Assistant Manager - Salesforce - Business Analyst

We are seeking a Business Analyst to join our Salesforce Team with responsibility for analyzing business processes, gathering requirements, creating reports and dashboards, and working closely with the relevant technical teams. This role requires a strong understanding of Salesforce capabilities and the ability to transform business requirements into effective solutions and directly support the front-end teams. A key requirement of this role will be supporting Revenue Intelligence and CRMA Dashboards.

Designation - Assistant Manager

Location - Noida Sec 144

Shift starts from 11 am

Work Type - Hybrid

Please share below details on charu.gupta@exlservice.com

Current Fixed CTC

Expected Fixed CTC

Current Company

Notice Period

Offer in hand If any

Slots for interview

About EXL

EXL is the indispensable partner for leading businesses in data-led industries such as insurance, banking and financial services, healthcare, retail and logistics. We bring a unique combination of data, advanced analytics, digital technology and industry expertise to help our clients turn data into insights, streamline operations, improve customer experience, and transform their business.

Our partnerships with clients are built on a foundation of collaboration and weve been chosen as a partner by nine of the top ten leading US insurance companies, nine of the top 20 global banks, and six of the top ten US health care payers. We function as one team to make your goals our goals, whether thats unlocking the value of generative AI or embedding analytics into workflows that reduce risk or power your growth.

Our geographic diversity make talent all over the world instantly accessible. Digital accelerators enable unmatched speed-to-value, letting you realize results fast. Its our people that truly set us apart, though, including the 1,500 data scientists we have dedicated to our generative AI practice.

Job Details

• Requirement Gathering: Work with stakeholders to understand their needs and gather detailed business requirements.
• Documentation: Document business processes, requirements, and solutions accurately and concisely. Create Training documents to support changes and update SOPs as necessary.
• Solution Design: Communicate business requirements, ensuring consistency with best practices while completing Solution Design.
• Testing and Validation: Conduct testing and validation of Salesforce solutions to ensure they meet business requirements and function as anticipated.
• Deployment: Support the deployment of solutions and assist in the resolution of any issues.
• Training and Support: Provide training and assistance to end-users to ensure successful adoption of Salesforce solutions. Support onboarding of new Salesforce users in the Global Sales Organization.
• Problem Solving: work with users to troubleshoot and resolve issues.
• Continuous Improvement: Identify opportunities for process improvements and recommend Salesforce enhancements to increase efficiency.
• Monitor and Measure: Identify and track key performance indicators (KPIs) and success metrics.
• Data Understanding: Understanding the Salesforce data, highlight the challenges, data cleansing, data transformation, data preprocessing.
• Collaboration: Work closely with cross-functional teams such as BU's, data engineers, data scientists, technology team, and business analysts to ensure alignment of solutions with the wider strategy.
• Data Security: Understand the security aspects of Salesforce (OWD, Profiles and Roles) and implement them as per the EXLs SOP/SOA.

Candidate Profile:

• 2 + years of relevant experience as a Salesforce Business Analyst with Salesforce certifications
• Graduate/Postgraduate from a reputed college/university preferably in Computer Science, Information Technology, Economics, Business, or Mathematics
• Excellent interpersonal skills and ability to find solutions quickly
• Able to work in fast pace continuously evolving environment and ready to take up uphill challenges
• Highly organized, detail-oriented, and self-motivated, with the ability to manage multiple tasks and projects
• Outstanding written and verbal communication skills
• Strong presentation skills with the ability to communicate complex information to both technical and non-technical audiences.
• Comfortable with Microsoft Excel
• Experience with CRM Analytics / Revenue Intelligence (Salesforce) is a plus
• Strong analytical, problem-solving, and critical thinking skills
• Experience in other relevant data fields and other visualization tools is a plus