Senior Analyst, Customer OnBoarding & SalesForce Governance (Bangalore, IN) presso Colt Technology Services

Why we need this role

We are looking for a detail-oriented and strategically minded Senior Analyst to join our Segmentation & Customer Onboarding team. This role is pivotal in driving analytical insights that shape customer acquisition and onboarding strategies, leveraging tools like Salesforce, Excel, and CRM platforms

What you will do:

•    Design and implement customer segmentation frameworks to support targeted onboarding strategies
•    Optimize and manage workflows using Salesforce New Account Model for seamless onboarding
•    Analyze performance data to recommend process improvements and enhance customer experience
•    Collaborate with cross-functional teams to ensure accurate and efficient CRM data handling
•    Generate reports, dashboards, and actionable insights using advanced Excel skills
•    Utilize Dun & Bradstreet (D&B) datasets to enrich customer profiles and drive smarter segmentation
•    Ensure data integrity by maintaining data hygiene and conducting regular Salesforce audits

What we’re looking for

•    Proven experience in customer segmentation and onboarding analytics
•    Proficiency in Salesforce, specifically the New Account Model
•    Strong command over Microsoft Excel – including pivot tables, advanced formulas, and data visualization
•    Solid understanding of CRM platforms and data architecture
•    Familiarity with D&B data services and their application in business analytics
•    Excellent communication skills and stakeholder management abilities
•    A knack for problem-solving and analytical thinking

3-5 years of experience with any gradution degree.

Competencies

Skills

Education