Manager - Salesforce Admin

Job Description: We are seeking a Business Analyst to join our Salesforce Team with responsibility for analyzing business processes, gathering requirements, creating reports and dashboards, and working closely with the relevant technical teams. This role requires a strong understanding of Salesforce capabilities and the ability to transform business requirements into effective solutions and directly support the front-end teams.

Responsibilities: Requirement Gathering: Work with stakeholders to understand their needs and gather detailed business requirements.

Documentation: Document business processes, requirements, and solutions accurately and concisely. Create Training documents to support changes and update SOPs as necessary.

Solution Design: Communicate business requirements, ensuring consistency with best practices while completing Solution Design.

Testing and Validation: Conduct testing and validation of Salesforce solutions to ensure they meet business requirements and function as anticipated.

Deployment: Support the deployment of solutions and assist in the resolution of any issues.

Training and Support: Provide training and assistance to end-users to ensure successful adoption of Salesforce solutions. Support onboarding of new Salesforce users in the Global Sales Organization.

Problem Solving: work with users to troubleshoot and resolve issues.

Continuous Improvement: Identify opportunities for process improvements and recommend Salesforce enhancements to increase efficiency.

Monitor and Measure: Identify and track key performance indicators (KPIs) and success metrics.

Data Understanding: Understanding the Salesforce data, highlight the challenges, data cleansing, data transformation, data preprocessing.

Collaboration: Work closely with cross-functional teams such as BU's, data engineers, data scientists, technology team, and business analysts to ensure alignment of solutions with the wider strategy.

Data Security: Understand the security aspects of Salesforce (OWD, Profiles and Roles) and implement them as per the EXL’s SOP/SOA.

Qualifications: Business Analysis & Requirements

Business Requirements Gathering

Requirement Elicitation Workshops

Process Mapping (As-Is / To-Be)

User Story Creation & Acceptance Criteria Definition

BRD, FRD, and Functional Specification Documentation

Gap Analysis & Impact Assessment

Backlog Management & Prioritization

Requirement Traceability

Salesforce Functional Expertise

Strong understanding of Salesforce Sales Cloud

Opportunity, Account, Contact, Lead & Pipeline Management

Salesforce Security Model (Roles, Profiles, Permission Sets)

Approval Processes & Business Automation

Salesforce Reports & Dashboards

CRM Analytics (CRMA) / Revenue Intelligence

Salesforce Best Practices & Standard Functionality Adoption

Data Quality & Data Governance

Solution Design & Delivery

Functional Solution Design

Wireframing and Process Flow Creation

Translating Business Requirements into Salesforce Solutions

Collaboration with Admins, Developers & Integration Teams

Integration Requirement Analysis

Change Request Evaluation & Effort Estimation

Release Readiness Support

Testing & Quality Assurance

UAT Planning & Coordination

Test Scenario & Test Case Creation

Defect Management & Validation Testing

Business Sign-off Management

Post-Deployment Validation

Data & Reporting

Dashboard & KPI Definition

Salesforce Reporting

Data Migration & Data Validation

Master Data Management

Data Analysis and Trend Identification

Pipeline Analytics & Sales Performance Reporting

Stakeholder & Project Management

Stakeholder Management

Executive Communication

Cross-functional Collaboration

Workshop Facilitation

Agile / Scrum Methodology

JIRA & Sprint Planning

Risk, Dependency & Issue Tracking

Change Management & Enablement

User Training & Adoption Programs

SOP & User Guide Creation

Change Impact Assessments

Enablement Planning

User Feedback Collection & Continuous Improvement

Adoption Monitoring & KPI Tracking

Analytical & Soft Skills

Strong Analytical Thinking

Problem Solving

Critical Thinking

Excellent Written & Verbal Communication

Presentation & Facilitation Skills

Attention to Detail

Customer-Centric Mindset

Ability to work with Global Stakeholders

Preferred Certifications

Salesforce Certified Business Analyst

Salesforce Administrator Certification

Salesforce Sales Cloud Consultant

Agile/Scrum Certification (CSM/PSM)

CRM Analytics Certification (preferred)