Act as the business and process SME for Salesforce (SFDC), owning end-to-end lead, opportunity, quote, contract, order and renewal workflows.
Own and optimize sales-side Salesforce processes to improve sales execution, user experience and operational efficiency.
Drive pipeline governance, opportunity management and CRM data quality to ensure accurate reporting and decision-making.
Oversee contract-to-order processes and ensure appropriate controls around products, pricing, approvals, payment terms, contract dates and invoice schedules.
Partner with Sales, Sales Operations, Finance, Legal, Operations, IT and implementation partners to resolve complex process, system, contract and integration issues.
Oversee business-side Salesforce administration and support across access, profiles, permissions, queues, workflows, reports and dashboards.
Lead business requirements gathering for Salesforce enhancements and translate business needs into functional requirements.
Coordinate and participate in end-to-end UAT, defect tracking, Jira story validation, release sign-off and post-implementation support.
Drive Salesforce adoption across Sales and Sales Support through structured training, process communication and ongoing enablement.
Own and maintain SOPs, process maps, user guides, training materials and operating controls.
Manage Salesforce-to-legal system (Apollo) handoffs and drive issue tracking and reconciliation.
Identify process gaps and manual workarounds and drive automation, standardization and continuous process improvements.
Requirements
6+ years of experience.
Bachelor’s/Master’s degree in Business Administration, Information Technology, Computer Science, Commerce or a related discipline.
Strong hands-on experience with Salesforce (SFDC) is mandatory; Salesforce certification will be an added advantage.
Relevant experience in Sales Enablement, Sales Operations, CRM Operations or Salesforce-driven business processes.
Strong understanding of lead-to-order processes, including lead, opportunity, quote, contract, order and renewal management.
Experience in CRM implementations, Salesforce enhancements, business requirement gathering and UAT.
Strong understanding of CRM governance, pipeline management, reporting and data-quality controls.
Experience driving process improvements, automation and standardization across sales processes.
Strong stakeholder management skills with the ability to partner with Sales, Finance, Legal, Operations, IT and implementation teams.
Ability to independently manage projects, priorities and cross-functional business requirements.
Strong analytical, problem-solving and decision-making skills.
Excellent communication, presentation and training skills with the ability to drive user adoption and change.
