ASAP: Salesforce Administrator | BI & Reporting Focus | Onsite Bridgetowne

Concentrix; Quezon City; On-site; PHP 669,600 - 1,227,600; Full time

Job summary

Concentrix is seeking a Salesforce Administrator with a BI and reporting focus to join onsite at Bridgetowne. You will design the renewal lifecycle, build reports and dashboards, and own data consolidation from multiple CRMs to inform leadership decisions.

The role requires hands-on Salesforce Admin experience, mastery of Flow Builder, strong data analysis skills, and knowledge of tools like Power BI or Tableau. Service Cloud experience is preferred and heavy Excel/Sheets use is expected.

Qualifications

• 2+ years hands-on Salesforce Administrator experience (Service Cloud preferred).
• Expertise in Flow Builder beyond Workflow/Process Builder.
• Proven ability to build advanced Salesforce reports and dashboards.
• Strong Excel/Google Sheets and data analysis skills.

Responsibilities

• Design end-to-end renewal process with Salesforce custom objects and flows.
• Own Case Management including queues, assignment and lifecycle.
• Consolidate data from 3 CRMs using migration tools.
• Build and maintain renewal dashboards for leadership with SOQL insights.

Skills

Salesforce Admin

Flow Builder

SOQL

Excel / Sheets

Data analysis

Tools

CRM Analytics

Power BI

Tableau

SQL

Job description

Salesforce Administrator | BI & Reporting Focus | Onsite Bridgetowne

Overview:

We are building the Renewals Operations program from the ground up. This is a greenfield build. You will architect the case-based renewal lifecycle and own the reporting that leadership uses to run the business.

Key Responsibilities:

• Design and build the end-to-end renewal process: custom objects, fields, record types, page layouts, validation rules, Flows
• Own Case Management: case queues, assignment rules, escalation rules, lifecycle and status management
• Lead data consolidation from 3 CRMs: data cleanup, deduplication, migration using Data Loader / Import Wizard
• User, role, profile, and permission management

B. BI / Reporting & Analytics (The BI part)

• Build and maintain advanced reports and dashboards for Renewals leadership: queue health, at-risk renewals, on-time booking
• Use SOQL and data analysis to provide renewal insights and improve data quality
• Define and track key renewal metrics
• Nice to have: Experience with CRM Analytics (Tableau CRM / Einstein Analytics) or connecting Salesforce to Power BI / Tableau

Requirements:

• 2+ years hands-on as Salesforce Administrator (Service Cloud preferred)
• Expert in Flow Builder (not just Workflow Rules / Process Builder)
• Proven track record in advanced Salesforce reporting, dashboards, and SOQL
• Strong Excel / Google Sheets and data analysis skills
• Plus: CRM Analytics, Power BI, Tableau, SQL, or SaaS Renewals / Subscriptions experience