Job Closed
This listing is no longer active.
Count on us. 🧡
CRM Administrator (Mid/Senior), Salesforce
Location
Brazil
Posted
18 days ago
Salary
0
Seniority
Senior
Job Description
CRM Administrator (Mid/Senior), Salesforce
Efí Bank
• Administer, maintain and evolve the Salesforce platform, focusing on Sales Cloud and/or Service Cloud; • Configure and maintain custom objects, fields, record types, page layouts, validation rules, profiles, permission sets and sharing rules; • Develop and optimize automations using Salesforce Flow; • Build and improve sales funnels, commercial journeys and service workflows; • Create and maintain reports, dashboards and operational and managerial KPIs; • Participate in the implementation and enhancement of digital service channels, including Chatbots, WhatsApp, Omnichannel, Web Chat and Messaging; • Configure queues, routing, distribution and prioritization of service requests; • Work in partnership with business areas to gather requirements and implement improvements; • Identify opportunities for automation, process optimization and operational efficiency gains; • Ensure governance, organization and data quality within the CRM; • Create and maintain functional and technical documentation for implemented solutions; • Support training and provide user support for the platform, promoting greater adoption and efficient use of Salesforce.
Job Requirements
- Bachelor’s degree in Information Systems, Software Engineering, Computer Science, Business Administration, Management Processes or related fields;
- Proven experience with Salesforce Sales Cloud and/or Service Cloud;
- Experience with Salesforce Flow (Screen Flows, Record-Triggered Flows and Scheduled Flows);
- Knowledge of Salesforce data modeling (objects, relationships, sharing model and security);
- Experience building reports and dashboards to monitor KPIs;
- Salesforce certifications (Platform Administrator and/or Platform App Builder);
- Intermediate English for technical reading and writing.
- Preferred / Nice to have:
- Previous experience in Banks, financial institutions and/or payment institutions;
- Salesforce certifications (Sales Cloud Consultant and/or Service Cloud Consultant);
- Experience with operational metrics, commercial indicators and customer experience (CX);
- Experience in digital transformation projects and continuous process improvement;
- Knowledge of LLM applications in CRM.
Benefits
- 📆 Reduced 32-hour workweek: We have a 32-hour weekly schedule for employees with time tracking;
- 🩺 Copay health insurance for employees and dependents;
- 🩺 Clude Saúde: online medical care and other health solutions;
- 🦷 Copay dental plan for employees and dependents;
- 🍽️ Meal and food allowance on the Eva Card flexible benefits card with an average value of R$ 1,600.00 per month;
- 🏋🏻 Wellhub: corporate fitness platform focused on quality of life and well-being, providing access to partner gyms and studios for employees and dependents;
- 🏠 Home-office allowance of R$ 140.00 per month;
- 🖥️ Work infrastructure provided;
- 🎉 Birthday day off;
- 📚 Corporate University;
- 📚 Study grants for employees and dependents, according to company policy;
- 📚 Language course subsidies for employees, according to company policy;
- 👶🏻 Extended maternity leave of 7 months and extended paternity leave of 30 days, also supporting adoptive parents;
- 😊 Life insurance;
- 🧠 Emotional health program and discounted psychological care for employees and dependents via the Moodar platform;
- 🤑 Employee perks club with exclusive discounts and partnerships for Efí employees.
Related Guides
Related Job Pages
More Customer Success Manager Jobs
• Provide consistent, accurate and efficient processing of orders • Handle moderate volume of inbound calls from scholarship families • Actively communicate with Team and Families • Follow coaching from manager to show consistent improvement in identified areas of opportunity. • Perform other duties as assigned
• Serve as the primary strategic relationship owner and trusted advisor for all assigned manufacturer accounts and programs. • Build and maintain relationships across multiple levels within the manufacturer: Commercial, Market Access, Medical Affairs, Marketing, and Finance. • Lead all quarterly business reviews, strategic planning sessions, and executive touchpoints. • Attend in-person client meetings, National Sales Meetings, and industry conferences. • Host client dinners and/or educational events and networking opportunities. • Act as connector for executive points of contact to others across the industry and CareMetx subject matter experts. • Develop and manage HUB client portfolio strategy and roadmap, aligning our suite of products and services with brand and patient access goals. • Partner cross-functionally with Operations, Technology/Product, Sales/Marketing, Legal, Compliance, and Finance to align HUB services execution and delivery with overall program strategy. • Oversee budgeting, forecasting, and financial analysis in partnership with Finance. • Responsible for regular client health updates and presentations to the ELT. • Proactively identify risk, develop mitigation plans, and own pull-through on resolution. • Partner closely with Operations teams to ensure all program SLAs, KPIs, and delivery deadlines are being met. • Define reporting requirements and oversee development of dashboards and performance reports for internal stakeholders and senior leadership. • Leverage HUB data and market analytics to inform patient access strategy, identify barriers, and drive program optimization. • Support client implementations for new launches, special projects, and enhancements.
• Build and maintain strong, long-term relationships as the primary point of contact for your assigned clients. • Lead regular check-ins, business reviews, and strategic client meetings to ensure satisfaction and alignment with their goals. • Own the renewal process end-to-end, securing timely contract extensions and minimizing churn. • Proactively identify and mitigate risks to retention before they become problems. • Consistently meet or exceed renewal and retention targets. • Help clients achieve measurable outcomes by sharing best practices, insights, and guidance that maximize ROI. • Monitor client usage, adoption, and performance data to spot gaps or opportunities early. • Identify and pursue expansion opportunities within existing accounts to drive revenue growth. • Partner with sales, operations, product, and support teams to deliver a seamless client experience. • Maintain accurate account information, renewal forecasts, and expansion pipeline in CRM. • Report regularly on client health, retention metrics, and growth opportunities.
Customer Success Manager
SleekOne-stop-shop for entrepreneurs to start & grow their business in Australia, Hong Kong, Singapore and the UK.
• Through proprietary software and AI, along with a focus on customer delight, Sleek makes the back-office easy for micro SMEs. • We give Entrepreneurs time back to focus on what they love doing - growing their business and being with customers. With a surging number of Entrepreneurs globally, we are innovating in a highly lucrative space. • We operate 3 business segments: - Corporate Secretary: Automating the company incorporation, secretarial, filing, Nominee Director, mailroom and immigration processes via custom online robots and SleekSign. We are the market leaders in Singapore with ~5% market share of all new business incorporations - Accounting & Bookkeeping: Redefining what it means to do Accounting, Bookkeeping, Tax and Payroll thanks to our proprietary SleekBooks ledger, AI tools and exceptional customer service - FinTech payments: Overcoming a key challenge for Entrepreneurs by offering digital banking services to new businesses • Sleek launched in 2017 and now has around 15,000 customers across our offices in Singapore, Hong Kong, Australia and the UK. We have around 500 staff with an intact startup mindset. • We have recently raised Series B financing off the back of >70% compound annual growth in Revenue over the last 5 years. Sleek has been recognised by The Financial Times, The Straits Times, Forbes and LinkedIn as one of the fastest growing companies in Asia. • Backed by world-class investors, we are on track to be one of the few cash flow positive, tech-enabled unicorns based out of Asia Pacific.




