Salesforce Data Associate/Salesforce Data Consultant

Your Impact:

Our People & Places Solutions business – reinforces our drive to improve the lives of people everywhere and epitomizes the “why” of what we do – the tremendous positive impact and value our solutions bring to our communities and society as a whole. From facilities delivering life-saving therapies and ensuring clean water to enabling the connection of people through all modes of transportation and providing access to technology – we’re integrating a multitude of these solution elements to build the smart environments of tomorrow.

Start your Jacobs career with a company that inspires and empowers you to deliver your best work so you can evolve, grow and succeed – today and into tomorrow.

Key Duties and Responsibilities

• Serve as a Salesforce Point of Contact (POC) for making diligent dashboards and reports for a Line of Business [LOB].
• Manage Salesforce momentum booking administrative functions
• Ability to make lenses and dashboards in Tableau CRM.
• Liaise closely with our Finance, Sales and Sales Operations teams to establish suitable outcomes to development, and amend financial data
• Effectively act as the liaison between our Salesforce user Sales community & wider stakeholders
• Work independently with members of the user community.
• B&P & Review Approvals in Salesforce (includes checking Account status)
• Reviews completed (for B&P approvals) & active Opportunity, dates, correct approvers as per Delegated Level of Authority etc.
• Ops Bookings including monthly bulk upload (collate weekly reports from India into 1 file, distribute, follow up and coordinate monthly bulk upload & manual entry as required).
• Provide updates to Executive Team & help follow up GM bookings on a monthly/Quarterly basis.
• Data Steward Pipeline: overdue opportunities, data maintenance etc. (overdue opportunities, inactive account leads, correct GID splits, TCD/PSD alignment, B&P spend, confidential opp request, verifying new Accounts).
• Send weekly report
• Salesforce Chatter requests
• Dashboard & Reports (maintaining/refreshing, requests, exporting reports when requested)

#ASIAIS

Here’s what you’ll need:

Skills Required

• Excellent attention to detail and a positive attitude
• Demonstrated ability to meet deadlines
• Must demonstrate excellent verbal and written communication skills in English
• Must demonstrate ability to communicate effectively at all levels of the organisation
• Ability to critically evaluate information gathered from multiple sources and reconcile conflicts
• A proactive attitude to platform enhancements
• Designing scalable, best practice solutions
• Excellent relationship-building skills
• Ability to liaise with stakeholders at all levels
• Translating requirements into technical solutions
• Experience in change management and governance
• Training end users and key stakeholders
• Technical documentation
• Available and responsive to questions
• Experience implementing Salesforce configuration changes, including (but not limited to): Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards and reports
• Demonstrates continued personal/professional development
• Active in the Salesforce community

Preferred Experience

• 5 – 7 years’ experience on Salesforce platform 
• Other Client Relationship Management (CRM) experience also preferred
• Understanding of Salesforce best practices and in-built functionality
• Strong data management abilities
• A demonstrated ability to understand and articulate intricate financial data