What do we expect from you

• 3- 5 years of experience handling CRM application – Salesforce preferred

• Highly proficient in Microsoft Excel/Google sheets

• Prior experience building dashboards using Tableau, Google Data Studio etc

• Prior experience with process documentation, creating workflows

• Demonstrated experience of being a strong cross-functional collaborator

• Prior experience with training teams on CRM software

• Ability to understand the complex business requirements and design a solution and convert them to functional specifications

• Prior experience interacting and working closely with Sales leaders

• Great communication skills

What will you work on

• Lead all CRM/Salesforce workflows, processes and integrations.

• Serve as a custodian for the CRM database – maintain and manage customer data to ensure data integrity and recency

• Responsible for the management and alignment of users, roles, permissions, and profiles and the creation and configuration of custom fields, process automations, data validations and activity management within Salesforce

• Create and maintain insightful reports for key performance indicators for Sales activity generated from CRM systems

• Provide periodic and accurate daily, weekly, and monthly reports to the Ad Sales leadership team and Management team

• Generate partner revenue and incentive reports in collaboration with Sales, AdOperations and Finance

• Maintain revenue dashboard in collaboration with cross functional team

• Train all users on the various functions and processes utilized by the platform

• Partner with cross-functional stakeholders

• Conduct complete regular system audits

• Troubleshoot user issues and problem solve conclusively