Job Summary

Position type: Full Time. Location: Bangalore. Working style: Hybrid. Shift time: 5.30 PM - 2.30 AM.

Analyst II will play a key role in supporting Sales Enablement and Marketing as an Oracle CRM Specialist, ensuring seamless system operations and maintaining data integrity. This position demands a proactive approach to data quality management, technical issue resolution, and effective project execution.

Responsibilities

- Robust experience across multiple CRM platforms.
- Expertise in CRM objects such as Accounts, Contacts, Opportunities, Leads, and Activities.
- Proficient in Power BI for developing interactive dashboards, custom visuals, and connecting to various data sources (CRM systems, Excel, etc.).
- Advanced skills in pivot tables, Power Pivot, and complex formulas (e.g., INDEX-MATCH, VLOOKUP).
- Skilled in data visualization using charts and conditional formatting.
- Ability to automate reporting through macros and VBA.
- Experienced in extracting, cleaning, and transforming CRM data for reporting purposes.
- Knowledgeable in customer segmentation and sales pipeline analysis.
- Capable of converting raw data into actionable insights to support business decisions.
- Solid understanding of critical metrics related to sales, marketing, and customer engagement.
- Adept at identifying data inconsistencies and resolving reporting issues.
- Ability to optimize dashboards for speed and accuracy.
- Skilled in presenting insights clearly to stakeholders and creating storytelling dashboards that highlight trends and opportunities.
- Serve as the primary point of contact for business-specific CRM capabilities.
- Ensures timely resolution of CRM cases within agreed service levels through prioritization and follow-up.




- Handles all CRM functions, including user profile maintenance, security roles, workflows, and routine tasks.
- Assist in user training and provide guidance to enhance CRM proficiency across the organization.
- Establish and document processes to support all responsibilities.
- Deliver day-to-day CRM functionality and end-user support aligned with Aon Global Standards.
- Provide ongoing recommendations, documentation, training, and updates on CRM protocols.
- Implements structured steps for documenting, communicating, and testing functionality releases from sandbox to production environments.
- Maintain and improve system access for all users and roles.
- Collaborate with the CRM development team to resolve complex issues.
- Communicate optimally with customers regarding project status and delivery timelines.
- Support data quality and data management initiatives.

Skills and Competencies

- Proficient in Power BI for designing interactive dashboards, custom visuals, and connecting to various data sources (CRM systems, Excel, etc.).
- CRM Administrator
- Exposure to Power BI
- Reports Dashboards

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying. Role: Customer Onboarding - Non Voice, Industry Type: Financial Services, Department: Customer Success, Service & Operations, Employment Type: Full Time, Permanent Role Category: Non Voice Education UG: Any Graduate PG: Any Postgraduate read more

Key Skills AgileMacrosData managementData qualityUser acceptance testingVLOOKUPdata visualizationdata integrityCustomer engagementIssue resolution

📌 IND Analyst II - CRM GCC (Bengaluru)
🏢 Aon
📍 Bengaluru