IND Analyst II - CRM GCC

Aon plc; Bengaluru; Hybrid; INR 800,000 - 1,100,000; Full time

Benefits offered by this job

Cab facility

Job summary

Aon plc in Bengaluru (Hybrid) is seeking an Analyst II CRM Specialist to support Sales Enablement and Marketing with Oracle CRM operations, data integrity, and UAT.

You will gather requirements, translate to CRM terms, and help users leverage CRM data to drive growth, while ensuring issues are resolved promptly.

Join a diverse team and contribute to data-driven decisions across Sales and Marketing.

Qualifications

• Gather business requirements and translate them into CRM terminology.
• Conduct User Acceptance Testing (UAT) to validate solutions.
• Assist users to leverage CRM data to drive business growth.
• Provide guidance to optimize system utilization and address issues via case management.

Responsibilities

• Strong experience across multiple CRM platforms.
• Manage CRM objects: Accounts, Contacts, Opportunities, Leads, Activities.
• Develop interactive Power BI dashboards and connect to data sources.
• Create advanced formulas (INDEX-MATCH, VLOOKUP) and pivot tables.
• Visualize data with charts and conditional formatting.
• Automate reporting with macros and VBA.
• Extract, clean, transform CRM data for reporting.
• Analyze customer segmentation and sales pipelines.
• Convert raw data into actionable insights for business decisions.
• Identify data inconsistencies and resolve reporting issues.
• Optimize dashboards for speed and accuracy.
• Present insights clearly to stakeholders with storytelling dashboards.
• Serve as primary contact for CRM capabilities.
• Ensure timely CRM case resolution within SLAs.
• Handle user profiles, security roles, workflows, tasks.
• Assist in user training and CRM proficiency.
• Document processes and release testing from sandbox to production.
• Maintain system access for all users and roles.
• Collaborate with CRM development team to resolve complex issues.
• Communicate status and timelines to customers.
• Support data quality and data management initiatives.

Skills

CRM platforms

Accounts & Contacts

Power BI

Pivot tables

VBA macros

Data visualization

Data quality

UAT

CRM objects

Tools

Oracle CRM

Excel

Job description

Solution Line- GSMS

Position type- Full Time

Work Location- Bangalore

Working style- Hybrid

Cab Facility- Yes

Shift Time – 5.30 PM- 2.30 AM

People Manager role: No

Required years of experience –

2-4 years of CRM platform experience.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are committed to our purpose as one firm, united through trust as one inclusive, diverse team and we are

passionate about helping our colleagues and clients succeed.

General description of the role:

“Analyst II” will play a key role in supporting Sales Enablement and Marketing as an Oracle CRM Specialist, ensuring seamless system operations and maintaining data integrity. This position demands a proactive approach to data quality management, technical issue resolution, and effective project execution. Responsibilities include gathering business requirements, translating them into CRM terminology, conducting User Acceptance Testing (UAT), and assisting users in leveraging CRM data to drive business growth. The Consultant will also provide guidance to optimize system utilization and address user requirements or application-related issues through case management, delivering timely and efficient support for business needs.

Job responsibilities:

• Ø Strong experience across multiple CRM platforms.
• Ø Expertise in CRM objects such as Accounts, Contacts, Opportunities, Leads, and Activities.
• Ø Proficient in Power BI for developing interactive dashboards, custom visuals, and connecting to various data sources (CRM systems, Excel, etc.).
• Ø Advanced skills in pivot tables, Power Pivot, and complex formulas (e.g., INDEX-MATCH, VLOOKUP).
• Ø Skilled in data visualization using charts and conditional formatting.
• Ø Ability to automate reporting through macros and VBA.
• Ø Experienced in extracting, cleaning, and transforming CRM data for reporting purposes.
• Ø Knowledgeable in customer segmentation and sales pipeline analysis.
• Ø Capable of converting raw data into actionable insights to support business decisions.
• Ø Solid understanding of critical metrics related to sales, marketing, and customer engagement..
• Ø Adept at identifying data inconsistencies and resolving reporting issues.
• Ø Ability to optimize dashboards for speed and accuracy.
• Ø Skilled in presenting insights clearly to stakeholders and creating storytelling dashboards that highlight trends and opportunities.
• Ø Serve as the primary point of contact for business-specific CRM capabilities.
• Ø Ensures timely resolution of CRM cases within agreed service levels through prioritization and follow-up.
• Ø Handles all CRM functions, including user profile maintenance, security roles, workflows, and routine tasks.
• Ø Assist in user training and provide guidance to enhance CRM proficiency across the organization.
• Ø Establish and document processes to support all responsibilities.
• Ø Deliver day-to-day CRM functionality and end-user support aligned with Aon Global Standards.
• Ø Provide ongoing recommendations, documentation, training, and updates on CRM protocols.
• Ø Implements structured steps for documenting, communicating, and testing functionality releases from sandbox to production environments..
• Ø Maintain and improve system access for all users and roles.
• Ø Collaborate with the CRM development team to resolve complex issues.
• Ø Communicate optimally with customers regarding project status and delivery timelines.
• Ø Support data quality and data management initiatives.

Behavioral skills

• Ø Exceptional attention to detail with thorough documentation of all activities.
• Ø Positive, flexible, and adaptable perspective with the ability to respond quickly and creatively to changing requirements.
• Ø Strong investigative and analytical skills for data interpretation and problem-solving.
• Ø Regular engagement with customers to build and maintain effective working relationships.
• Ø Determined individual who proactively.
• Ø Good communication and customer service skills.
• Ø Collaborative teammate with a willingness to contribute to broader organizational initiatives.
• Ø Solid analytical capabilities combined with strong business acumen.

Skills/competencies required:

• Ø Expertise in CRM objects such as Accounts, Contacts, Opportunities, Leads, and Activities.
• Ø Proficient in Power BI for designing interactive dashboards, custom visuals, and connecting to various data sources (CRM systems, Excel, etc.)
• Ø Advanced skills in pivot tables, Power Pivot, and complex formulas (e.g., INDEX-MATCH, VLOOKUP).
• Ø Skilled in data visualization using charts and conditional formatting, CRM Administrator, Exposure to Power BI, Reports & Dashboards

How we support our colleagues

In addition to our comprehensive benefits package, we are proud to be an equal-opportunity workforce. At Aon, we believe a diverse workforce is an innovative workforce. Our agile, inclusive environment allows colleagues to manage their well‑being and work/life balance while empowering them to be their authentic selves.

Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging them to take time to focus on themselves. We offer a variety of workstyle options through our Smart Working model, but we also recognize that flexibility goes beyond just the place of work... and we are all for it!

Our continuous learning culture inspires and equips colleagues to learn, share, and grow, helping them achieve their fullest potential. As a result, Aon colleagues are more connected, more relevant, and more valued.

Commitment to sustainability

“Aon is dedicated to integrating sustainability into our core business practices. We strive to minimize our environmental impact through innovative solutions and responsible stewardship, ensuring a sustainable future for our clients and communities.”