Salesforce Data Associate/Salesforce Data Consultant

APM00007Q

Your Impact

Our People & Places Solutions business – reinforces our drive to improve the lives of people everywhere and epitomizes the why of what we do – the tremendous positive impact and value our solutions bring to our communities and society as a whole. From facilities delivering life-saving therapies and ensuring clean water to enabling the connection of people through all modes of transportation and providing access to technology – we're integrating a multitude of these solution elements to build the smart environments of tomorrow.

Start your Jacobs career with a company that inspires and empowers you to deliver your best work so you can evolve, grow and succeed – today and into tomorrow.

Key Duties And Responsibilities

Serve as a Salesforce Point of Contact (POC) for making diligent dashboards and reports for a Line of Business [LOB]

Manage Salesforce momentum booking administrative functions

Ability to make lenses and dashboards in Tableau CRM.

Liaise closely with our Finance, Sales and Sales Operations teams to establish suitable outcomes to development, and amend financial data

Effectively act as the liaison between our Salesforce user Sales community & wider stakeholders

Work independently with members of the user community.

B&P & Review Approvals in Salesforce (includes checking Account status)

Reviews completed (for B&P approvals) & active Opportunity, dates, correct approvers as per Delegated Level of Authority etc.

Ops Bookings including monthly bulk upload (collate weekly reports from India into 1 file, distribute, follow up and coordinate monthly bulk upload & manual entry as required).

Provide updates to Executive Team & help follow up GM bookings on a monthly/Quarterly basis.

Data Steward Pipeline overdue opportunities, data maintenance etc. (overdue opportunities, inactive account leads, correct GID splits, TCD/PSD alignment, B&P spend, confidential opp request, verifying new Accounts).

Send weekly report

Salesforce Chatter requests

Dashboard & Reports (maintaining/refreshing, requests, exporting reports when requested)

#ASIAIS

Skills Required

Here's what you'll need

Excellent attention to detail and a positive attitude

Demonstrated ability to meet deadlines

Must demonstrate excellent verbal and written communication skills in English

Must demonstrate ability to communicate effectively at all levels of the organisation

Ability to critically evaluate information gathered from multiple sources and reconcile conflicts

A proactive attitude to platform enhancements

Designing scalable, best practice solutions

Excellent relationship-building skills

Ability to liaise with stakeholders at all levels

Translating requirements into technical solutions

Experience in change management and governance

Training end users and key stakeholders

Technical documentation

Available and responsive to questions

Experience implementing Salesforce configuration changes, including (but not limited to) Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards and reports

Demonstrates continued personal/professional development

Active in the Salesforce community

Preferred Experience

5 - 7 years' experience on Salesforce platform

Other Client Relationship Management (CRM) experience also preferred

Understanding of Salesforce best practices and in-built functionality

Strong data management abilities

A demonstrated ability to understand and articulate intricate financial data

Full time