Salesforce Administrator & Project Manager

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Position Title : Salesforce Administrator

Base Location : Delhi- HO
Reporting To : Vice President – Operations

About the Role: This is a full-time on-site position for a Salesforce Administrator in New Delhi. We are looking for a dynamic person to join our corporate operations team. Minimum 2+ years of working with Salesforce.

We are seeking a skilled Salesforce Administrator to manage our new Salesforce system and provide ongoing support to our sales team. The ideal candidate will have a strong understanding of Salesforce functionalities, a knack for problem-solving, and the ability to train users effectively. This role will focus on optimising our Salesforce environment, supporting user inquiries, generating insightful reports and dashboards and regularly exploring ways to improve the current

Job Description:

• Salesforce Administration & System Management:

  • Oversee the day-to-day administration of the Salesforce platform for a team of 100+ users and manage ongoing support requests and queries of users

  • Manage user accounts, profiles, and permissions to ensure data security and user access.

  • Maintain, customize and configure Salesforce scopes such as users, roles, profiles, accounts, contacts,Record types, sharing rules, data fields, workflow & validation rules, custom objects, pick lists and page layout customization to support vital business requirements as well as process builder, user permission, security protocol and assignment rules for complex business process improvement

• User Support:

  • Serve as the primary point of contact for sales team inquiries regarding Salesforce.

  • Troubleshoot and resolve user issues promptly and effectively.

  • Support marketing team with regular Lead uploads through Data uploader

• Troubleshooting & Debugging:

  • Identify blocks, issues and hindrances in the system and resolve the same for smooth functioning of the system

  • Report any technical issues to the backend Salesforce implementation team.

  • Conduct regular quality checks, identify issues and gaps in the existing data

  • Ensured data integrity through the appropriate use of de-duping, loading and exporting tools, for bulk data using Data Loader

• Reports & Dashboards:

  • Generate Reports for Senior Management as per the business requirements

  • Design, generate, develop and update dashboard, reports, reports folders to track pipeline/stages for management visibility, to assist managers to better utilize Salesforce, to provide real-time insights into sales performance, enabling data-driven decision-making

  • Configure various reports for different user profiles based on organization need

  • Develop processes to continuously monitor data quality and integrity

  • Monitor and analyze sales metrics, ensuring that the team has access to relevant dat

  • Create and highlight the data in reports which is not correctly updated on the Salesforce platform

• User Training:

  • Performing UAT testing activities and updating its status thereby providing feedback.

  • Develop & Conduct end-user training for nw & existing users on Salesforce best practices and functionalities.

  • Provide ongoing support to ensure the efficient use of Salesforce.

  • Prepare documentation and training / user manuals / guides to facilitate ongoing learning.

• Process Improvement:

  • Collaborate with sales leadership to identify areas for process improvement and implement Salesforce solutions to enhance productivity.

  • Stay up to date with Salesforce updates and best practices to recommend new features or tools.

  • Act as the Salesforce point of contact for the sales & service team as well as for the Salesforce implementation vendor

Desired Experience:

• 2+ years experience with Salesforce

• Strong experience with Salesforce Administration & knowledge of Salesforce including reports, dashboards, and automation tools.

Qualification:

• Degree in Computer Science, Information Systems, or related field

• Salesforce Certified Administrator (Salesforce Administrator Certification preferred) or other Salesforce certifications are highly desirable

Additional Skills Required:

• Good knowledge of various business processes like lead management, opportunities, quotations and sales order management

• Excellent analytical and problem-solving skills along with attention to detail.

• Strong communication and interpersonal skills, with the ability to train and support users effectively.

• Familiarity with sales processes and metrics is a plus.