Salesforce Specialist (Real Estate)

Royal Indraprastha Builders; Bengaluru; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Royal Indraprastha Builders is seeking a Salesforce Techno-Functional Specialist to optimize CRM operations for real estate sales, manage collections, and deliver insightful reports. You will bridge Sales, CRM, Finance, and Management, configuring Salesforce workflows, dashboards, and automation.

Strong real estate CRM and analytical skills are required. The role focuses on lifecycle mapping, channel partner handling, and high data accuracy, with ownership of end-to-end CRM processes and

Qualifications

• Minimum 2–3 years in Real Estate CRM.
• Strong analytical & process-driven mindset.
• Ability to work closely with Sales Heads & Management.
• High ownership & data accuracy focus.

Responsibilities

• Map complete real estate sales lifecycle in Salesforce: Lead → Follow-up → Site Visit → Booking → Agreement → Collections → Handover.
• Manage inventory (Apartment/Villa units) in CRM.
• Configure lead allocation rules (Direct + Channel Partners).
• Define sales stages and approval workflows.
• Track payment schedules, demand letters, and receivables.
• Manage cancellation & reallocation workflows.
• Customize Salesforce objects, fields, page layouts.
• Create validation rules & automation (Flows / Process Builder).
• Build dashboards for: Leads vs Conversions, Sales Performance, Collection Tracking, Outstanding Receivables, Channel Partner Performance.
• Integrate Excel data uploads & bulk updates.
• Ensure data hygiene and duplication control.
• Coordinate with external Salesforce developers if required.
• Daily Sales Funnel Report.
• Site Visit Conversion Report.
• Inventory Status (Sold vs Available).
• Aging Analysis of Receivables.
• Identify gaps in current CRM usage; standardize workflows; train teams.

Skills

Real estate CRM experience

Analytical mindset

Ownership & data accuracy

Stakeholder collaboration

Tools

Salesforce

Excel

Apex (Basic)

Job description

Permanent

Role Overview

We are looking for a Salesforce Techno-Functional Specialist with strong experience in real estate CRM operations, sales process management, collections tracking, and reporting.

The ideal candidate should understand both:

• Business processes (Sales, CRM, Collections, Channel Partners, Site Visits)
• Technical configuration (Salesforce customization, automation, dashboards, reports)

This role will act as a bridge between Sales, CRM, Finance, and Management.

Key Responsibilities

• Salesforce Functional Responsibilities
  • Map complete real estate sales lifecycle in Salesforce:
    • Lead → Follow-up → Site Visit → Booking → Agreement → Collections → Handover
  • Manage inventory (Apartment/Villa units) in CRM
  • Configure lead allocation rules (Direct + Channel Partners)
  • Define sales stages and approval workflows
  • Track payment schedules, demand letters, and receivables
  • Manage cancellation & reallocation workflows
• Technical Responsibilities
  • Customize Salesforce objects, fields, page layouts
  • Create validation rules & automation (Flows / Process Builder)
    • Build dashboards for:
    • Leads vs Conversions
    • Sales Performance
    • Collection Tracking
    • Outstanding Receivables
    • Channel Partner Performance
  • Integrate Excel data uploads & bulk updates
  • Ensure data hygiene and duplication control
  • Coordinate with external Salesforce developers if required
• Daily Sales Funnel Report
• Site Visit Conversion Report
• Inventory Status (Sold vs Available)
• Aging Analysis of Receivables
• Business Process Improvement
  • Identify gaps in current CRM usage
  • Standardize sales & CRM workflows
  • Improve lead response TAT
  • Align CRM data with Finance collection records
  • Train Sales & CRM teams on proper usage

Functional:

• Strong understanding of Bangalore real estate sales cycle
• Exposure to RERA compliance processes
• Knowledge of construction-linked payment plans
• Experience handling high-ticket transactions

Technical:

• Automation (Flows / Process Builder)
• Advanced Excel
• Basic Apex (Preferred)

Candidate Profile

• Minimum 2–3 years in Real Estate CRM
• Strong analytical & process-driven mindset
• Ability to work closely with Sales Heads & Management
• High ownership & data accuracy focus