Job Title

Role overview: We are seeking a motivated Associate – Salesforce CRM Analyst to support Salesforce operations for our clients. This role is well suited for early-career professionals looking to build expertise in CRM platforms, customer data management, and sales and customer lifecycle workflows in a fast-paced environment. The role requires coverage from 1:00 PM to 10:00 PM IST to support clients in Europe and Americas.The Associate – Salesforce CRM will partner with a project team to translate client requirements into scalable Salesforce solutions and support delivery across design, configuration, deployment, and ongoing enhancements, while providing day-to-day system support aligned with Sales, Customer Success, Billing, and Finance needs.What will you do: Provide day-to-day Salesforce support for the PE firm and its portfolio companies, including user assistance, issue triage, basic troubleshooting, and escalation as neededSupport client discovery and requirements gathering, participating in solution design discussions and workshops to translate business needs into scalable Salesforce solutionsAssist with Salesforce configuration, customization, and deployments, including custom objects and fields, page layouts, reports and dashboards, workflows, and user access controlsParticipate in data migration, data quality, and system integration efforts, supporting testing, validation, and post-deployment stabilizationMaintain clear and consistent documentation of system configurations and processes, including technical specifications, user guides, and training materials, to support standardization across portfolio companiesCollaborate closely with Sales, Customer Success, Billing, Finance, and IT stakeholders to understand operational needs and help enable efficient, well-aligned Salesforce workflowsAssist with user onboarding, permission setup, and basic training, supporting adoption and effective use of Salesforce across multiple entitiesSupport ongoing system enhancements and continuous improvement initiatives, helping identify opportunities to improve usability, reporting, and operational efficiencyIdeally, you should have: Bachelor’s degree in computer science, information systems, business administration, or a related field3 – 6 years with CRM systems; exposure to Salesforce is a plusStrong interest in systems, business operations, and technologyProficiency in Excel/ Google Sheets; ability to work with large datasetsExcellent technical writing, analytical, and problem-solving skillsExperience or internship in private equity, consulting, or sales or customer lifecycle environmentUnderstanding of one or more business process (Sales, Customer Success, Revenue Operations) that lead into accounting functionsActive Salesforce certifications (e.g., Salesforce Certified Administrator, Platform App Builder, Sales/ Service/ Community Cloud Consultant)Exposure to Salesforce configuration (reports, dashboards, workflows) and basic understanding of integrations or data flows (Suite Script/JavaScript)Familiarity with customer lifecycle reporting concepts and how CRM data supports downstream billing or financial processesExperience supporting multi-entity or multi-business environments