Salesforce Analyst

3 - 4 years

7 - 15 Lacs

Posted:None| Platform: Naukri logo

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Job Type

Full Time

Job Description

Role : Salesforce Analyst / Developer (3-4 Years Experience)

Location: Hyderabad

Overview:

Key Responsibilities:

  • Gather requirements with real estate business stakeholders, including sales, leasing, marketing, and property management teams, to capture CRM and workflow needs specific to the real estate industry.
  • Design, develop, and implement Salesforce solutions supporting real estate business processes such as lead management, opportunity tracking, inventory management, bookings, contract management, and customer service.
  • Configure Salesforce modules (primarily Sales Cloud and Service Cloud) to address unique real estate requirements, such as project and unit mapping, property lifecycle management, and payment tracking.
  • Integrate Salesforce with other real estate systems (e.g., property listing portals, ERP for inventory/finance, marketing platforms).
  • Develop custom components using Apex, Lightning Web Components, Visualforce, and Flows, tailored for real estate lead nurturing, property allocations, payment schedules, and contract generation.
  • Maintain and automate business rules for real estate scenarios—site visits, customer follow-ups, KYC compliance, and document management.
  • Create and maintain dashboards and reports for sales pipeline, inventory status, collection schedules, and agent performance.
  • Collaborate with sales, marketing, operations, and IT to continuously improve system functionality and user adoption specific to the property sector.
  • Ensure data security, privacy (including customer and property data), and compliance with industry regulations within the Salesforce environment.
  • Stay updated with Salesforce enhancements and best practices relevant to the real estate industry.

Required Skills and Qualifications:

  • Bachelor’s / Master’s degree in Computer Science, Information Technology, or related field, or MBA or equivalent
  • 3–4+ years of Salesforce development/analyst experience, with preference for real estate industry exposure.
  • Proven expertise in Salesforce platform customization (Apex, LWC, Visualforce, SOQL, SOSL).
  • Experience with real estate process automations (site visit scheduling, payment plans, booking workflows).
  • Strong grasp of system integrations, especially with real estate listing sites, ERP, and marketing automation platforms.
  • Proficiency using Salesforce declarative tools (Flows, Process Builder, Validation Rules, Reports, and Dashboards) for real estate business cases.
  • Salesforce certifications (e.g., Platform Developer I, Salesforce Administrator) advantageous.
  • Familiarity with real estate sales/marketing cycles, inventory management, and property documentation processes.
  • Strong analytical and communication skills; experience supporting cross-functional real estate teams.

Location:

Preferred:

  • Experience in large-scale Salesforce implementations for real estate developers, agents, or property management companies.
  • Familiarity with CRM mobile app customization for field sales/agents.
  • Exposure to CPQ, Marketing Cloud, and community portals for brokers or buyers.
  • Knowledge of real estate regulations and KYC/AML processes as related to CRM system design.

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