Lead - Business Analyst (Salesforce)

Freshworks
Bengaluru
Workplace: OnsiteFull timeFunction: Business OperationsSkills: ["Problem-solving","Communication","Presentation"]

Design, implement, and optimize Salesforce Sales Cloud solutions as a Salesforce SME. Partner with stakeholders to translate requirements into scalable configurations, including Sales Cloud features, sales automation, forecasting, and validation. Improve sales process using Salesforce functionality, ensuring data integrity across migrations and integrations. Build reports and dashboards for sales performance and provide post-implementation support, training users on new capabilities.

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Freshworks
Freshworks
1 day ago

Lead - Business Analyst (Salesforce)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Design, implement, and optimize Salesforce Sales Cloud solutions as a Salesforce SME. Partner with stakeholders to translate requirements into scalable configurations, including Sales Cloud features, sales automation, forecasting, and validation. Improve sales process using Salesforce functionality, ensuring data integrity across migrations and integrations. Build reports and dashboards for sales performance and provide post-implementation support, training users on new capabilities.
Location: Bengaluru
Workplace: Onsite
Employment Type: Full time
Job Function: Business Operations
Seniority: Mid level

Key Responsibilities

  • •Gather business requirements and design Salesforce Sales Cloud solutions with internal teams.
  • •Configure and customize Sales Cloud features and implement sales automation (lead routing/assignment, workflow automation, approvals, validation rules).
  • •Analyze and optimize sales processes to improve pipeline visibility, forecasting accuracy, and sales productivity.
  • •Ensure data integrity during migrations and integrations with external systems; build dashboards, reports, and analytics.
  • •Serve as Sales Cloud subject matter expert, train users on new features, and provide post-implementation support and enhancements.

Key Requirements

  • •Salesforce Certified Sales Cloud Consultant credential (active).
  • •Strong knowledge of Salesforce core architecture, declarative configuration, and Sales Cloud capabilities.
  • •Technical knowledge of Apex and Salesforce Flow.
  • •Experience handling large-scale, complex SFDC migrations and data migration/integrations with third-party applications.
  • •6–10+ years of Salesforce administration or consulting experience, including 1–2 years supporting SaaS/subscription-based businesses.
Experience:SaaSSubscription-based businesses
Skills:Problem-solvingCommunicationPresentation
Certifications:Salesforce Certified Sales Cloud Consultant
Languages:English
Tech Stack:SalesforceSales CloudLeadsAccountsContactsOpportunitiesForecastingTerritoriesProductsPrice BooksQuotesWorkflow automationApproval processesValidation rulesSalesforce FlowApexData migrationIntegrationsDashboardsReports

Company Brief

Freshworks
Provides cloud-based customer engagement, CRM and ITSM software (Freshdesk, Freshservice, Freshsales) that helps businesses manage customer and employee experiences through SaaS products and AI-driven tools.
Industry: Enterprise Software
Company Size: Enterprise (1,001+ employees)
Revenue: USD 500M to 1B
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: San Mateo, United States
Founded: 2010
Glassdoor
Glassdoor: 3.5
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