Salesforce Administrator
The Asia Group
- New Delhi
- Permanent
- Full-time
- 5+ years of experience as a Salesforce Administrator or in a closely related CRM operations role supporting sales pipeline, reporting, and user enablement.
- Demonstrated experience managing CRM data quality at scale, including standardization, validation rules, and governance practices.
- Strong ability to build Salesforce reports and dashboards, translate stakeholder needs into analytics outputs, and communicate insights clearly.
- Advanced proficiency with Microsoft Excel (pivot tables, charts/graphs) and comfort preparing recurring executive‑ready reporting from Salesforce in MicrosoftPowerpoint.
- Experience with user administration, roles/profiles/permission sets, and troubleshooting login/access issues.
- Hands‑on experience configuring Salesforce (objects/fields, page layouts, record types, list views, validation rules) and maintaining clean, scalable setup.
- Strong written and verbal English communication skills and the ability to train, support, and influence a wide range of stakeholders.
- Excellent organizational skills, attention to detail, and ability to manage multiple concurrent priorities in a fast‑paced environment.
- Comfort working across global teams and time zones, including consistent availability during U.S. Eastern Time overlap hours.
- Salesforce Certified Administrator (ADM‑201) or equivalent certification (preferred).
- Experience implementing automation using Salesforce Flow and supporting structured change management (sandbox testing, controlled releases).
- Familiarity with data import/export tools (e.g., Data Loader), deduplication approaches, and backup/recovery best practices.
- Experience supporting CRM processes that integrate with email/calendar tools and user onboarding materials.
- Pipeline Management & Data Hygiene: Own day‑to‑day pipeline and sales tracking in Salesforce, ensuring accuracy, completeness, and consistency across records; develop and maintain standards for data entry, required fields, and validation to improve downstream reporting reliability.
- Reporting, Dashboards & Analytics: Build, maintain, and continuously improve Salesforce reports and dashboards for senior management, division leaders, and the marketing team; create weekly and monthly reporting packs for pipeline assessment and sales performance (Group and Division levels), including Excel pivot tables and visualizations when needed.
- User Management, Access & Support:Administer Salesforce users, including onboarding/off boarding, profile and permission management, password/login troubleshooting, and license support; ensure appropriate access controls and role‑based visibility aligned with TAG needs.
- Configuration & Continuous Improvement:Maintain and optimize Salesforce configuration (objects, fields, page layouts, record types, list views, validation rules, and approval processes) to support streamlined workflows, single points of entry, and accuracy checkpoints.
- Automation & Workflow Enablement:Design and implement automation to improve pipeline management (e.g., Flow‑based enhancements, guided data entry, renewal/clone processes where appropriate), reduce manual work, and strengthen consistency in CRM operations.
- Documentation & SOPs: Develop and maintain step‑by‑step Salesforce documentation, training manuals, job aids, and standardized procedures to streamline data entry and support consistent usage across teams.
- Training & Adoption: Deliver Salesforce training for end users (in person and via webinar), including onboarding sessions for new hires and target freshers/micro‑trainings to improve platform adoption and compliance with TAG workflows.
- Issue Resolution & Stakeholder Troubleshooting: Provide responsive end‑user support and troubleshoot CRM issues in partnership with leadership, sales teams, and operations; triage problems, identify root causes, and implement fixes or escalation paths as needed.
- Data Imports, Integrity & Migration: Support data imports/exports, cleanup, deduplication, and (as needed) legacy data migration into Salesforce; follow best practices for testing changes and protecting data integrity.
- Release & Upgrade Support: Assist with planning, testing, and rollout of Salesforce upgrades and enhancements; promote controlled change management practices (sandbox testing, stakeholder communication, and user readiness) to minimize disruption.
- Marketing Database Enablement: Maintain and improve Salesforce marketing‑related data structures (campaign attribution support, contact/account hygiene, segmentation‑ready fields), partnering with marketing stakeholders with the company to ensure CRM data supports outreach and insights.
- Contract Management Enablement:Maintain and improve Salesforce contract‑management data structures and workflows (e.g., contract intake capture, approval checkpoints, key dates/renewals, and repository hygiene for executed agreements), partnering closely with TAG’s global Contracts Manager, General Counsel, sales partners, and operation steam to ensure contract records are complete, searchable, and reportable.
- Special Projects:Support firm leadership on CRM‑related initiatives such as new dashboards, workflow redesigns, automation opportunities, training programs, and Salesforce operations enhancements as TAG scales.