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Freshworks

Lead - Business Analyst (Salesforce)

Bengaluru, in Full-time Salesforce
Apply for this Position → Save Job Posted 2 hours, 13 minutes ago

Role Overview
We are seeking a Salesforce Certified Sales Cloud Consultant with SaaS industry experience to
design, implement, and optimize Salesforce Sales Cloud solutions. The consultant will partner with
business stakeholders to translate requirements into scalable solutions, enhance sales productivity,
and ensure Salesforce best practices are applied across the organisation.

Key Responsibilities
Solution Design & Implementation
○ Collaborate with internal teams to gather business requirements and design Sales
Cloud solutions.
○ Configure and customize Salesforce Sales Cloud features (Leads, Accounts,
Contacts, Opportunities, Forecasting, Territories, Products, Price Books, Quotes).
○ Implement sales automation processes including lead routing/assignment, workflow
automation, approval processes, and validation rules.
Business Process Optimization
○ Analyze existing sales processes and recommend improvements leveraging
Salesforce functionality.
○ Develop scalable solutions to improve pipeline visibility, forecasting accuracy, and
sales productivity.
Data Management & Reporting
○ Ensure data integrity during migration and integrations with external systems.
○ Create dashboards, reports, and analytics to support sales performance
management.
Stakeholder Engagement
○ Act as the Salesforce subject matter expert (SME) for Sales Cloud.
○ Train business users on new features and solutions.
○ Provide post-implementation support and enhancements.
 

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