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CRM Consultant
Lingaro
posted 1d ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
- Manage the Salesforce CRM Platform as the primary administrator to include data hygiene, pipeline, lead management processes, lead distribution processes, account management processes, dashboards and reporting.
- Collaborate with various business partners to translate their objectives into Salesforce solutions.
- Conduct in-depth analysis of business processes to identify areas for improvement and innovation across our revenue stack.
- Align Salesforce capabilities with overall business strategy.
- Collaborate with cross functional teams to implement data driven strategies for sales process efficiency.
- Ensure accuracy and integrity of sales data within Salesforce through data governance best practices.
- Design and implement automation processes using workflows and process builder.
- Manage Salesforce security including roles, profiles, sharing rules, permission sets and groups.
- Support the utilization of Power BI, Salesforce, and other analytics tools to analyze large datasets for meaningful insights.
- Develop training materials and provide training and support to Salesforce userbase.
- Proven experience as a Salesforce System Administrator with a focus on system optimization.
- Strong analytical and problem-solving skills with a strategic mindset.
- Hands-on experience in user support, data management, and system configuration.
- Experience in sales analytics within the services or software industry.
- Excellent communication skills for conveying complex data findings to non-technical stakeholders.
- Understanding of data management best practices within and outside of the Salesforce environment.
- Knowledge of development tools and processes for formulating use cases and designing project requirements.
- Experience collaborating with cross functional teams to build sustainable applications.
- Strong interpersonal and organizational abilities, with effective communication skills for technical and nontechnical audiences.
Employment Type: Full Time, Permanent
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