Salesforce CRM Analyst at Wolters Kluwer (Houston, TX)

Salesforce CRM Analyst 18-21402

Wolters Kluwer is a global leader in professional information services. Professionals in the areas of legal, business, tax, accounting, finance, audit, risk, compliance and healthcare rely on Wolters Kluwer's market leading information-enabled tools and software solutions to manage their business efficiently, deliver results to their clients, and succeed in an ever more dynamic world. Wolters Kluwer combines deep domain knowledge with specialized technology. Our portfolio offers software tools coupled with content and services that customers need to make decisions with confidence. Every day, our customers make critical decisions to help save lives, improve the w

This role can also be in our Albany NY, St. Cloud MN or Houston TX offices.

This position handles the ongoing administration, training and implementation of new applications and interfaces from Salesforce.com ("SFDC") to existing applications and data sources. This position requires a close working relationship with the Sales Management, Marketing and Product Management, Sales Representatives, IT Operations, and Finance. Activities of the SFDC Administrator / Business Analyst include:

RESPONSIBILITIES:

• Maintain knowledge of all internal systems and processes, including an expert knowledge of SFDC

• Eliciting business requirements from end-users

• Keep current with system advances, technologies and best practices

• Enhance the end-user experience

• Maintain users, profiles, roles, permissions and licenses

• Coordinate and administer training to all SFDC users

• Facilitate the procurement and analysis of data derived from SFDC and integrated from other systems

• Apply subject matter expertise to the implementation of processes and workflow strategies

• Assisting in development and reporting of key performance indicators

• Working with the SCOE CT Insights team to collect, extract, and compile data from Salesforce.com (SFDC) to support the development of sales reporting to increase business intelligence

• Translate segment strategy into CRM workflow so as to track and analyze key trends

• Perform analysis of KPIs, identify and analyze key trends, and regularly highlight performance issues and areas of improvement to increase revenue potential to the leadership team

• Develop reports, dashboards, and processes to continuously monitor data quality and integrity

• Gather business requirements and recommend process improvements and changes to the Sales systems and processes with outcomes tied to revenue gains

• Coordinate with Marketing on ingestion and assignment workflow related to lead generation monitoring user adoption rates to address system and user needs

• Manage outsourced SFDC implementation partners
• Participate in monthly meetings with the SFDC Advisory Team. Collaborate with peers and management to continuously improve the platform
• Define, communicate, and manage a change management (release) process to implement new applications and updates to existing applications
• Assist in the development of and communicate a schedule for future database releases/enhancements
• Partner with Training & Development for new hire onboarding and developing training sessions

QUALIFICATIONS:

• Minimum of four years of experience using Salesforce.com including working knowledge, concepts, practices and procedures supporting over 250 users

• Minimum of four years hands on experiences with using Microsoft Word, Excel, PowerPoint and Acrobat

• Bachelor's degree from an accredited college/university or equivalent work experience

• Prior experience working in an Agile environment

• Work directly with Sales Executives and Sales Managers to gather requirements and create user stories

• Creating reports & dashboards in SFDC (Tableau experience preferred)

• Deliver training to staff at all levels

• Strong analytical skills, written and verbal communication

• Proficiency in Microsoft Office Suite, Visual Force, Apex, HTML/XML

• Exposure to JDEdwards and SQL and ability to write SQL queries

• Prior experience with Sales Optimizer, Qvidian, Eloqua software

• Prior CRM experience working with CRM teams developing/maintaining custom objects, workflows, validation rules and notifications. Perform platform governance standards & procedures with a focus on data Hygiene.

• SFDC Certified Administrator, SFDC Certified Sales Cloud Administrator and/or Current Certified Service Cloud Administrator strongly preferred

• 10% domestic US travel to Wolters Kluwer offices

ABOUT WOLTERS KLUWER

• Wolters Kluwer reported 2017 annual revenues of 4.4billion. The company, headquartered in Alphen aan den Rijn, the Netherlands, serves customers in over 180 countries, maintains operations in over 40 countries and employs 19,000 people worldwide. Wolters Kluwer shares are listed on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices

EQUAL EMPLOYMENT OPPORTUNITY

• Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
• For more information about our solutions and organization, visit http://bit.ly/2CX3JZK, follow us on Twitter, Facebook, and LinkedIn

INFORMATION

For any assistance with your application for this job opening, please call the HR Source at (888) 495-4772 or email HRSource@WoltersKluwer.com. TTY is also available at (888) 495-4771.

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