Customer Relationship Management Business Analyst

Extensive experience in Salesforce CRM is required. You must be able to handling account creation, promotions, maintenance.

About the role:

An ideal candidate for this role will be detail-oriented, organized, flexible, handle multiple tasks, and manage priorities effectively in a fast-paced work environment. You will find it a snap to analyze and manipulate data in spreadsheets using advanced spreadsheet functions and formulas (Examples: Lookup & Reference, Pivot tables, Math & Logical). You will have experience working on Customer Relationship Management systems, particularly, Salesforce.com (SFDC) as a super user, and will be proficient in working in SFDC user interface.

In this role, you will be part of a dynamic Sales Operations Management team in the hi-tech product industry. You will closely work with our client’s sales operations and technical teams to conduct business requirements analysis, and data analysis. You will also define, configure, set-up, maintain and manage various tasks involved in sales operations function for both B2B and B2C sales processes. This includes activities like account management, sales user support, commercial management, product information/ pricing set-up, trade promotions set-up for various phases in the product lifecycle. You will document processes and keep them up to date. You will be performing repetitive tasks and must be flexible to accommodate fast-paced changes.

Roles & Responsibilities:

Managing price changes or onboarding prices for new products

Ensuring Account Management teams are set properly

Providing sales user support on SFDC and conducting process training for users

Setting up, validating, and maintaining promotion and co-marketing records, example: finding the correct promo/ co-marketing, assisting to resolve the record discrepancies

Supporting for data clean up in Salesforce, example: promotions, products and account products related issues.

Running periodic and ad hoc reports based on business needs

Resolving issues related to new user set-up or changes to exiting users by profile information and triaging issues and recommending fixes.

Updating and maintaining client related data in the CRM, resolve issues with duplicate entries and data integrity

Responding to critical production operational issues and following up with application/ technical team for resolution.

Co-ordinating with different team on the integration points and bringing resolution to the problems.

Recommending ideas to improve overall process and ensure an efficient workflow.

Technical Skills Required:

Spreadsheets: Advanced Proficiency in MS Excel and Google Spreadsheets

CRM: Proficient as a super user or advanced business user in Salesforce.com (Salesforce Lightning Version); Preferably part of the Trailblazer community, and passionate in developing skills in Salesforce.

Collaboration/ Communication: MS Office, Chat/ Messaging Tools