Salesforce CRM & Sales Support Executive
Agile Consultants
Employer Active
Posted 6 hrs ago
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Experience
2 - 7 Years
Job Location
Education
Bachelor of Business Administration(Management)
Nationality
Any Nationality
Gender
Not Mentioned
Vacancy
1 Vacancy
Job Description
Roles & Responsibilities
Job Responsibilities:
- Manage end-to-end Salesforce.com activities.
- Ensure timely and accurate logging of all leads, opportunities, and follow-ups.
- Maintain and update dashboards and pipeline reports for real-time visibility.
- Set up automated reminders, tasks, and alerts for the Sales Director and sales team.
Sales Director Support:
- Draft emails, proposals, and reports on behalf of the Sales Director.
- Prepare client-ready presentations and documentation using Salesforce data.
- Act as a control tower to monitor and coordinate all sales activities.
Data, Reports & Formatting:
- Generate and distribute weekly/monthly pipeline and activity reports.
- Format proposals, offers, and presentations for professional client delivery.
- Audit sales data quality and resolve inconsistencies proactively.
Efficiency & Automation:
- Utilize ChatGPT and AI tools to automate email drafting, report generation, and follow-up communications.
- Optimize Salesforce workflows for improved usability and efficiency.
General Administrative Support:
- Manage calendars, meeting schedules, and reminders for the Sales Director.
- Coordinate between inside sales, engineering, and partners/customers.
- Track commitments and deadlines with high attention to detail.
Key Performance Indicators (KPIs):
- 100% of sales data logged into Salesforce daily.
- Zero missed follow-ups or action items for the Sales Director.
- Accurate and timely submission of weekly status and pipeline reports.
- Demonstrated improvement in sales team productivity and time efficiency.
Desired Candidate Profile
Bachelor s degree in Business Administration, Marketing, or a related field (preferred). Minimum 2 years of experience in Salesforce CRM management and sales support. Strong knowledge of Salesforce.com and automation tools. Familiarity with AI tools like ChatGPT for report generation and communication (preferred). Excellent written communication, data handling, and multitasking skills. High accuracy and attention to detail with the ability to work under minimal supervision.
Company Industry
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