Job Information
Jacobs Salesforce Data Associate/Salesforce Data Consultant in Gurgaon, India
Your Impact:
Our People & Places Solutions business – reinforces our drive to improve the lives of people everywhere and epitomizes the "why" of what we do – the tremendous positive impact and value our solutions bring to our communities and society as a whole. From facilities delivering life-saving therapies and ensuring clean water to enabling the connection of people through all modes of transportation and providing access to technology – we're integrating a multitude of these solution elements to build the smart environments of tomorrow.
Start your Jacobs career with a company that inspires and empowers you to deliver your best work so you can evolve, grow and succeed – today and into tomorrow.
Key Duties and Responsibilities
Serve as a Salesforce Point of Contact (POC) for making diligent dashboards and reports for a Line of Business [LOB].
Manage Salesforce momentum booking administrative functions
Ability to make lenses and dashboards in Tableau CRM.
Liaise closely with our Finance, Sales and Sales Operations teams to establish suitable outcomes to development, and amend financial data
Effectively act as the liaison between our Salesforce user Sales community & wider stakeholders
Work independently with members of the user community.
B&P & Review Approvals in Salesforce (includes checking Account status)
Reviews completed (for B&P approvals) & active Opportunity, dates, correct approvers as per Delegated Level of Authority etc.
Ops Bookings including monthly bulk upload (collate weekly reports from India into 1 file, distribute, follow up and coordinate monthly bulk upload & manual entry as required).
Provide updates to Executive Team & help follow up GM bookings on a monthly/Quarterly basis.
Data Steward Pipeline: overdue opportunities, data maintenance etc. (overdue opportunities, inactive account leads, correct GID splits, TCD/PSD alignment, B&P spend, confidential opp request, verifying new Accounts).
Send weekly report
Salesforce Chatter requests
Dashboard & Reports (maintaining/refreshing, requests, exporting reports when requested)
#ASIAIS
Here’s what you’ll need :
Skills Required
Excellent attention to detail and a positive attitude
Demonstrated ability to meet deadlines
Must demonstrate excellent verbal and written communication skills in English
Must demonstrate ability to communicate effectively at all levels of the organisation
Ability to critically evaluate information gathered from multiple sources and reconcile conflicts
A proactive attitude to platform enhancements
Designing scalable, best practice solutions
Excellent relationship-building skills
Ability to liaise with stakeholders at all levels
Translating requirements into technical solutions
Experience in change management and governance
Training end users and key stakeholders
Technical documentation
Available and responsive to questions
Experience implementing Salesforce configuration changes, including (but not limited to): Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards and reports
Demonstrates continued personal/professional development
Active in the Salesforce community
Preferred Experience
5 - 7 years’ experience on Salesforce platform
Other Client Relationship Management (CRM) experience also preferred
Understanding of Salesforce best practices and in-built functionality
Strong data management abilities
A demonstrated ability to understand and articulate intricate financial data
Jacobs is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, religion, creed, color, national origin, ancestry, sex (including pregnancy, childbirth, breastfeeding, or medical conditions related to pregnancy, childbirth, or breastfeeding), age, medical condition, marital or domestic partner status, sexual orientation, gender, gender identity, gender expression and transgender status, mental disability or physical disability, genetic information, military or veteran status, citizenship, low-income status or any other status or characteristic protected by applicable law. Learn more about your rights under Federal EEO laws and supplemental language.
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