CRM (Salesforce) Analyst

1 week ago


Sydney, New South Wales, Australia PlusPeople Full time
5 years digital transformation underway.

  • High ongoing investment into projects.
  • Multiple career pathways into senior roles.


Here's an opportunity to join a stable and profitable financial services organisation with a large digital transformation underway using Salesforce at the heart of its customer data.


You can benefit from career progression as many employees stay with the organisation and grow their skills and responsibilities, ending up in senior positions.


You will gain valuable skills working directly on an enterprise-class Salesforce platform and the broad range of systems it interfaces with.

This is not a technical role, as the platform owners take care of that. Instead, it is almost like a business analyst role for BAU changes and updates to the platform.


You will gather requirements from stakeholders for system enhancements and customisations and take that through to solution creation and implementation.

Daily activities include,

  • Working with various internal stakeholders and writing user stories for their requirements.
  • Facilitate requirements acceptance with users.
  • Mapping business processes.
  • Investigate and assist with the implementation of customised solutions.
  • Provide training and support to CRM users, including troubleshooting issues and providing best practices.
  • CRM data assurance, including integrity, cleansing and reviewing data quality.
  • Collaborate with crossfunctional teams to ensure that their CRM platform supports business objectives.

Requirements:

  • A curious approach to eliciting information
  • Minimum of 3 years of experience in CRM administration and analysis
  • Excellent analytical and problemsolving skills
  • Strong communication and interpersonal skills
  • Driven to learn and improve knowledge and skills
  • Salesforce Admin certification is highly regarded
This financial-services powerhouse values diversity and is committed to equal employment opportunities.

Flexible/hybrid working (3 days in the office/2 from home) is available.
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