19 Aug
|
Accordion India
|
Hyderabad
19 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 rapid-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
- Su
📌 Accordion India (Hyderabad)
🏢 Accordion India
📍 Hyderabad