Designation - Salesforce Admin

Experience - 1 to 3 years

Job Summary The MIS Coordinator & Salesforce Coordinator is responsible for managing Management Information Systems (MIS), generating business reports and dashboards, maintaining data accuracy, and administering Salesforce CRM activities. The role supports management decision-making through timely reporting, data analysis, system coordination, and process optimization while ensuring the integrity and efficiency of CRM and operational data.

Key Responsibilities

MIS Coordination

· Prepare daily, weekly, monthly, and ad-hoc MIS reports for management.

· Collect, analyze, and interpret operational and business data.

· Develop and maintain dashboards, trackers, and performance reports.

· Ensure accuracy, consistency, and integrity of data across all systems.

· Monitor key performance indicators (KPIs) and generate performance analytics.

· Automate reports and improve reporting processes wherever possible.

· Support management with data-driven insights for business planning and decision-making.

· Maintain databases, spreadsheets, and reporting tools.

· Coordinate with various departments to gather and validate information.

· Identify trends, gaps, and opportunities through data analysis.

Salesforce Coordination

· Manage and maintain Salesforce CRM records and user data.

· Ensure timely updating and accuracy of customer, client, and operational information.

· Generate Salesforce reports, dashboards, and analytical summaries.

· Monitor system usage and ensure adherence to CRM processes and standards.

· Provide first-level support to Salesforce users and coordinate issue resolution.

· Assist in user account creation, profile management, permissions, and access control.

· Coordinate with Salesforce administrators, consultants, or vendors for system enhancements.





· Conduct periodic data cleansing and duplication checks.

· Assist in implementing workflow improvements and CRM automation.

· Train and guide users on Salesforce best practices and procedures.

Reporting & Compliance

· Prepare management presentations and business performance reports.

· Maintain confidentiality of business and customer information.

· Ensure compliance with company policies regarding data management and reporting.

· Support internal audits and management reviews by providing accurate data and reports.

· Document reporting procedures and system processes.

Required Qualifications

Education

· Bachelor’s degree in information technology, Computer Science, Business Administration, Statistics, Management, or a related field.

Experience

· Minimum 1–3 years of experience in MIS reporting, data analysis, CRM coordination, or a similar role.

· Experience working with Salesforce CRM is preferred.

· Experience in reporting and data management within a corporate environment.

Required Skills

Technical Skills

· Advanced Microsoft Excel (Pivot Tables, VLOOKUP/XLOOKUP, Power Query, Dashboards).

· Strong knowledge of Salesforce CRM.

· Proficiency in Microsoft Office Suite.

· Knowledge of reporting tools and data visualization platforms.

· Basic understanding of SQL and database management is an advantage.

· Ability to generate analytical reports and performance dashboards.

Soft Skills

· Strong analytical and problem-solving abilities.

· Excellent attention to detail and accuracy.

· Good communication and interpersonal skills.

· Ability to manage multiple tasks and deadlines.

· Robust organizational and coordination skills.

· Ability to work independently and collaboratively.

Pay: From ₹22,000.00 per month

Benefits

- Provident Fund

Work Location: In person

📌 Salesforce Admin (Kochi)
🏢 Skolte Solutions
📍 Kochi