CRISIL
Location
Mumbai | India
Job description
Summary: Requirement is for an experienced Salesforce professional who has administrative/development/business analysis skills to transform the business requirements to Salesforce and Tableau CRM solutions and weave final results into actionable items for customers. Functional Competencies • Evaluate various approaches to implement effective Salesforce Sales Cloud based solutions, take end-to-end ownership of feature releases, work in a fast-paced, collaborative environment, and in a cross-functional team. • Facilitating and developing future state design considerations including Salesforce Prototyping using lightning components/ LWC, make configurational changes within Salesforce using AppExchange, and/or other products. • Preparing final analysis reports/interactive dashboards for the stakeholders to understand the data-analysis steps, enabling them to take important decisions based on various facts and trends. • Participate in key meetings with clients including requirement sessions, system demos and user acceptance testing. • Strong understanding of the Salesforce platform, with the ability to customize standard and custom objects, formula fields, process automation, reports/dashboards, and use data tools (Excel + Inspector or similar) • Strong understanding of the Salesforce platform, with the ability to customize standard and custom objects, formula fields, process automation, reports/dashboards, and use data tools (Excel + Data Loader or similar) • Work with internal stakeholders and CRM Product Owner to create, maintain, and distribute performance dashboards for KPIs, measurable through Salesforce CRM. • Participate in cross-functional teams that address issues involving CRM and business operations, act in a consultative capacity to ensure Salesforce optimization. • Strong grasp of both administrator and developer areas of the Salesforce platform, understanding when and why to use declarative and programmatic solutions. Technical Competencies • Strong understanding of the Salesforce platform, with the ability to customize standard and custom objects, formula fields, process automation, reports/dashboards, and use data tools. Strong with Salesforce reports and Dashboards. (Excel + Data Loader or similar) • Work with stakeholders and CRM Product Owner to create, maintain, and distribute performance dashboards for KPIs, measurable through Salesforce/Tableau CRM. • Participate in cross-functional teams that address issues involving CRM and business operations, act in a consultative capacity to ensure Salesforce optimization. • Strong grasp of both administrator and developer areas of the Salesforce platform, understanding when and why to use declarative and programmatic solutions. • Proficiency in design, build Datasets, Data recipes, Dataflows and Dashboards in Tableau CRM (previously Einstein Analytics) • Salesforce Analytics Query Language (SAQL) - experience of building and modifying SAQL.
• Advanced EA dashboard building skills and a deep understanding of customizing the JSON and Binding and multi dataset linkage, examine data discrepancies and resolve dashboard data issues. Client Management / Stakeholder Management • Develop cordial and trust-based relationship with clients (EST hours) and own team, and fully own the service delivery of client requests. Candidate Profile: • 3-5 years relevant experience in acting as Salesforce Administrator/Developer, Tableau CRM Admin • Good to have Salesforce Administrator, Salesforce Developer I, Salesforce Einstein Analytics and Discovery Certification. • Strong understanding of Salesforce platform, with the ability to build custom apps and objects, formula fields, process automations, custom views, and other content of intermediate complexity • Ability to work independently, as well as part of team, and be an effective communicator. • Proficiency in MS Office (Excel, PowerPoint) Visualization tools – Tableau/ Tableau CRM (formerly Einstein Analytics). • Ability to build client relations, actively communicate and get involved in discussions with client team • Analytical mind with a problem-solving aptitude, critical thinking, and ability to deal with pressure are essential for this position. Essential Qualification: Bachelor’s degree in IT or equivalent required with 3-4 years relevant experience. Masters/degree in Business Analytics is preferable.
Skills Required : Salesforce Reporting, Advanced Excel, Salesforce Admin, Development, Analytics Reporting, Reporting
Education/Qualification : B.E
Role :
Summary: Requirement is for an experienced Salesforce professional who has administrative/development/business analysis skills to transform the business requirements to Salesforce and Tableau CRM solutions and weave final results into actionable items for customers. Functional Competencies • Evaluate various approaches to implement effective Salesforce Sales Cloud based solutions, take end-to-end ownership of feature releases, work in a fast-paced, collaborative environment, and in a cross-functional team. • Facilitating and developing future state design considerations including Salesforce Prototyping using lightning components/ LWC, make configurational changes within Salesforce using AppExchange, and/or other products. • Preparing final analysis reports/interactive dashboards for the stakeholders to understand the data-analysis steps, enabling them to take important decisions based on various facts and trends. • Participate in key meetings with clients including requirement sessions, system demos and user acceptance testing. • Strong understanding of the Salesforce platform, with the ability to customize standard and custom objects, formula fields, process automation, reports/dashboards, and use data tools (Excel + Inspector or similar) • Strong understanding of the Salesforce platform, with the ability to customize standard and custom objects, formula fields, process automation, reports/dashboards, and use data tools (Excel + Data Loader or similar) • Work with internal stakeholders and CRM Product Owner to create, maintain, and distribute performance dashboards for KPIs, measurable through Salesforce CRM. • Participate in cross-functional teams that address issues involving CRM and business operations, act in a consultative capacity to ensure Salesforce optimization. • Strong grasp of both administrator and developer areas of the Salesforce platform, understanding when and why to use declarative and programmatic solutions. Technical Competencies • Strong understanding of the Salesforce platform, with the ability to customize standard and custom objects, formula fields, process automation, reports/dashboards, and use data tools. Strong with Salesforce reports and Dashboards. (Excel + Data Loader or similar) • Work with stakeholders and CRM Product Owner to create, maintain, and distribute performance dashboards for KPIs, measurable through Salesforce/Tableau CRM. • Participate in cross-functional teams that address issues involving CRM and business operations, act in a consultative capacity to ensure Salesforce optimization. • Strong grasp of both administrator and developer areas of the Salesforce platform, understanding when and why to use declarative and programmatic solutions. • Proficiency in design, build Datasets, Data recipes, Dataflows and Dashboards in Tableau CRM (previously Einstein Analytics) • Salesforce Analytics Query Language (SAQL) - experience of building and modifying SAQL.
• Advanced EA dashboard building skills and a deep understanding of customizing the JSON and Binding and multi dataset linkage, examine data discrepancies and resolve dashboard data issues. Client Management / Stakeholder Management • Develop cordial and trust-based relationship with clients (EST hours) and own team, and fully own the service delivery of client requests. Candidate Profile: • 3-5 years relevant experience in acting as Salesforce Administrator/Developer, Tableau CRM Admin • Good to have Salesforce Administrator, Salesforce Developer I, Salesforce Einstein Analytics and Discovery Certification. • Strong understanding of Salesforce platform, with the ability to build custom apps and objects, formula fields, process automations, custom views, and other content of intermediate complexity • Ability to work independently, as well as part of team, and be an effective communicator. • Proficiency in MS Office (Excel, PowerPoint) Visualization tools – Tableau/ Tableau CRM (formerly Einstein Analytics). • Ability to build client relations, actively communicate and get involved in discussions with client team • Analytical mind with a problem-solving aptitude, critical thinking, and ability to deal with pressure are essential for this position. Essential Qualification: Bachelor’s degree in IT or equivalent required with 3-4 years relevant experience. Masters/degree in Business Analytics is preferable.
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