MODULE LEAD - Salesforce Administration
Role Overview
We are seeking a skilled and proactive Salesforce Support Engineer with 5?8 years of experience to join our financial services technology team. This role is ideal for someone who thrives in a fast-paced support environment, understands the nuances of the insurance domain, and can ensure the smooth operation of Salesforce platforms across business units. You will be the go-to expert for troubleshooting, user support, and platform optimization.
Key Skills for This Role
Full Job Posting
Location
- Bangalore, India
- Years of Experience: 5?8 Years
Job Summary
We are seeking a skilled and proactive Salesforce Support Engineer with 5?8 years of experience to join our financial services technology team. This role is ideal for someone who thrives in a fast-paced support environment, understands the nuances of the insurance domain, and can ensure the smooth operation of Salesforce platforms across business units. You will be the go-to expert for troubleshooting, user support, and platform optimization.
Responsibilities
- ? Provide day-to-day support for Salesforce users across sales, service, and operations teams. ? Demonstrate expertise in Salesforce Data Cloud. ? Troubleshoot and resolve issues related to workflows, data integrity, user access, and integrations. ? Collaborate with business analysts and developers to translate support tickets into long-term solutions. ? Maintain and enhance Salesforce configurations, including custom objects, fields, page layouts, and validation rules. ? Support insurance-specific processes such as policy management, claims tracking, and customer onboarding. ? Monitor system performance and proactively identify areas for improvement. ? Assist in user training, documentation, and onboarding for new features or releases. ? Ensure compliance with data privacy, security, and regulatory standards relevant to financial services.
Mandatory Skills
- ? 5?8 years of hands-on experience in Salesforce support or Salesforce Administration. ? Salesforce Certified Administrator (mandatory). ? Strong understanding of Salesforce Data Cloud, Sales Cloud, and Service Cloud. ? Proficiency in troubleshooting Apex errors, Flow issues, and integration failures. ? Excellent Communication Skills and TA-Stakeholder management skills. ? Experience with support tools like Jira, ServiceNow, or similar ticketing systems.
Preferred Skills
- ? Experience working in the financial services industry, preferably insurance. ? Familiarity with insurance workflows such as underwriting, claims, and policy servicing.
Qualifications
- ? Additional Salesforce certifications (e.g., Advanced Administrator) are a plus.
Reference Number
PCLPRU01-145-1
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