Oct 2016

  • IT/ Information Technology

  • IT/ Technology - Software/ Services
Job Description


- Display strong Salesforce skills, and leverage those to complete everyday tasks and deliver on all the responsibilities

- Configure solutions, data and meta data to facilitate proof of concepts, enhancements, testing and support activities

- Configure users, profiles and access

- Troubleshoot issues with Salesforce and work closely with IT to fix the issues

- Enhance the customer experience using Salesforce Communities

- Driving and Implementing business process improvements in sales operations through CRM Solutions

- Communicate with business at all levels, run successful meetings and prepare detailed notes

- Review, analyze, and create detailed documentation of use cases, business processes along with user's needs including release notes, workflow, data, functions, design aspects and steps required to develop or modify processes or systems.

- Document process workflows and make appropriate recommendations to impact operational efficiencies

- Create detailed test plans, test data and test scripts for implementing new functionality, ensuring compatibility with existing processes.

- Work with diverse teams with multiple restrictions and time schedules while acting as an interface between the business teams and developers

Coordinate data governance

- Liaison with IT to identify areas of data inaccuracy and communicate with user community to correct data and update

- Maintain on-going data clean-up

- Perform and improve standard operating procedures ensuring data quality

- Support organization in the understanding of data controls and consistency.

- Communicate specific trends, issues, targets and opportunities using analytics.

- Make recommendations to management for data quality

- Maintain accurate dashboards and reports. Continuously develop and maintain cascading dashboards for all user levels (executive, management, individual) and communicate specific trends, issues, targets and opportunities using analytics.

- Support users and user adoption

- Understand and navigate the application(s) accurately and support users troubleshoot issues

- Script, coordinate, manage and conduct training documentation and training sessions for new releases and on-going improvements.

- Initiate daily user collaboration and feedback.

- Provide one-on-one user coaching

- Manage daily campaign activities including development, distribution and tracking individual and group performance via dashboards

- Supporting business extensively by performing CRM related activities on a daily basis.

- Display strong Project Management Skills with ability to plan and execute small to medium size projects

- Provide daily and weekly status reports

- Estimate the resources and time required for projects

- Track, manage and report changes

- Understand and manage release cycles

- Work with diverse teams with multiple restrictions and time schedules


- Bachelor degree or equivalent

- 4+ years of Salesforce experience is must

- Ability to Extract, Manage and Import data

- User adoption experience is required

- Data analysis and execution skills including the ability to convert data analysis into actionable information and disseminate to organization

- Strong customer focus (both internal & external) and understanding of CRM principles and strategies

- Collaboration skills including the ability to engage with IT, Sales, Customer Service and Marketing employees at all levels in order gather business needs and provide feedback.

- Process improvement skills including the ability to analyze business activity and requirements to identify opportunities and lead process design, enhancement and automation efforts

- Project & change management skills to provide input on continuous system enhancements and expansion

- Strong experience with Microsoft office (Word, Excel, Power Point, Projects and Visio) or similar tools is desired.

- Familiarity with complex Excel functions such as VLOOKUP and Pivot tables is preferred

- Understanding of relational databases and object relationships

- Software/Platform proficiency:, Pentaho, JIRA, Dataloader, Jitterbit, MapAnything, Microsoft Office (Word, Excel), Wordpress, Adobe Photoshop, Illustrator, Dreamweaver

Job Posted By

O.P. Chawla