Data Analyst
Cognyte
SFDCSQLTableau
Job Level
JuniorMid-Level
Tech Stack
SFDCTableauVisualforce
About the role
- Administer and maintain the Salesforce CRM platform, ensuring smooth day-to-day operations.
- Manage and configure Salesforce CPQ (Configure, Price, Quote) applications to streamline sales processes.
- Manage user accounts, create and update - profiles, validation rules, flows, process builders, reports and dashboards in Salesforce.
- Establish or adjust assignment rules, escalation rules, auto response rules, queues, fields, objects and formulas by closely collaborating with stakeholders such as sales, service and marketing teams.
- Participate in the discovery of data from various internal sources and the creation of reports and dashboards.
- Troubleshoot and resolve Salesforce platform issues, working closely with stakeholders.
- Perform data quality checks and data cleansing tasks to ensure accurate records.
- Support and maintain integration between Salesforce and other business systems.
- Train and support end users on new or existing internal and third-party software systems and processes.
- Conduct appropriate analysis of existing Salesforce data to help identify patterns and aid in data quality improvements.
- Research and recommend third-party applications to enhance the operational efficiency of business users on the salesforce platform.
- Collaborate with Sales, Marketing, and IT teams to understand business requirements and implement tailored solutions.
- Monitor Salesforce releases and apply new features to keep the system updated.
- Provide recommendations for process improvements based on analysis of Salesforce data.
Requirements
- BS in Computer Science or Information Technology.
- 2+ years’ experience in Salesforce CRM and CPQ administration. Salesforce Certified Administrator (ADM 201) certification is mandatory.
- Strong understanding of Salesforce automation tools like flows, process builders, workflows, validation rules.
- Experience in Salesforce platform customization and configuration, working with platform objects, fields and layouts.
- Strong understanding of Salesforce CPQ, including product rules, pricing, quoting, and discounting structures.
- Experience in re-engineering or updating an existing Salesforce org.
- Basic data science skills with proficiency in building reports and dashboards for business users.
- Ability to make independent decisions and assist in developing creative solutions to support business strategies.
- Strong problem-solving skills with proven ability to gather and decipher information from business users.
- Experience preparing and delivering training to staff.
- Excellent written and oral communication skills to collaborate with cross-functional teams.
- Strong problem-solving skills and attention to detail.
- Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
- Adhere to work timings: 1:30PM – 10:30PM IST (Indian Standard Hours).
- CVs must be written in English; candidates must demonstrate business fluency in English.
