Senior Process Executive – CRM

Hybrid
Pune
Posted 2 years ago
  • Execute transactions without minimal direction, enter data and retrieve information from salesforce application – renewals off cycle.
  • Develop initiative for continuous process improvement 
  • Ensure compliance to all client-published policies and procedures as well as legal and regulatory requirements that the company is obliged to adhere to 
  • Effectively interfaces with renewal managers and stakeholders employees within Salesforce and Renewals, recognizes key players within the organization 
  • Support Renewals Managers, Account Executive and FBO requests following the Renewals standard guidelines. 
  • Monitor issues and escalate challenges as needed. 
  • Maintain pre-defined metrics and key performance indicators for Monthly scorecards. 
  • Manage early warning system exception requests based on policies and guidelines. 
  • Update qualified opportunities on a weekly basis based on pre-defined criteria. 
  • Ensure correct territory alignment/realignment of the top customers and report unmapped accounts. 
  • Calculate forecasted attrition for mid contract risk. 
  • Validate price increase of contract Renewal and ensure accurate reporting and forecasting. 

Be able to work autonomously as well in a team. 

  • College Degree 
  • Proficient in MS Office especially including VLOOKUP & pivots
  • Salesforce Platform experience a plus
  • Excellent interpersonal and communication skills and a demonstrated willingness to work in a team environment with diversity
  • Detail oriented with ability to analyze data
  • Demonstrates concern for achieving or surpassing results against an internal or external standard of excellence. Shows a passion for improving services with a commitment to continuous improvement.
  • Demonstrates eagerness to acquire necessary technical knowledge, skills and judgment to achieve a result or to serve a customer’s needs effectively.

Job Features

Job CategoryIT
Experience2 - 4 Years
Skills• College Degree • Proficient in MS Office especially including VLOOKUP & pivots • Salesforce Platform experience a plus • Excellent interpersonal and communication skills and a demonstrated willingness to work in a team environment with diversity • Detail oriented with ability to analyze data • Demonstrates concern for achieving or surpassing results against an internal or external standard of excellence. Shows a passion for improving services with a commitment to continuous improvement. • Demonstrates eagerness to acquire necessary technical knowledge, skills and judgment to achieve a result or to serve a customer's needs effectively.
Primary skills• College Degree • Proficient in MS Office especially including VLOOKUP & pivots • Salesforce Platform experience a plus • Excellent interpersonal and communication skills and a demonstrated willingness to work in a team environment with diversity • Detail oriented with ability to analyze data • Demonstrates concern for achieving or surpassing results against an internal or external standard of excellence. Shows a passion for improving services with a commitment to continuous improvement. • Demonstrates eagerness to acquire necessary technical knowledge, skills and judgment to achieve a result or to serve a customer's needs effectively.
EducationAny Graduate
Openings10
E-mailgrace@aimplusstaffing.com

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