18 Aug
|
Accordion India
|
Hyderabad
18 Aug
Accordion India
Hyderabad
Role overview:
We are seeking a motivated Associate – Salesforce CRM Analyst to support Salesforce operations for our clients. This role is well suited for early-career professionals looking to build expertise in CRM platforms, customer data management, and sales and customer lifecycle workflows in a quick-paced environment. The role requires coverage from 1:00 PM to 10:00 PM IST to support clients in Europe and Americas.
The Associate – Salesforce CRM will partner with a project team to translate client requirements into scalable Salesforce solutions and support delivery across design, configuration, deployment, and ongoing enhancements, while providing day-to-day system support aligned with Sales, Customer Success, Billing, and Finance needs.
What will you do:
Provide day-to-day Salesforce support for the PE firm and its portfolio companies, including user assistance, issue triage, basic troubleshooting, and escalation as needed
Support client discovery and requirements gathering,
participating in solution design discussions and workshops to translate business needs into scalable Salesforce solutions
Assist with Salesforce configuration, customization, and deployments, including custom objects and fields, page layouts, reports and dashboards, workflows, and user access controls
Participate in data migration, data quality, and system integration efforts, supporting testing, validation, and post-deployment stabilization
Maintain clear and consistent documentation of system configurations and processes, including technical specifications, user guides, and training materials, to support standardization across portfolio companies
Collaborate closely with Sales, Customer Success, Billing, Finance, and IT stakeholders to understand operational needs and help enable efficient, well-aligned Salesforce workflows
Assist with user onboarding, permission setup, and basic training, supporting adoption and effective use of Salesforce across multiple entities
Support ongoing sys
📌 Accordion India (Hyderabad)
🏢 Accordion India
📍 Hyderabad