.Role: Salesforce CRM AdministratorLocation: Chennai - Hybrid Recently listed as a "RegTech Top Performer" in Market Fintech's RegTech Supplier Performance Report, CUBE is pioneering the development of machine automated compliance.
We are a global RegTech business defining and implementing the gold standard of regulatory intelligence and change for the financial services industry.
We deliver our services through a SaaS platform, powered by an innovative combination of AI and proprietary data ontology, to simplify the complex and ever-changing world of compliance for our clients.
At CUBE, we are creating the future and are a company rooted in strong values, team spirit and commitment to our customers and wider communities.
Role Mission: The role of the Salesforce CRM Administrator is to manage and develop our Salesforce CRM platform to enhance our business development and marketing operations, manage existing client relationships and support new client wins in line with our business strategy.
You will be focused on managing and improving data quality and analysis to provide accurate reporting, achieve effective targeting, cross-selling and direct marketing activity.
You will be proactive in providing real-time reporting so we can make informed decisions and drive improvements to marketing, business development and client management activities and processes.
You will be instrumental in developing and promoting the use of the system with internal stakeholders.
Training and supporting the business to use the CRM system will be a key part of this role to ensure it is integrated into our day-to-day operations and is the source of truth for prospect and client data.
You will also lead on CRM projects to support the implementation and ongoing development of our CRM strategy, including data and process improvement projects, system integration projects or the implementation of third-party systems to enhance our CRM capabilities.
Responsibilities: Subject matter expert for best practice implementation and ongoing development and management of our Salesforce CRM and CPQ.
Manage pipeline data to ensure it is accurate and relevant through regular reporting checks and analysis.
Oversee cleansing of contact data and undertake data upload activities, ensuring data is correctly structured and accurate within the system.
Maintain price books.
Produce regular reporting for the Business Development, Customer Success teams, Finance and Senior Management, delivering self-service reporting where appropriate.
Be the go-to CRM and CPQ person within the business, training colleagues to use our CRM system effectively.
Manage user guides and processes to support the effective use of our CRM and CPQ system.
Manage system license allocations, access and permissions.
Ensure the database is segmented effectively for targeted business development, marketing and reporting activities.
Manage and develop our data quality framework to improve our data accuracy