Salesforce Business Analyst

CRMIT Solutions Pvt Ltd.; Bengaluru; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

CRMIT Solutions is seeking a Salesforce Consultant to lead end-to-end configuration across Sales Cloud and Service Cloud, owning the security model and access matrix for scalable CRM implementations. You'll design integrations, build flows, reports, dashboards, and user training while guiding discovery workshops and delivering deployments with hypercare.

A background in 4–7 years CRM/Business apps and 3+ years Salesforce configuration is preferred.

Qualifications

• 4–7 years of CRM/business applications experience with 3+ years Salesforce configuration.
• 2 full-cycle implementations covering Sales Cloud and Service Cloud.
• Strong expertise in Salesforce Flow, validation rules, formula fields, approval processes, and Lightning App Builder.
• Excellent communication, client-facing workshop facilitation, and documentation skills.
• Bachelor's degree in Engineering, CS, IT, or equivalent experience.

Responsibilities

• Configure lead management, assignment rules, lead conversion, duplicate rules, and matching rules.
• Set up accounts, contacts, account teams, opportunity processes, products, price books, and quotes.
• Configure Collaborative Forecasts, territory management, and sales automation.
• Build Flows, approval processes, validation rules, Lightning pages, reports, and dashboards.
• Configure email templates, activity management, and Outlook/Gmail integration.
• Configure case management, assignment rules, auto-response rules, and escalation rules.
• Lead client discovery workshops, requirements gathering, and fit-gap analysis.
• Deliver user training, adoption support, and post-go-live hypercare.

Skills

Salesforce configuration

Sales Cloud

Service Cloud

Security model

Flow automation

SOQL basics

Agile/Jira

Client workshops

Education

Bachelor's degree in Engineering or CS/IT

Salesforce Administrator certification

Sales Cloud/Service Cloud certifications

Tools

Data Loader

Data Import Wizard

Jira

Azure DevOps

Job description

CRMIT Solutions is a leading CRM Solutions Provider specializing in AI-led digital transformation and decision transformation solutions, all powered by Customer360++ (a proprietary AI and decision science framework). The flagship Agent Success Value Plan (ASVP) leverages decision science and agentic AI techniques with considerable value-for-money-and-time. The ASVP is a transformative shift from traditional managed services contracts.

Experience: 5–10 years overall, with 3+ years of hands-on Salesforce configuration experience

Are you a Salesforce professional passionate about building scalable CRM solutions, automating business processes, and designing secure Salesforce environments?

We’re looking for a Salesforce Consultant – Sales & Service Cloud to lead end-to-end configuration across Sales Cloud and Service Cloud, own the organization’s security model and access matrix, and deliver solutions from discovery and design through deployment and hypercare.

• Configure lead management, assignment rules, lead conversion, duplicate rules, and matching rules.
• Set up accounts, contacts, account teams, opportunity processes, products, price books, and quotes.
• Configure Collaborative Forecasts, territory management, and sales automation.
• Build Flows, approval processes, validation rules, Lightning pages, reports, and dashboards.
• Configure email templates, activity management, and Outlook/Gmail integration.
• Configure case management, assignment rules, auto-response rules, and escalation rules.
• Set up Email-to-Case, Web-to-Case, Messaging, and Omni-Channel routing.
• Configure entitlements, milestones, SLAs, queues, agent capacity, and skills-based routing.
• Implement Service Console features, Lightning Knowledge, macros, and Quick Text.
• Build automation and dashboards for case management, SLA compliance, and agent productivity.

3. Salesforce Security & Access Matrix

• Design and maintain a persona-based access matrix following least-privilege principles.
• Configure profiles, permission sets, permission set groups, field-level security, and system permissions.
• Manage OWDs, role hierarchy, sharing rules, teams, territories, queues, and public groups.
• Configure app access, record types, page layouts, login policies, MFA, and SSO.
• Conduct access reviews and validate security through persona-based testing.

4. Implementation & Delivery

• Lead client discovery workshops, requirements gathering, and fit-gap analysis.
• Prepare BRDs, user stories, acceptance criteria, process maps, functional specifications, and configuration workbooks.
• Manage data migration, cleansing, deduplication, and validation using Data Loader and Data Import Wizard.
• Write basic SOQL queries and identify requirements that need Apex, LWC, or integrations.
• Execute SIT/UAT, defect triage, deployments, release documentation, and production support.
• Deliver user training, adoption support, and post-go-live hypercare.
• 4–7 years of experience in CRM/business applications, including 3+ years of hands-on Salesforce configuration.
• 2 full-cycle implementations covering both Sales Cloud and Service Cloud.
• Strong expertise in Salesforce Flow, validation rules, formula fields, approval processes, and Lightning App Builder.
• Solid understanding of profiles, permission sets, permission set groups, OWDs, role hierarchy, and sharing rules.
• Proven experience designing and documenting security models and access matrices for multiple user personas.
• Hands-on experience with reports, dashboards, custom report types, Data Loader, and basic SOQL.
• Experience working in Agile environments using Jira or Azure DevOps.
• Excellent communication, client-facing workshop facilitation, and documentation skills.
• Bachelor's degree in Engineering, Computer Science, IT, or equivalent experience.
• Salesforce Administrator certification is required.
• Salesforce Sales Cloud Consultant and Service Cloud Consultant certifications.
• Advanced Administrator, Platform App Builder, or Sharing and Visibility Architect certification.
• Experience Cloud, including external sharing, sharing sets, and share groups.
• Knowledge of REST/SOAP APIs, MuleSoft, integration-user security, and Salesforce Shield.
• Experience in BFSI, manufacturing, retail, or other relevant industry domains.

What Success Looks Like in the First 6 Months

Independently lead client workshops and translate business needs into scalable Salesforce solutions.

Own configuration, security design, documentation, and delivery end to end.

Recommend simple, maintainable solutions while challenging unnecessary complexity.

Keep stakeholders informed and ensure smooth releases and production support.

Mentor junior administrators and contribute reusable implementation best practices.