Salesforce CRM Specialist

Companycheckpoint
LocationBengaluru, India
Category-
DepartmentIT & System Administration
Seniority-
Workplace-
Posted2026-09-17
Viacheckpoint

Description

Key Responsibilities

We are looking for a Salesforce CRM Specialist to join our Salesforce Revenue Growth team. Someone with strong hands-on experience in Salesforce implementation, configuration, and ongoing CRM operations, who is passionate about improving business processes, supporting scalable solutions, and driving adoption across sales and customer-facing teams.

In this position, you will Lead and manage project execution, including planning, prioritization, stakeholder alignment, and on-time delivery. You will work closely with business stakeholders and technical teams to translate business needs into Salesforce solutions, support integrations with third-party applications such as Workato, Labra, CS platforms, PRM platforms, and other tools, and ensure high-quality delivery using Jira, Copado, and AI-based productivity tools.

Major Responsibilities

-
Implement, configure, and maintain Salesforce CRM solutions that support Revenue Growth, sales operations, and customer lifecycle processes.

-
Analyze business requirements, design scalable CRM solutions, and collaborate with stakeholders to improve processes, automation, reporting, and user experience.

-
Support and improve integrations with third-party applications, including Workato, Labra, quoting tools, CS platforms, PRM platforms, and other business systems.

-
Manage delivery activities using Jira and Copado, including documenting requirements, supporting releases, tracking work items, and ensuring quality deployment practices.

-
Use AI tools to improve productivity, accelerate analysis, support documentation, and identify opportunities for CRM process optimization.

Qualifications

Desired Background

-
Salesforce CRM Specialist with at least 4 years of hands-on experience in Salesforce implementation, configuration, and business process support.

-
Strong understanding of Salesforce Sales Cloud and CRM best practices, including objects, fields, flows, validation rules, page layouts, permissions, reports, and dashboards.

-
Proven project management capabilities – ability to manage multiple streams, prioritize effectively, and deliver in a fast-paced environment

-
Experience working with third-party applications and integrations such as Workato, Labra, CS Platforms, PRM solutions, and similar business platforms.

-
Experience working with Jira for requirement tracking, backlog management, and delivery coordination, and with Copado or similar tools for Salesforce release management.

-
B.A. degree in Industrial Engineering, Information Systems, or equivalent

-
A proactive problem solver with strong communication skills, ability to work independently with global teams, and fluency in English.

It would be great if you also have

-
Salesforce certifications such as Salesforce Administrator, Platform App Builder, or Sales Cloud Consultant.

-
Experience supporting global sales, customer success, partner, or revenue operations teams.

-
Experience building AI agents with Microsoft Copilot Studio or similar AI automation platforms.

-
Curiosity and willingness to learn new technologies, adopt AI tools, and continuously improve CRM processes.