Manager - Salesforce Admin

Job description

Job Description: We are seeking a Business Analyst to join our Salesforce Team with responsibility for analyzing business processes, gathering requirements, creating reports and dashboards, and working closely with the relevant technical teams. This role requires a strong understanding of Salesforce capabilities and the ability to transform business requirements into effective solutions and directly support the front-end teams. - Responsibilities: Requirement Gathering: Work with stakeholders to understand their needs and gather detailed business requirements. - **Documentation:** Document business processes, requirements, and solutions accurately and concisely. Create Training documents to support changes and update SOPs as necessary. - **Solution Design:** Communicate business requirements, ensuring consistency with best practices while completing Solution Design. - **Testing and Validation:** Conduct testing and validation of Salesforce solutions to ensure they meet business requirements and function as anticipated. - **Deployment:** Support the deployment of solutions and assist in the resolution of any issues. - **Training and Support:** Provide training and assistance to end-users to ensure successful adoption of Salesforce solutions. Support onboarding of new Salesforce users in the Global Sales Organization. - **Problem Solving:** work with users to troubleshoot and resolve issues. - **Continuous Improvement:** Identify opportunities for process improvements and recommend Salesforce enhancements to increase efficiency. - **Monitor and Measure:** Identify and track key performance indicators (KPIs) and success metrics. - **Data Understanding:** Understanding the Salesforce data, highlight the challenges, data cleansing, data transformation, data preprocessing. - **Collaboration:** Work closely with cross-functional teams such as BU's, data engineers, data scientists, technology team, and business analysts to ensure alignment of solutions with the wider strategy. - **Data Security:** Understand the security aspects of Salesforce (OWD, Profiles and Roles) and implement them as per the EXL’s SOP/SOA. Qualifications: Business Analysis & Requirements - Business Requirements Gathering - Requirement Elicitation Workshops - Process Mapping (As-Is / To-Be) - User Story Creation & Acceptance Criteria Definition - BRD, FRD, and Functional Specification Documentation - Gap Analysis & Impact Assessment - Backlog Management & Prioritization - Requirement Traceability Salesforce Functional Expertise - Strong understanding of Salesforce Sales Cloud - Opportunity, Account, Contact, Lead & Pipeline Management - Salesforce Security Model (Roles, Profiles, Permission Sets) - Approval Processes & Business Automation - Salesforce Reports & Dashboards - CRM Analytics (CRMA) / Revenue Intelligence - Salesforce Best Practices & Standard Functionality Adoption - Data Quality & Data Governance Solution Design & Delivery - Functional Solution Design - Wireframing and Process Flow Creation - Translating Business Requirements into Salesforce Solutions - Collaboration with Admins, Developers & Integration Teams - Integration Requirement Analysis - Change Request Evaluation & Effort Estimation - Release Readiness Support Testing & Quality Assurance - UAT Planning & Coordination - Test Scenario & Test Case Creation - Defect Management & Validation Testing - Business Sign-off Management - Post-Deployment Validation Data & Reporting - Dashboard & KPI Definition - Salesforce Reporting - Data Migration & Data Validation - Master Data Management - Data Analysis and Trend Identification - Pipeline Analytics & Sales Performance Reporting Stakeholder & Project Management - Stakeholder Management - Executive Communication - Cross-functional Collaboration - Workshop Facilitation - Agile / Scrum Methodology - JIRA & Sprint Planning - Risk, Dependency & Issue Tracking Change Management & Enablement - User Training & Adoption Programs - SOP & User Guide Creation - Change Impact Assessments - Enablement Planning - User Feedback Collection & Continuous Improvement - Adoption Monitoring & KPI Tracking Analytical & Soft Skills - Strong Analytical Thinking - Problem Solving - Critical Thinking - Excellent Written & Verbal Communication - Presentation & Facilitation Skills - Attention to Detail - Customer-Centric Mindset - Ability to work with Global Stakeholders Preferred Certifications - Salesforce Certified Business Analyst - Salesforce Administrator Certification - Salesforce Sales Cloud Consultant - Agile/Scrum Certification (CSM/PSM) - CRM Analytics Certification (preferred)