CRM Data Analyst(Salesforce)

Company:
Location: Pune, Maharashtra

*** Mention DataYoshi when applying ***

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

*** Mention DataYoshi when applying ***

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