Salesforce CRM Admin Manager
Screen Magic Mobile Media Pvt. Ltd.
- Pune, Maharashtra
- Permanent
- Full-time
success, managing a team, we want to hear from you!Essential:
● Proficiency in Salesforce platform configuration and customization.
● Understanding of Salesforce data model, including objects, fields, and relationships.
● Knowledge of Salesforce automation tools such as Process Builder, Flow, and Workflow Rules.
● Experience with Salesforce Lightning Experience and Lightning App Builder.
● Ability to create and manage user profiles, roles, permission sets, and sharing rules.
● Familiarity with Salesforce security best practices and data governance.
● Understanding of Salesforce integrations with external systems using REST and SOAP APIs.
● Experience with Salesforce data migration tools and techniques
● Leadership and team management skills
● Analytical thinking and problem-solving capabilities
● Ability to translate business requirements into technical solutions
● Project management skills to plan, execute, and oversee Salesforce initiatives.
● Continuous learning and staying updated on Salesforce platform updates and best practicesDesired:
● Basic Salesforce Developer knowledge, not aspiring a developer role, but creative and
comfortable to drive admin role passionately, by managing a small team
● Good to have Salesforce Admin, Developer certifications
● Has worked in product based companies
● Has worked in startup companies, who understands Saas based startup culture, and its nitty
grittiesA) Key Responsibilities
● 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
● 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
● Access Standardization: Implement and maintain access standardization in Salesforce through
Organization-Wide Defaults (OWD), Profiles, Sharing settings, and Permission Sets.
● Sales Rep Handover: Manage the smooth transition of Accounts from outgoing sales reps to
their replacements to ensure uninterrupted business operations.
● Sales Tools Review: Periodically review and assess the usage of sales tools such as MME,
Salesforce, Aircall, etc., ensuring awareness of licenses in hand.
● Contract Renewal Management: Take ownership of managing and approving contract renewals
when invoices are generated for tools owned by the company.
● 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.
● Administration and Support: Administer and provide support for Sales tools, ensuring timely
resolution of user requests and issues.
● Salesforce User Management: Manage Salesforce application user profiles, roles, permissions,
and implement security measures at the object, field, and record levels.
● Record Reassignment: Perform Account/Task/Lead/Opportunity/Contact reassignments as
necessary to align with organizational needs.
● Data Management and Cleanup: Conduct routine Salesforce data management and cleanup
tasks to maintain data integrity and accuracy.
● 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.
● Process Optimization: Identify and rectify gaps in Salesforce business processes, working
towards continuous improvement.
● Documentation:Maintain documentation for new implementations and changes made in
Salesforce configurations.
● 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.
● 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.
● 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?
● Effective Team Leadership: Ability to lead a team of CRM Analysts to achieve goals and
objectives.
● 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.
● Risk Mitigation: Proactively identifying and addressing potential risks related to data security,
compliance, and system performance.
● Positive Stakeholder Feedback: Receiving positive feedback from stakeholders, including users,
managers, and executives, on the effectiveness of Salesforce in supporting their business
needs.
● Training and Development: Providing effective training and development opportunities for
team members to enhance their Salesforce skills and knowledge.
● Alignment with Business Objectives: Ensuring that Salesforce aligns with and supports the
organizations overall business objectives and strategic initiatives.Powered by JazzHR