Tech Data Reporting

Genpact; Mumbai; Hybrid; INR 1,800,000 - 3,600,000; Full time

Job summary

Genpact is seeking an experienced Salesforce/CRM Lead with 6+ years of hands-on experience in lead management, reporting, and data governance to optimize lifecycle processes in Salesforce. The role involves configuring lead routing rules, managing campaigns, and maintaining data quality across Salesforce ecosystems.

You will collaborate with marketing, sales, and technology teams to enhance CRM analytics, build dashboards, and drive campaign effectiveness using Power BI, Tableau, and GA/UTM data

Qualifications

• 6+ years of experience in Salesforce/CRM data, marketing operations, and lead management.
• Strong hands-on experience in Salesforce lead management including lead assignment rules, web-to-lead, conversion, and lifecycle management.
• Expertise in Salesforce reporting, dashboards creation, and CRM data structures.
• Hands-on experience with marketing analytics using UTM parameters and Google Analytics.

Responsibilities

• Manage end-to-end Lead Management lifecycle in Salesforce including lead capture (Web-to-Lead), assignment rules, lead routing, validation, and conversion processes.
• Configure and optimize Lead Assignment Rules to ensure automated routing of leads to users/queues.
• Plan and execute marketing campaigns using Salesforce Marketing Cloud tools.
• Manage Salesforce data operations including data quality, cleansing, deduplication, and governance.
• Develop and maintain dashboards and reports within Salesforce for tracking pipeline, campaigns, and performance metrics.
• Analyze marketing performance using UTM tracking and Google Analytics data to provide actionable insights.
• Build reporting and visualizations using BI tools such as Power BI, Tableau, or similar platforms.
• Collaborate with marketing, sales, and technology teams for CRM, analytics, and campaign integration.
• Support segmentation and customer journey design using Salesforce data.
• Optimize workflows, automation processes, and campaign effectiveness.
• Maintain documentation, processes, and quality standards for Salesforce data operations.
• Provide insights and recommendations based on marketing, CRM, and analytics data.

Skills

Salesforce lead management

CRM data governance

Marketing analytics

Data analysis

Stakeholder management

Reporting & dashboards

Tools

Power BI

Tableau

SQL

Job description

Role & responsibilities

• Manage end-to-end Lead Management lifecycle in Salesforce including lead capture (Web-to-Lead), assignment rules, lead routing, validation, and conversion processes.
• Configure and optimize Lead Assignment Rules to ensure automated and accurate routing of leads to appropriate users/queues.
• Plan and execute marketing campaigns using Salesforce Marketing Cloud tools.
• Manage Salesforce data operations including data quality, cleansing, deduplication, and governance.
• Develop and maintain dashboards and reports within Salesforce for tracking pipeline, campaigns, and performance metrics.
• Analyze marketing performance using UTM tracking and Google Analytics data to provide actionable insights.
• Build reporting and visualizations using BI tools such as Power BI, Tableau, or similar platforms.
• Collaborate with marketing, sales, and technology teams for CRM, analytics, and campaign integration.
• Support segmentation and customer journey design using Salesforce data.
• Optimize workflows, automation processes, and campaign effectiveness.
• Maintain documentation, processes, and quality standards for Salesforce data operations.
• Provide insights and recommendations based on marketing, CRM, and analytics data.

Skills & Qualifications

• 6+ years of experience in Salesforce/CRM data,marketing operations, and lead management.
• Strong hands-on experience in Salesforce lead management including lead assignment rules, web-to-lead, conversion, and lifecycle management.
• Expertise in Salesforce reporting, dashboards creation, and CRM data structures.
• Hands-on experience with marketing analytics using UTM parameters and Google Analytics.
• 6+ years of experience in Salesforce/CRM data, marketing operations, and lead managements.
• Strong data analysis skills (Excel, SQL preferred).
• Knowledge of marketing automation and campaign performance tracking.
• Strong stakeholder management and communication skills.
• Salesforce certification preferred but not mandatory.