Job description
Business Consultant (Salesforce & ERP)
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.
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.K. Shift (03:00 PM IST to 12:00 AM IST)
