Job Description

We are hiring for a Salesforce Admin Manager role! If you are a seasoned Salesforce administrator with a knack for optimizing processes and driving business
success, managing a team, we want to hear from you!Essential:
\xe2\x97\x8f Proficiency in Salesforce platform configuration and customization.
\xe2\x97\x8f Understanding of Salesforce data model, including objects, fields, and relationships.
\xe2\x97\x8f Knowledge of Salesforce automation tools such as Process Builder, Flow, and Workflow Rules.
\xe2\x97\x8f Experience with Salesforce Lightning Experience and Lightning App Builder.
\xe2\x97\x8f Ability to create and manage user profiles, roles, permission sets, and sharing rules.
\xe2\x97\x8f Familiarity with Salesforce security best practices and data governance.
\xe2\x97\x8f Understanding of Salesforce integrations with external systems using REST and SOAP APIs.
\xe2\x97\x8f Experience with Salesforce data migration tools and techniques
\xe2\x97\x8f Leadership and team management skills
\xe2\x97\x8f Analytical thinking and problem-solving capabilities
\xe2\x97\x8f Ability to translate business requirements into technical solutions
\xe2\x97\x8f Project management skills to plan, execute, and oversee Salesforce initiatives.
\xe2\x97\x8f Continuous learning and staying updated on Salesforce platform updates and best practicesDesired:
\xe2\x97\x8f Basic Salesforce Developer knowledge, not aspiring a developer role, but creative and
comfortable to drive admin role passionately, by managing a small team
\xe2\x97\x8f Good to have Salesforce Admin, Developer certifications
\xe2\x97\x8f Has worked in product based companies
\xe2\x97\x8f Has worked in startup companies, who understands Saas based startup culture, and its nitty
grittiesA) Key Responsibilities
\xe2\x97\x8f Lead and oversee a team of 3-4 CRM Analysts, with 30% of the role dedicated to managerial
duties, and the remaining 70% focused on individual contributor responsibilities
\xe2\x97\x8f Salesforce Administration: Creating custom objects, process builder, flows/ workflows, custom
fields, lookups, new page layouts, beautification of page layouts, Hubspot integration with
Salesforce, raise support tickets with Salesforce on critical issues and drive them to closure
\xe2\x97\x8f Access Standardization: Implement and maintain access standardization in Salesforce through
Organization-Wide Defaults (OWD), Profiles, Sharing settings, and Permission Sets.
\xe2\x97\x8f Sales Rep Handover: Manage the smooth transition of Accounts from outgoing sales reps to
their replacements to ensure uninterrupted business operations.
\xe2\x97\x8f Sales Tools Review: Periodically review and assess the usage of sales tools such as MME,
Salesforce, Aircall, etc., ensuring awareness of licenses in hand.
\xe2\x97\x8f Contract Renewal Management: Take ownership of managing and approving contract renewals
when invoices are generated for tools owned by the company.
\xe2\x97\x8f Dashboard Creation: Design and create dashboards to monitor key metrics including Leads,
Opportunities, Revenue, Activities, and Pipeline for sales PODs as required by the Sales
Team/Management.
\xe2\x97\x8f Administration and Support: Administer and provide support for Sales tools, ensuring timely
resolution of user requests and issues.
\xe2\x97\x8f Salesforce User Management: Manage Salesforce application user profiles, roles, permissions,
and implement security measures at the object, field, and record levels.
\xe2\x97\x8f Record Reassignment: Perform Account/Task/Lead/Opportunity/Contact reassignments as
necessary to align with organizational needs.
\xe2\x97\x8f Data Management and Cleanup: Conduct routine Salesforce data management and cleanup
tasks to maintain data integrity and accuracy.
\xe2\x97\x8f Advanced Field Creation: Create and manage various advanced fields such as pick lists, custom
formula fields, field dependencies, automated alerts, and field updates based on business
requirements.
\xe2\x97\x8f Process Optimization: Identify and rectify gaps in Salesforce business processes, working
towards continuous improvement.
\xe2\x97\x8f Documentation:Maintain documentation for new implementations and changes made in
Salesforce configurations.
\xe2\x97\x8f Aircall Task Reassignments: Manage Aircall task reassignments to Sales Reps and create low
balance opportunities in the CRM based on low balance alert inbox, ensuring timely follow-ups.
\xe2\x97\x8f Collaboration with Leadership and Sales Team: Collaborate closely with leadership and the
sales team to identify systems, data, or process needs that contribute to revenue growth and
streamline the sales process.
\xe2\x97\x8f Issue Resolution: Own and execute fixes for gaps arising from the reconciliation of reports,
ensuring data consistency and accuracy.B) Key Result Areas - Mention Metrics (TAT, C-SAT, Quota etc.) not targets i.e. how success is
measured in this role?
\xe2\x97\x8f Effective Team Leadership: Ability to lead a team of CRM Analysts to achieve goals and
objectives.
\xe2\x97\x8f High User Adoption: Ensuring that Salesforce is effectively utilized by all stakeholders, with high
levels of user engagement and satisfaction.
Timely Project Delivery: Successfully managing Salesforce projects, ensuring they are delivered
on time, and meeting business requirements.
\xe2\x97\x8f Risk Mitigation: Proactively identifying and addressing potential risks related to data security,
compliance, and system performance.
\xe2\x97\x8f Positive Stakeholder Feedback: Receiving positive feedback from stakeholders, including users,
managers, and executives, on the effectiveness of Salesforce in supporting their business
needs.
\xe2\x97\x8f Training and Development: Providing effective training and development opportunities for
team members to enhance their Salesforce skills and knowledge.
\xe2\x97\x8f Alignment with Business Objectives: Ensuring that Salesforce aligns with and supports the
organizations overall business objectives and strategic initiatives.Powered by JazzHR

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