About this role
Key Responsibilities:
- Support end-to-end Salesforce processes covering leads, opportunities, quotes, contracts, orders, renewals and related sales workflows.
- Monitor lead flow, opportunity progression and pipeline data to ensure timely updates and accurate CRM information.
- Review sales quotes, contracts and order information for completeness and accuracy prior to downstream processing.
- Validate key transaction details including products, pricing, approvals, payment terms, contract dates, invoice schedules and order information.
- Provide day-to-day Salesforce user support, including access requests, queues, reports, dashboards, data modifications and issue resolution.
- Coordinate with Sales, Sales Operations, Finance, Legal, Operations and IT teams to resolve Salesforce, contract, order and data-related issues.
- Support Salesforce enhancements and releases through UAT execution, test case validation, defect reporting and post-implementation checks.
- Participate in detailed system and process testing to ensure new enhancements meet business requirements.
- Track user queries and support requests and ensure timely closure within agreed SLA timelines.
- Support accurate Salesforce-to-legal system handoffs and assist with issue tracking and reconciliation.
- Conduct Salesforce process training for new joiners across Sales and Sales Support.
- Maintain SOPs, user guides, process documentation, training materials and operational checklists.
- Identify recurring operational issues and recommend opportunities to improve processes and reduce manual activities.
Key Requirements:
- 5+ years of experience.
- Bachelor's or Master's degree in Business Administration, Commerce, Information Technology, Computer Science or a related discipline.
- Hands-on experience working with Salesforce (SFDC) is mandatory.
- Experience in Sales Operations, Sales Support, CRM Operations, Contract Management or Order Management is preferred.
- Salesforce certification would be an added advantage.