01 Aug
|
Important Business
|
Hyderabad
01 Aug
Important Business
Hyderabad
Role: Salesforce Analyst
Location: Hyderabad or Vizag - (Work from office (all 5
days/week))
Shift/Work mode: 2 PM - 11 PM IST
Job
Description/Responsibilities:
Responsible for
Salesforce reporting, dashboards, data governance, integrations, and
operational support to enable accurate pipeline, forecasting, pricing, and
territory analytics. Works with sales leadership and operations to maintain CRM
hygiene, automate workflows, and deliver actionable insights.
Key Responsibilities:
- Design,
build, and maintain reports and dashboards (pipeline, forecast, MBR, ASP,
velocity, conversion, stage/close‑date risk).
- Create
and enforce data governance policies; oversee Salesforce data hygiene and
validation checks (accounts, opportunities, ownership, stages).
- Identify
and remediate duplicates; perform account classification and territory/ZIP
reassignment.
- Support
rep onboarding with CRM training and manage SFDC Chatter.
- Prepare
rep 1:1 pipeline packs and campus/forecast/close‑date risk reports.
- Monitor
past‑due opportunities; track pipeline velocity and chance to win
conversion metrics; analyze sales cycle length and stage conversions.
- Build
and maintain Salesforce workflows, automation (DocuSign,
sold storage),
and integrations (SAGE, e‑commerce, 3rd‑party portals).
- Manage
annual pricing uploads (Salesforce and external portals) and product
uploads for NPI.
- Develop
pricing inquiry tools and ASP monitoring dashboards.
- Support
ongoing dashboard updates, performance tuning, and integration
improvements.
Skills &
Qualifications:
- 6 years
Salesforce administration/analytics experience (or appropriate level for
your hiring band).
- Strong
SOQL/reporting skills; experience building complex reports, dashboards,
and reporting frameworks.
- Experience
with data governance, deduplication tools, and data quality processes.
- Hands‑on
with Salesforce automation (Flows, Process Builder, Workflow Rules) and
integrations (APIs, middleware, SAGE, DocuSign).
- Experience
with pricing/product uploads and e‑commerce/3rd‑party portal integrations
is a plus.
- Solid
Excel/BI skills (pivot tables, VLOOKUP/XLOOKUP, Power Query); familiarity
with BI tools desirable.
- Strong stakeholder communication, business‑analysis, and training capabilities.
- Salesforce
admin certification (ADM‑201/201/PDX) or equivalent preferred.