Salesforce Specialist.

Overview

The Salesforce Specialist is a member of the Empower Sales and Service Enablement Team, partnering with sales and service leaders to provide reporting, dashboard updates and efficiencies for Regional Sales Directors, Internal Sales Directors and RM teams using Salesforce. The role is a hands-on technology leader focused on driving sales and retention with solutions in Salesforce.

What you'll do

• Partner with leaders and trainers to ensure training and understanding of necessary skills and technology for associates on Salesforce (classes, utilizing resources, monitoring, mentoring, coaching, gathering feedback).
• Lead others to solve complex problems and advise functional areas with proposed solutions and best practices.
• Network with key contacts outside your own functional area and influence others in your area of specialty.
• Explain difficult concepts and influence stakeholders.
• Participate with teams solving complex and sometimes unusual problems that may have a significant financial impact on the company.
• Manage projects and deliver solutions on the Salesforce platform for the Sales and RM teams.
• Partner with leadership to identify the needs of the sales and service teams and provide training to the sales and RM teams.
• Compile, execute and distribute weekly and monthly sales or RM reports for internal and external sales and/or RM teams, as well as any ad hoc report requests.
• Ensure reports include all pertinent information needed to track Divisional Vice-Presidents and Relationship Manager activity from inception to closure.
• Complete additional projects as assigned.

What you'll need

• Business, Marketing or Communications degree, or relevant years of experience.
• 5-10 years of experience in the financial services industry.
• Ability to work on a variety of assignments and switch gears based on changing priorities and deadlines, adept working with multiple systems.
• Strong communication skills and proven presentation skills.
• Experience with project management and managing multiple projects simultaneously.
• Proficiency in MS Office Suite and Advanced Excel.

Nice to have

• Salesforce Administrator Certification.
• Salesforce.com and Dataloader experience.

Details

• Location: Bangalore, Karnataka, India.
• Operates in a professional office environment.