Salesforce Specialist

Empower

. Partner with sales and service leaders to provide reporting, dashboard updates, and efficiencies for Regional Sales Directors, Internal Sales Directors, and RM teams using Salesforce .

Posted 11/5/2026full-timeBangalore • IndiaSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Salesforce solutions and project management, with a strong focus on driving sales and retention through effective reporting and training. Proven ability to lead teams in solving complex problems within the financial services industry.

Highest-signal resume keywords

Salesforce SolutionsSalesforce Administrator CertificationProject ManagementAdvanced ExcelFinancial Services Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

SalesforceReportingDashboard UpdatesProject ManagementData AnalysisSalesforce.comDataloader

Soft Skills

Strong Communication SkillsProven Presentation SkillsFlexibility

Tools & Technologies

MS Office Suite

Certifications & Qualifications

Salesforce Administrator Certification

Industry Keywords

Financial ServicesSales EnablementSales TrainingRetention Strategies

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

Partner with sales and service leaders to provide reporting, dashboard updates, and efficiencies for Regional Sales Directors, Internal Sales Directors, and RM teams using Salesforce
Serve as a hands-on technology leader on the Sales and Service Enablement team
Help shape the next generation application platform
Drive sales and retention through Salesforce solutions
Partner with leaders and trainers to ensure associates understand necessary Salesforce skills and technology
Lead others in solving complex problems and advise functional areas with proposed solutions and best practices
Participate in teams solving complex and unusual problems with potentially significant financial impact
Manage projects and develop solutions in the Salesforce platform for Sales and RM teams
Identify sales and service team needs with leadership and provide training to sales and RM teams
Compile, execute, and distribute weekly and monthly sales or RM reports and ad hoc reports
Ensure reports contain information needed to track Divisional Vice-President and Relationship Manager activity from inception to closure
Perform additional projects as assigned

Requirements

What you’ll need

Business, Marketing or Communications Degree preferred or relevant years of experience
Salesforce Administrator Certification preferred
5-10 years of experience in the financial services industry preferred
Flexibility to work on a variety of assignments and switch priorities and deadlines
Ability to work with multiple systems
Strong communication skills
Proven presentation skills
Experience with project management and managing multiple projects simultaneously
Proficiency in MS Office Suite
Advanced Excel required
Experience with Salesforce.com
Dataloader is a plus

Benefits

Comp & perks

Flexible work environment
Fluid career paths
Internal mobility opportunities
Purpose, well-being, and work-life balance support
Welcoming and inclusive environment
Volunteering opportunities