
CRM Analyst (Interim)
- Weybridge, Surrey
- Interim
- Full-time
- CRM user management and permission setting
- Deletion/updating/creation of records within Salesforce
- Ongoing data management, ensuring data is accurate and consistent; updated promptly and processed by correct rules and procedures
- Serve as a gatekeeper for ensuring best practices and integrity of the System
- Maintain existing reports and dashboards, and identify gaps in reporting/ areas for improvement.
- Develop best-in-class reporting, utilising the full capabilities of Salesforce (e.g. Einstein Analytics).
- Provide ad-hoc reports when required.
- Manage the UK&I Salesforce helpdesk and successfully resolve end-user issues in a timely manner.
- Keep all UK&I stakeholders up to date regarding issues affecting the system.
- Produce clear and concise training documentation to aid end users.
- Train all new starters and provide group/one-to-one training for existing staff when required.
- Grow the Salesforce.com skill set across the organization.
- Create, design and develop new processes that support the needs of the business and departments within it.
- Communicate all changes to the existing Best Practice documentation.
- Ensure Best Practice documentation is kept up to date and relevant at all times.
- Work closely with our Global CRM team on future Salesforce projects and initiatives.
- Previous experience in a support-based role is essential ·
- Skilled in Salesforce reporting and dashboard creation ·
- Salesforce Administrator qualification is highly desirable ·
- Experience of Salesforce Lightning and Salesforce Service Cloud ·
- Experience using Trailhead community support and training ·
- Knowledge of Einstein Analytics