3 - 5 years
3 - 5 Lacs
Posted:1 day ago|
Platform:
Work from Office
Full Time
We are looking for a detail-oriented and strategically minded Senior Analyst to join our Segmentation & Customer Onboarding team. This role is pivotal in driving analytical insights that shape customer acquisition and onboarding strategies, leveraging tools like Salesforce, Excel, and CRM platforms
• Design and implement customer segmentation frameworks to support targeted onboarding strategies
• Optimize and manage workflows using Salesforce New Account Model for seamless onboarding • Analyze performance data to recommend process improvements and enhance customer experience • Collaborate with cross-functional teams to ensure accurate and efficient CRM data handling • Generate reports, dashboards, and actionable insights using advanced Excel skills • Utilize Dun & Bradstreet (D&B) datasets to enrich customer profiles and drive smarter segmentation • Ensure data integrity by maintaining data hygiene and conducting regular Salesforce audits
• Proven experience in customer segmentation and onboarding analytics
• Proficiency in Salesforce, specifically the New Account Model • Strong command over Microsoft Excel – including pivot tables, advanced formulas, and data visualization • Solid understanding of CRM platforms and data architecture • Familiarity with D&B data services and their application in business analytics • Excellent communication skills and stakeholder management abilities • A knack for problem-solving and analytical thinking
3-5 years of experience with any gradution degree.
Senior Analyst, Customer OnBoarding & SalesForce Governance
Colt Technology Services
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