Salesforce CRM Data Analyst.
This mandate is run by SYMPHONI HR, a Mumbai-based executive search firm, est. 2003. Applications are email-verified and reach the search team running the role — confidentially, always.
About the organisation.
Our client is a leading global provider of advanced technology and process intelligence solutions. They specialize in leveraging artificial intelligence to deliver measurable business outcomes for the world’s largest enterprises. With a culture rooted in active learning and client-centricity, they provide innovative solutions that transform modern business operations.
About the role.
This role focuses on managing and optimizing Salesforce CRM data to drive strategic decision-making. You will be responsible for developing KPI dashboards, managing lead data, and ensuring high-quality reporting to support cross-functional stakeholders. The position requires a blend of technical proficiency in data tools and a strong understanding of customer analytics.
What you will do.
- Develop and maintain comprehensive KPI dashboards to track sales and marketing performance.
- Manage and optimize Salesforce CRM data, including lead management and data integrity.
- Perform advanced data analysis to identify market trends and customer behavior patterns.
- Collaborate with cross-functional teams to align data reporting with business objectives.
- Utilize Microsoft Power BI and Excel automation to streamline reporting processes.
- Provide actionable insights to stakeholders based on customer analytics and market research.
- Ensure accurate data migration and management using Data Loader and other technical tools.
- Recommend process improvements to enhance CRM efficiency and data-driven decision-making.
What you bring.
- Bachelor’s or Master’s degree in Business, Marketing, or a related field.
- Proven experience in Salesforce CRM administration and data management.
- Strong proficiency in Microsoft Power BI and advanced Microsoft Excel automation.
- Expertise in customer analytics, lead management, and market analytics.
- Demonstrated ability in stakeholder management and cross-functional collaboration.
- Proficiency in using Data Loader for complex data operations.
- Excellent communication skills with C2 level English proficiency.
- Strong analytical mindset with a focus on reporting and performance metrics.
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