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Manager - Salesforce Admin

icon building Company : Exl
icon briefcase Job Type : Full Time
icon geo-alt Noida, India

Job Description - Manager - Salesforce Admin

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)




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