About this Salesforce CRM & Analytics Specialist role at Weekday AI
๐ง๐ต๐ถ๐ ๐ฟ๐ผ๐น๐ฒ ๐ถ๐ ๐ณ๐ผ๐ฟ ๐ผ๐ป๐ฒ ๐ผ๐ณ ๐๐ต๐ฒ ๐ช๐ฒ๐ฒ๐ธ๐ฑ๐ฎ๐'๐ ๐ฐ๐น๐ถ๐ฒ๐ป๐๐
๐ฆ๐ฎ๐น๐ฎ๐ฟ๐ ๐ฟ๐ฎ๐ป๐ด๐ฒ: ๐ฅ๐ ๐ญ๐ฑ๐ฌ๐ฌ๐ฌ๐ฌ๐ฌ - ๐ฅ๐ ๐ฎ๐ฌ๐ฌ๐ฌ๐ฌ๐ฌ๐ฌ (๐ถ๐ฒ ๐๐ก๐ฅ ๐ญ๐ฑ-๐ฎ๐ฌ ๐๐ฃ๐)
Experience: 7+ yrs
Location: noida
Job Type: Full-time
We are looking for an experiencedย Salesforce CRM & Analytics Specialistย with strong expertise in Salesforce data, analytics, integration, and API development, preferably within theย Banking / BFSI domain.
The ideal candidate will have a strong understanding of Salesforce CRM architecture and enterprise data environments, with the ability to integrate CRM data with analytics platforms, data lakes, data warehouses, and governed enterprise systems. You will help enable data-driven customer insights, sales analytics, and CRM capabilities across complex banking environments.
Requirements
Key Responsibilities
- Integrateย Salesforce CRM dataย with enterprise analytics platforms, data lakes, data warehouses, and governed data environments.
- Develop data solutions that enableย Customer 360 and unified customer insights.
- Support CRM analytics use cases includingย RM dashboards, lead and funnel analytics, segmentation, propensity, cross-sell/up-sell, and campaign analytics.
- Develop and manageย APIs and integration servicesย to transfer analytical data and other outputs into Salesforce CRM.
- Design and maintain reliable CRM-to-core system reconciliation processes.
- Define customer and entity matching rules to ensure consistency across CRM and enterprise data platforms.
- Establish data-quality rules, validation processes, and mechanisms for identifying and resolving data issues.
- Supportย data governance, access control, security, and data-lineageย requirements.
- Collaborate with business and CRM teams to co-develop Salesforce analytics and data solutions.
- Translate business and analytical requirements into scalable technical solutions.
- Monitor the reliability and performance of CRM data integrations and analytics processes.
- Troubleshoot data, API, and integration issues and coordinate resolution with relevant teams.
- Contribute to technical documentation, integration standards, data models, and solution design activities.
What Makes You a Great Fit
- 5+ years of experienceย in Salesforce CRM data, analytics, integration, or related enterprise CRM technologies.
- Strong understanding of theย Salesforce Data Model, APIs, integrations, Leads, Opportunities, Campaigns, and Analytics.
- Demonstrable experience working onย Banking / BFSIย technology, data, or CRM assignments.
- Hands-on experience integrating Salesforce withย enterprise data lakes, data warehouses, analytics platforms, or governed data environments.
- Strong experience withย API development, system integration, and enterprise data exchange.
- Good understanding ofย Customer 360 and customer data management.
- Experience with banking customer analytics, relationship-manager/sales analytics, segmentation, propensity modelling, or campaign measurement is preferred.
- Strong understanding ofย data quality, reconciliation, customer/entity matching, governance, access control, and data lineage.
- Strong analytical and problem-solving abilities with excellent attention to data accuracy and reliability.
- Ability to work effectively with CRM, analytics, data, technology, and business stakeholders.
- Strong communication skills and the ability to translate complex business requirements into practical technical solutions.
- Salesforce certifications such asย Salesforce Administrator, Platform App Builder, Salesforce Data Cloud, or Salesforce CRM Analyticsย will be an advantage.
- Ability to work independently, manage multiple priorities, and contribute effectively within a cross-functional environment.