CRM Data Analyst(Salesforce)

Highly Desired Skills and Experience

• Creating dashboards to monitor Lead, opportunities, revenue, activities and pipeline

created for the sales PODs as and when required by the Sales Team/Management

• Creating, updating and testing validation rule, workflow rule, process builder and

security access according to business process requirement

• Managing Salesforce application user profiles, roles, permissions and implemented

object level, field level and record level security

• Account/Task/Lead/Opportunity/Contact reassignment as and when required
• Perform routine Salesforce Data management/cleanup tasks
• Creating various advanced fields like pick lists, custom formula fields, field

Dependencies, automated alerts, field updates as per requirements

• Worked with the Data Ops team to make provision of credit notes on the CRM in the

form of invoices and adding it on the opportunity object

• Identifying and fixing gaps in Salesforce business processes
• Creating and maintaining system documentation for fields, process and Workflows
• Creating low balance opportunities in the CRM based on low balance alert inbox and

taking follow up for same

• Work closely with leadership and sales team to identify systems, data or process

needs

that can drive revenue growth and streamline the sales process

• Owning and executing the fixes/gaps arising out of the reconciliation of reports
• Administration and support of Salesforce application and timely resolution of

requests

• Air call task reassignments to Sales Reps