Purpose of the RoleOwn and drive the Salesforce CRM roadmap and customer lifecycle transformation across Lead Generation, Sales, Booking, Collections, Handover and Customer Service.The role will lead Salesforce business process transformation, solution delivery, adoption, automation and continuous improvement while managing the internal Salesforce team and coordinating with implementation partners and business stakeholders.

Key Responsibilities

1. CRM Strategy & Transformation

- Own and drive the Salesforce CRM roadmap aligned with business objectives.

- Drive continuous improvement in sales productivity and customer experience.

- Define and execute Digital Transformation initiatives across customer-facing processes.

- Identify opportunities for process standardisation, automation and digitalisation.

1. Sales Process Excellence

- Lead Management and Lead Qualification.

- Prospect Management and Sales Pipeline Management.

- Channel Partner Management.

- Quote, Approval and Inventory Management.

- Sales Forecasting and Management Reporting.

- Drive process improvements across the complete sales lifecycle.

1. Customer Journey Transformation

- Drive Salesforce-enabled transformation across:

- Lead Generation

- Sales

- Booking

- Collections

- Handover

- Customer Service
- Improve customer journeys through process simplification, automation and digital channels.

- Drive business process training and adoption for end users.

1. Business Analysis & Solution Delivery

- Work closely with Business Teams to understand requirements and translate them into Salesforce solutions.

- Prepare and review BRDs, functional requirements and process documentation in coordination with Business Teams.

- Prepare and coordinate test cases, UAT scenarios and acceptance criteria with Business Teams.





- Coordinate UAT, defect resolution, deployment and post-go-live stabilisation.

- Ensure solutions are aligned with Salesforce best practices and business requirements.

1. Salesforce Platform & Automation

- Drive configuration and enhancement of Salesforce Sales Cloud / Service Cloud solutions.

- Identify opportunities for workflow automation, approvals, notifications and process automation.

- Drive AI and automation initiatives including:

- Lead Scoring

- Sales Intelligence

- Automated Workflows
- Customer Self-Service

- AI-enabled customer and sales use cases

- Ensure data quality, security and governance across the Salesforce platform.

1. Marketing Automation

- Drive lead nurturing and customer engagement journeys.

- Coordinate campaign tracking and attribution reporting.

- Work with Marketing teams to improve lead quality, nurturing and conversion.

1. Team Leadership

- Lead and mentor the internal Salesforce team, including Salesforce Developer, Configuration Specialist and other SFDC resources.

- Allocate work, track deliverables and ensure timely completion of Salesforce initiatives.

- Build team capability across Salesforce configuration, development, automation and CRM processes.

- Establish appropriate development, testing, deployment and documentation practices.

1. Vendor & Implementation Partner Management

- Manage and coordinate with Salesforce implementation partners, technology vendors and external consultants.

- Define requirements, scope, deliverables and timelines with implementation partners.

- Review solution designs, estimates, development progress and deliverables.

- Coordinate issue resolution and ensure adherence to agreed SLAs and quality standards.

- Manage vendor performance and ensure successful delivery of Salesforce initiatives.

📌 Sfdc Lead (Pune)
🏢 Mantra Properties
📍 Pune