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Executive - CRM ( Salesforce )

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Onsite

Executive - CRM ( Salesforce )

Orient Jewellers

Executive - CRM ( Salesforce )

Skills

CRMSalesforceProcess Improvement

1 month ago

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Important information


Contract type:

Permanent

Location:

Kolkata, West Bengal, India

Work mode:

Onsite

Published on:

24 September 2026

What they need


  1. Understand business requirements from Sales, Marketing, Customer Service and Store teams.

  2. Prepare BRD / FRD / FDD and process-flow documents.

  3. Map existing business processes to Salesforce CRM.

  4. Configure Leads, Accounts, Contacts, Opportunities, Activities and Campaigns.

  5. Design customer journey: Lead Follow-up Store Visit Opportunity Sale After-sales.

  6. Define CRM workflows, approval processes and automation requirements.

  7. Coordinate with Salesforce developers and BC technical teams.

  8. Define data migration and customer-master cleansing requirements.

  9. Design dashboards and MIS reports for management.

  10. Conduct UAT and prepare test scenarios.

  11. Prepare user manuals and conduct training for store/sales employees.

  12. Monitor implementation issues and coordinate with the implementation partner.

  13. Support post-go-live CRM adoption and process improvement.

Should be Open to Travel within West Bengal.

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