EdTerra - Business Consultant - Salesforce & ERP

Job Description:

About the role:

- We are seeking a skilled Business Consultant with extensive experience in configuring and managing Customer Relationship Management (CRM) systems, particularly Salesforce, ERPs.

- The ideal candidate will have a consultative approach to understanding client needs, managing CRM implementations, and providing insights to optimize business operations.

- A Salesforce Consultant Certification is a prerequisite for this role.

Roles & 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.

Education/Experience:

Skills and Qualifications:

- 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 a plus.

- 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.

- Experience with additional CRM or business management tools.

- Familiarity with Agile project methodologies.

Job Location: Bangalore (Remote).

Job Shift: U.S. Shift (03:00 PM IST to 12:00 AM IST).