(IND-Bangalore) Salesforce CRM Solution Analyst
Bangalore, Karnataka 1 month ago
Job Description
**Job Title: Salesforce Analyst**
**Job Overview:**
The Salesforce Analyst is responsible for optimizing the use of Salesforce within Pearson. This includes meeting with business stakeholder, gathering and analyzing business requirements, writing and refining user stories, collaborate with engineering and architecture on solution designs, and provide ongoing support for capabilities enhancements and incident response. The role also involves creating reports, managing data, and working closely with stakeholders to ensure the Salesforce platform supports the company’s overall goals.
**Key Responsibilities:**
1. **Business Analysis&Requirement Gathering:**
2. Work closely with customer service teams, to gather requirements and understand their needs.
3. Translate business requirements into functional Salesforce specifications, ensuring solutions align with business objectives and best practices.
4. Document user stories, workflows, and process maps to inform Salesforce configurations and enhancements.
5. **Salesforce Configuration:**
6. Configure and customize Salesforce to meet business needs, including creating custom objects, workflows, validation rules, prompt templates and automation processes.
7. Work with Salesforce developers when necessary to implement advanced solutions, ensuring proper integration with other systems.
8. Manage Salesforce user roles, permissions, profiles, and sharing settings to ensure appropriate access and security.
9. **Data Management&Reporting:**
10. Oversee data integrity in Salesforce by implementing data quality best practices, including data deduplication, cleansing, and validation.
11. Create and maintain Salesforce reports and dashboards to provide actionable insights and support decision-making for various departments.
12. **Training&Support:**
13. Provide training and support to Salesforce users across the organization, helping them understand and make the best use of Salesforce features.
14. Troubleshoot issues and provide prompt support for Salesforce-related problems, escalating complex issues when needed.
15. Develop user guides, documentation, and training materials to improve user proficiency and engagement with Salesforce.
16. Test case development and help coordinate and run user acceptance testing
17. **Process Optimization:**
18. Identify opportunities to optimize business processes through automation, integration, and customization of Salesforce.
19. Work with stakeholders to continuously improve and streamline workflows, ensuring the platform supports operational efficiency.
20. Conduct regular system audits to ensure optimal performance and compliance with company standards and industry regulations.
21. **Collaboration&Communication:**
22. Collaborate with Salesforce administrators, developers, and other IT team members to ensure smooth implementation of system changes and enhancements.
23. Serve as a liaison between technical teams and non-technical business users, ensuring clear communication of requirements and solutions.
24. Stay up to date on Salesforce platform updates and new features, evaluating their potential benefits to the organization.
**Key Skills&Qualifications:**
+ **Education:** Bachelor’s degree in Business, Information Technology, Computer Science, or related field. Salesforce certifications (e.g., Salesforce Certified Administrator, Salesforce Certified Business Analyst) are preferred.
+ **Experience:**
+ 4+ years of experience working as a Salesforce Analyst, SalesforceAdministrator, or a related role.
+ Hands-on experience with Salesforce configuration and customization, including workflows, validation rules, and automation.
+ Experience in business analysis, translating business needs into system requirements.
+ **Salesforce Expertise:**
+ Strong understanding of Salesforce CRM, including Sales Cloud, Service Cloud, and other relevant modules.
+ Knowledge of Salesforce reporting, dashboards, and data management tools
+ Familiarity with Salesforce AppExchange and integrations with third-party applications.
+ **Analytical Skills:**
+Excellent analytical and problem-solving skills, with the ability to translate business requirements into technical solutions.
+ Strong attention to detail and commitment to data accuracy and integrity.
+ Ability to analyze large datasets and generate meaningful insights.
+ **Communication&Collaboration:**
+ Strong interpersonal and communication skills, with the ability to engage with both technical and non-technical stakeholders.
+ Ability to work effectively in a team environment and collaborate across departments.
+ Experience in delivering training and support to end users.
+ **Additional Competencies:**
+ Strong time management skills and ability to handle multiple tasks and projects simultaneously.
+ Adaptable and open to learning new technologies and methodologies.
+ Experience with Agile methodologies and project management tools is a plus.
**Who we are:**
At Pearson, our purpose is simple: to help people realize the life they imagine through learning. We believe that every learning opportunity is a chance for a personal breakthrough. We are the world's lifelong learning company. For us, learning isn't just what we do. It's who we are. To learn more: We are Pearson.
Pearson is an Affirmative Action and Equal Opportunity Employer and a member of E-Verify. We want a team that represents a variety of backgrounds, perspectives and skills. The more inclusive we are, the better our work will be. All employment decisions are based on qualifications, merit and business need. All qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, gender expression, age, national origin, protected veteran status, disability status or any other group protected by law. We strive for a workforce that reflects the diversity of our communities.
If you are an individual with a disability and are unable or limited in your ability to use or access our career site as a result of your disability, you may request reasonable accommodations by emailing TalentExperienceGlobalTeam@grp.pearson.com.
Note that the information you provide will stay confidential and will be stored securely. It will not be seen by those involved in making decisions as part of the recruitment process.
**Job:** TECHNOLOGY
**Organization:** Corporate Strategy&Technology
**Schedule:** FULL\_TIME
**Workplace Type:** On-site
**Req ID:** 17023
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