Business Consultant (Salesforce and ERP)

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)