Role Overview
We are looking for a Salesforce CRM & Analytics Specialist with strong experience in Salesforce data, analytics, integration and API development, preferably within the Banking/BFSI domain.
Key Responsibilities
Integrate Salesforce CRM data with the Bank’s analytics platform, data lake/warehouse and governed enterprise data.
Enable Customer 360, RM dashboards, lead/funnel analytics, segmentation, propensity, cross-sell/up-sell and campaign analytics.
Develop and manage APIs to push analytical data and other outputs from the Analytics platform to Salesforce CRM.
Define CRM-to-core reconciliation, customer/entity matching and data-quality rules.
Support data governance, access control and data lineage requirements.
Co-develop CRM analytics solutions with Bank business and CRM teams.
Ensure scalable and reliable CRM data integration and analytics processes.
Required Skills & Experience
5+ years of experience in Salesforce CRM data, analytics and integration.
Demonstrable experience in BFSI/Banking assignments.
Strong understanding of Salesforce Data Model, APIs, integrations, Customer 360, Leads, Opportunities, Campaigns and Analytics.
Hands-on experience integrating CRM data with enterprise data lakes/warehouses.
Strong API development/integration experience.
Exposure to banking customer analytics, RM/sales analytics, segmentation, propensity or campaign measurement is preferred.
Preferred Certifications
Salesforce Administrator
Salesforce Platform App Builder
Salesforce Data Cloud
Salesforce CRM Analytics
