Salesforce Associate

Responsibilities

• User Support & Ticket Troubleshooting (25% of Time) Serve as the primary point of contact for daily regional B2B Salesforce inquiries. Independently diagnose and resolve routine user issues and application tickets using established platform methods. Escalate complex bugs or high-impact system roadblocks and coordinate with the Salesforce Lead for advanced troubleshooting. Business Contribution & Decision-Making: Directly impact regional sales productivity by minimizing system downtime for Business Development Managers (BDMs). Make independent decisions on ticket prioritization based on business urgency. Stakeholder Management & People: Interact periodically with users to solve technical issues, requiring patience, diplomacy, and a strong customer service focus.
• Training Delivery & Onboarding Material Creation (20% of Time) Manage and execute the end-to-end training and onboarding process for new and existing B2B users. Implement innovative, visually engaging ways to deliver technical knowledge, ensuring the users with different knowledge levels or skills fully adopt Salesforce capabilities. Business Contribution & Decision-Making: Drive business success by accelerating learning curve for new hires or with new deployments on the Salesforce platform. Independently determine the format and structure of training sessions aligned with area leader. Stakeholder Management & People: Co-ordinate and coach cross-functional team members. Influence users to adopt best-practice CRM habits. Deliverables: Up-to-date training manuals, quick-reference guides (eg. PowerPoint), and completed onboarding checklists for all new B2B sales users.
• Data Integrity, Quality Reviews & Governance (15% of Time) Conduct periodic, data quality reviews and system cleaning exercises. Coordinate closely with the IT/BI team to enforce data standards and governance policies set by B2B RSHQ team across all regional B2B sales teams Problem-Solving & Innovation: Apply structured data analysis methods to identify recurring user input errors, suggesting process improvements to the Lead to prevent future data pollution. Business Contribution & Decision-Making: Ensure system reliability and accurate business forecasting. Has the authority to flag and return non-compliant data entries to sales teams for correction. Deliverables: Periodic data health metrics, cleaned records databases, and updated data entry governance guidelines.
• Support Operational Reporting & Dashboard Maintenance (15% of Time) Together with B2B Sales Team, collect standard reporting requests from the sales teams. Support area leader to build, modify, and maintain operational Salesforce reports and dashboards to keep metrics highly visible. Business Contribution & Decision-Making: Support the generation of data valid for sales leadership to track the opportunity lifecycle and make accurate commercial decisions. Stakeholder Management & People: Collaborates with Sales Managers and Area Leaders to gather requirements, translating their business needs into clear visual data components. Deliverables: Customized operational reports, updated team dashboards, and a clean, organized folder structure for shared regional reports.