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:

● 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 practices

Desired:

● 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

gritties

A) 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.

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