Sr CRM Admin

3 - 8 years

5 - 10 Lacs

Posted:16 hours ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

About You

You are a proactive and experienced Salesforce operations professional who thrives at the intersection of business and technology. With a strong technical foundation and a passion for process improvement, you enjoy working with cross-functional teams to simplify, scale, and automate CRM workflows that drive measurable business impact.

Role and Responsibilities

As a CRM admin. in our CRM Customer Data Excellence team, your responsibilities will include:
  • Salesforce Platform Management: Administer, configure, and maintain the Salesforce platform, ensuring optimal performance, reliability, and alignment with business objectives.
  • Data Quality Governance: Own data hygiene, deduplication, enrichment, and operational cadence processes to maintain high CRM data quality. Implement and monitor data governance policies.
  • User Access Management: Manage user roles, permissions, profiles, and license usage in compliance with security and regulatory standards.
  • Territory Process Administration: Oversee territory assignment and changes for the sales community, adhering to the GTM model. Support lead lifecycle, opportunity management, and forecasting initiatives.
  • Change Management Deployment: Lead user acceptance testing (UAT), deployment, and change management for system enhancements and fixes. Communicate changes and gather feedback from stakeholders.
  • Training Documentation: Develop, plan, and deliver sales tool training. Build and maintain internal documentation and best practices.
  • Cross-Functional Collaboration: Partner with business, IT, and other teams to implement scalable processes and automation across the CRM ecosystem. Advocate for business needs and act as a subject matter expert on Salesforce and business processes.
  • Reporting Analytics: Perform business analysis and reporting, providing actionable insights to management and sales teams.
  • Continuous Improvement: Proactively identify process bottlenecks and propose scalable solutions. Evaluate new Salesforce features and drive adoption of relevant enhancements.
  • Ensure adherence to data privacy regulations (e.g., GDPR), support audit activities, and conduct periodic reviews of access controls.

Professional Expertise

Must-Have Skills:

  • Proven experience as the operational point of contact for sales and business teams, ensuring smooth execution of GTM processes and high data quality standards
  • Deep expertise in Salesforce operations: user management, data governance, process automation, and system configuration
  • Strong understanding of marketing and sales processes: territory management, lead management and routing, pipeline management, deal progression, and forecasting
  • Knowledge of account and contact management best practices, including segmentation, enrichment, deduplication, and hierarchy management
  • Exposure to revenue operations workflows such as territory management, pipeline coverage, and quota tracking
  • Ability to translate technical concepts into clear business terms and vice versa; strong sense of responsibility and teamwork.
  • Proactive problem-solving: identifying bottlenecks and proposing practical, scalable solutions
  • Track record of implementing automation and workflow that reduce manual tasks and improve CRM usability and productivity
  • Proficiency in Microsoft Office suite, especially Excel
  • Experience working in global teams across time zones in a collaborative environment with business users, colleagues, IT, Sales Operations, Marketing, Customer Success and other colleagues
  • Acted as the operational point of contact for Sales and other parts of the business teams, ensuring smooth execution of GTM processes and high data quality standards.
  • Deep expertise in day-to-day Salesforce operations, including user management, data governance, process automation and system configuration.
  • Good understanding of Marketing Sales processes: Territory Management, Lead ManagementRouting, Pipeline Management, Deal Progression, Forecasting
  • Knowledge of Account and Contact management best practices, including data segmentation, enrichment, deduplication, and hierarchy management.
  • Exposure to Revenue Operations workflows such as territory management, pipeline coverage and quota tracking.
  • Team player with strong sense of responsibility and ability to translate technical concepts into clear business terms and vice versa.
  • Proactively identifies bottlenecks in processes and proposes practical, scalable solutions.
  • Ability to handle multiple tasks simultaneously and prioritize accordingly
  • Lead and optimize core operational processes such as lead routing, case management, segmentation, territory assignments, and data hygiene.
  • Proven track record of implementing automation and workflow efficiencies that reduced manual tasks, improved CRM usability and increased team productivity.
  • Proficient in Microsoft suite Word, PowerPoint and especially Excel
  • Experience working in a global team working across different time zones, in a collaborative environment with business users, colleagues, IT, Sales Operations, Marketing, Customer Success and other colleagues

Preferred Skills:

  • Broader knowledge of other Revenue tech stack tools, e.g. Eloqua, HubSpot, Gainsight, Certinia
  • Familiarity with implementing AI and Agents to improve productivity and enhance the user experience
  • Experience with data visualization tools (e.g., Tableau, CRMA, Power BI) and basic scripting (e.g., Salesforce Flow, Apex triggers).

Education:

  • Bachelors degree in computer science, Information Systems, or a related field
  • Salesforce Administrator certification preferred
  • Minimum 3 yearsexperience in Salesforce administration or related roles (recommended).

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