We are looking for a Salesforce Administrator to manage and optimize our CRM systems, ensuring smooth operations and data integrity.

Responsibilities:

CRM Administration

• Manage and maintain Salesforce or HubSpot CRM, including user setup, roles, profiles, permissions, reports, dashboards, and workflows.

• Ensure data accuracy, cleanliness, and integrity across the CRM database.

• Implement automation and improvements for lead management, sales tracking, and reporting processes.

Training & Support

• Train new users and conduct ongoing training sessions to improve CRM adoption and efficiency.

• Develop training materials, SOPs, and user documentation for Salesforce and HubSpot.

Audit & Compliance

• Conduct regular audits to ensure CRM processes are being followed.

• Monitor user activity and provide feedback for improved compliance and usage.

• Assist with audit trails and reporting for internal or external stakeholders.

RFP/RFI Management

• Maintain and organize the RFP/RFI database.

• Oversee client registration processes and ensure documentation aligns with US-based client and compliance standards.

Key Requirements:

• 3–5 years of hands-on experience with Salesforce and/or HubSpot CRM.

• Strong understanding of CRM architecture, workflows, reports, and automation.

• Excellent communication, training, and documentation skills.

• Experience with CRM audits, data hygiene, and process improvement.

• Knowledge of RFP/RFI management and familiarity with US B2B client standards is a plus.

• Ability to work independently during US business hours (night shift).

Preferred Qualifications:

• Salesforce Admin and/or HubSpot CRM certifications.

• Familiarity with integration tools such as Zapier and APIs.

• Experience in BPO or US-based client service environments.

 Work Setting: Onsite Timings: US Business Hours