About the Company

About the Role

Manage and maintain the Salesforce CRM platform, including users, profiles, roles, permissions, and access.

Configure

Salesforce objects, fields, page layouts, record types, validation rules, workflows, and automation. Manage the complete lead lifecycle, including lead creation, assignment, follow-ups, conversion, and tracking. Ensure accurate and timely updating of student/candidate/customer information in Salesforce. Design and maintain sales processes, lead assignment rules, approval processes, and automated notifications. Monitor CRM data quality and ensure data accuracy, consistency, and completeness. Create and maintain reports, dashboards, and performance trackers for management and sales teams. Track key sales metrics such as lead generation, lead conversion, follow-ups, counselling activity, pipeline, enrolments, and revenue. Support the Sales, Counselling, Marketing, and Operations teams in resolving CRM-related issues. Conduct regular audits of Salesforce data and identify gaps or process inefficiencies.

Manage

Salesforce integrations with other platforms and tools, wherever required. Assist in implementing new Salesforce features, enhancements, and process improvements. Train and support end users on Salesforce functionality and best practices. Troubleshoot user issues and coordinate with Salesforce developers/third-party vendors when required. Maintain documentation related to CRM processes, configurations, workflows, and user guidelines.

Ensure

Salesforce processes align with business requirements and organizational policies.

Responsibilities

- Manage and maintain the Salesforce CRM platform, including users, profiles, roles, permissions, and access.
- Configure Salesforce objects, fields, page layouts, record types, validation rules, workflows, and automation.
- Manage the complete lead lifecycle, including lead creation, assignment, follow-ups, conversion, and tracking.
- Ensure accurate and timely updating of student/candidate/customer information in Salesforce.




- Design and maintain sales processes, lead assignment rules, approval processes, and automated notifications.
- Monitor CRM data quality and ensure data accuracy, consistency, and completeness.
- Create and maintain reports, dashboards, and performance trackers for management and sales teams.
- Track key sales metrics such as lead generation, lead conversion, follow-ups, counselling activity, pipeline, enrolments, and revenue.
- Support the Sales, Counselling, Marketing, and Operations teams in resolving CRM-related issues.
- Conduct regular audits of Salesforce data and identify gaps or process inefficiencies.
- Manage Salesforce integrations with other platforms and tools, wherever required.
- Assist in implementing new Salesforce features, enhancements, and process improvements.
- Train and support end users on Salesforce functionality and best practices.
- Troubleshoot user issues and coordinate with Salesforce developers/third-party vendors when required.
- Maintain documentation related to CRM processes, configurations, workflows, and user guidelines.
- Ensure Salesforce processes align with business requirements and organizational policies.

Required Skills

- Robust hands-on knowledge of Salesforce Administration.
- Good understanding of Sales Cloud and CRM processes.
- Experience with lead management, opportunity management, and sales pipelines.
- Knowledge of Salesforce reports, dashboards, workflows, validation rules, and automation.
- Understanding of user management, roles, profiles, permission sets, and security controls.
- Strong data management and analytical skills.
- Good understanding of CRM integrations and APIs is an added advantage.
- Strong problem-solving and troubleshooting abilities.
- Excellent communication and stakeholder-management skills.
- Ability to work with cross-functional teams and understand business requirements.

Preferred Skills

- Salesforce Administrator Certification (ADM-201 / Salesforce Certified Administrator) preferred.
- Prior experience in EdTech, SaaS, online education, e-learning, or a high-volume sales environment will be an advantage.

📌 Salesforce Administrator (Gurugram)
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