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Business Consultant
Posted 2 days agoViewed
💎 Seniority level: Senior, 8+ years
📍 Location: Karnataka, India
⏳ Experience: 8+ years
Requirements:
- MBA from a reputed university, with a Science or Engineering undergraduate degree
- 8+ years of hands-on experience in configuring and setting up Marketing, Sales, Finance, and other business processes
- Salesforce Consultant Certification (preferred)
- Proven track record of successfully managing CRM implementations
- Strong understanding of business processes and sales funnel management
- Proficiency in Analytics tools, reports, and dashboards
- Excellent analytical, problem-solving, and organizational skills
- Strong communication and interpersonal skills for effective client engagement
- Experience with additional CRM or business management tools
- Familiarity with Agile project methodologies
Responsibilities:
- Engage with internal and external stakeholders to understand their business needs, challenges, and objectives
- Provide expert consulting on Sales, Marketing, and ERP setup and best practices
- Conduct gap analysis to identify opportunities for process improvements
- Lead the implementation and configuration of Salesforce CRM solutions tailored to client specifications
- Design custom fields, objects, workflows, and validation rules based on business requirements
- Ensure user training and adoption strategies are implemented for smooth transitions
- Oversee the integration of Salesforce with other business systems (e.g., ERP, marketing automation)
- Collaborate with technical teams to ensure data integrity and seamless integrations
- Troubleshoot and resolve CRM system issues related to integrations and functionality
- Manage project timelines, resources, and deliverables to ensure successful execution
- Conduct regular client meetings and status updates to track progress and address concerns
- Prepare comprehensive documentation of CRM configurations, processes, and user guides
- Analyze and report on CRM performance metrics, recommending necessary adjustments and enhancements
- Provide ongoing support and training for clients to maximize the potential of Salesforce
- Stay updated with Salesforce releases and enhancements to leverage new features
- Work closely with sales, marketing, and customer service teams to align CRM strategies with business objectives
- Participate in cross-functional teams to drive continuous improvement initiatives
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