Application Associate, CRM
S&P Global
Islamabad , PK
14d ago

Grade (relevant for internal applicants only) : 7A

Work Shift : This is a rotational shift role; morning, evening or night depending upon the business requirement. The frequency in shift change can possibly be every 3 months.

The Team : We are a group of high performing Associate that support the leadership and the Sales Operations team in strategizing, developing, implementing, supporting, tracking, and measuring new businesses and renewal activities.

We guide on all the various systems employed by our Sales Operations and client-facing staff. We flourish with Associates that demonstrate abilities like data analysis, report building, communication, decision-

making, partnership / collaboration, creativity & innovation.

The Impact : Your administrative and operational contribution will allow sales teams to sell better, faster, and in an efficient manner.

We believe you will handle a range of tactical and strategic responsibilities including CRM (Salesforce) Support, Lead management, Allocation of Accounts and Sales Territories, Process improvement and automation, and Data modeling, analytics, & reporting.

What’s in it for you : You will acclimatize yourself with the commercial (sales representative and Relationship Managers) team and help them resolve their data and technical issues.

You are the go-to person for any salesforce / CRM questions. You will often independently identify issues, resolve problems, and enthusiastically drive solutions.

In short, people come to you when they have a tough question about Salesforce and don’t know how to resolve it.

Responsibilities :

  • You will provide support on Salesforce to the commercial organization via the CRM Help case queue which includes bulk data uploads, technical error resolutions, and help with processes / training.
  • You would assign incoming leads to Sales Representatives using pre-defined territory and rules
  • You will actively monitor aging cases and raise as necessary based on pre-defined guidelines
  • You will lead, organize, clean up (LEAN) and improve all existing reports significant to the sales organization.
  • You will perform and understand data pulls and analysis from various sources. (Salesforce.com, Product Database, etc.)
  • Answer reporting, data and workflow questions from partners. Communicate the significance of reports with an understanding of what drives success at the company.
  • What We’re Looking For : Have you worked on Salesforce? Do you consider yourself someone who can guide others well on Salesforce?

    If you said yes to the questions above, we are eager to hear from you. You can be an excellent fit for this position if you can couple this knowledge with below-mentioned skills :

  • You have strong oral and written English communication skills and can easily discuss an analysis with all level of partners / stakeholders
  • You have good learning agility and analytical skills
  • Independently resolve problems and make recommendations
  • You have shown an ability to strongly follow up and servicing clients
  • You have got a knack for viewing the nitty-gritty with your validated attention-to-detail skills
  • Basic Qualifications :

  • You have a Bachelor or Master's degree in Finance or Economics or Business Management with deep interest in supporting clients
  • You possess a minimum of 1-3 years of experience in any Internal / External client support process, financial analytics environment with experience in reporting with and administering Salesforce.
  • com (or similar CRM tool)

  • Critical-thinking, decision-making, and troubleshooting skills are needed
  • You have a workable knowledge of MS Excel
  • Preferred Qualifications :

    You have had exposure to User support and user training experience, without assistance, that are consistently accepted across stakeholders / partners

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