Business Consultant

Summary

Join our team as a Business Consultant specializing in Salesforce and ERP systems! You will leverage your extensive CRM experience to understand client needs, manage implementations, and optimize business operations. This role requires a consultative approach, strong technical skills, and the ability to lead projects. A Salesforce Consultant Certification is essential. You will work closely with clients and internal teams to ensure successful project delivery and ongoing support. The position is based in Bangalore with a UK shift.

Requirements

• MBA from a reputed university with Science or Engineering undergraduate degree
• Minimum of 6+ years of hands-on experience in configuring and setting up Marketing, Sales, Finance and other business processes
• Salesforce Consultant Certification
• Proven track record of successfully managing CRM implementations
• Strong understanding of business processes and sales funnel management
• Proficiency in Analytics tools and features, including reports and dashboards
• Excellent analytical, problem-solving, and organizational skills
• Strong communication and interpersonal skills for effective client engagement

Responsibilities

• Engage with internal and external customers to understand their business needs, challenges, and objectives
• Provide expert advice 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 client requirements
• Ensure user training and adoption strategies are implemented for successful 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 issues related to system integrations and functionality
• Manage project timelines, resources, and deliverables to ensure successful project execution
• Conduct regular meetings and status updates with clients to track progress and address concerns
• Prepare comprehensive documentation of CRM configurations, processes, and user guides
• Analyze and report on CRM performance metrics to recommend 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

Preferred Qualifications

• Experience with additional CRM or business management tools
• Familiarity with Agile project methodologies

Benefits

Remote work