Senior Analyst, Customer OnBoarding & SalesForce Governance

3 - 7 years

0 Lacs

Posted:1 week ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Senior Analyst in the Segmentation & Customer Onboarding team, you will play a crucial role in shaping customer acquisition and onboarding strategies by leveraging analytical insights. Your responsibilities will include: - Designing and implementing customer segmentation frameworks to support targeted onboarding strategies. - Optimizing and managing workflows using Salesforce New Account Model for seamless onboarding. - Analyzing performance data to recommend process improvements and enhance customer experience. - Collaborating with cross-functional teams to ensure accurate and efficient CRM data handling. - Generating reports, dashboards, and actionable insights using advanced Excel skills. - Utilizing Dun & Bradstreet (D&B) datasets to enrich customer profiles and drive smarter segmentation. - Ensuring data integrity by maintaining data hygiene and conducting regular Salesforce audits. To excel in this role, we are looking for candidates with the following qualifications: - Proven experience in customer segmentation and onboarding analytics. - Proficiency in Salesforce, specifically the New Account Model. - Strong command over Microsoft Excel including pivot tables, advanced formulas, and data visualization. - Solid understanding of CRM platforms and data architecture. - Familiarity with D&B data services and their application in business analytics. - Excellent communication skills and stakeholder management abilities. - A knack for problem-solving and analytical thinking. Additionally, we require candidates to have 3-5 years of experience with any graduation degree. In terms of competencies, you should possess skills in: - Solving Complex Problems - Interacting with People at Different Levels - Prioritizing and Organizing Work - Serving Customers - Building and Supporting Teams - Driving for Results - Using Math Your skills should include: - Continuous Process Improvement - Data Management - Data Analysis - Research - Reports Development - Metadata Analysis - Sales Tools Education-wise, a bachelor's or master's degree in business administration, marketing, or a relevant field is preferred for this role.,

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Colt Technology Services

Telecommunications / Information Technology

London