Offer summary

Qualifications:

MBA from a reputed university with a Science or Engineering undergraduate degree., 8+ years of hands-on experience in configuring and setting up business processes., Salesforce Consultant Certification is preferred., Strong analytical, problem-solving, and communication skills..

Key responsabilities:

Engage with stakeholders to understand business needs and objectives.

Lead the implementation and configuration of Salesforce CRM solutions.

Conduct gap analysis and provide expert consulting on best practices.

Manage project timelines and conduct regular client meetings to track progress.

Job description

Business Consultant – CRM & Process Optimization

About the Role

We are seeking a skilled Business Consultant with extensive experience in configuring and managing Customer Relationship Management (CRM) systems, particularly Salesforce and ERPs. The ideal candidate will have a consultative approach to understanding client needs, managing CRM implementations, and optimizing business operations. A Salesforce Consultant Certification is a plus for this role.

Roles & 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.

Skills & Qualifications:

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.