Job Description

BENGALURU /
MARKETING /
FULL TIME
/ ON-SITE

About Plum

Plum is a modern employee insurance and health benefits platform focused on making health insurance simple, accessible and inclusive. Healthcare in India is seeing a phenomenal shift with inflation in healthcare costs 3x that of general inflation. A majority of Indians are unable to afford health insurance on their own; and so as many as 600mn Indians will likely have to depend on employer-sponsored insurance.

Plum is on a mission to insure 10mn lives by 2025. Backed by leading global investors including Tiger Global, Sequoia Capital, Tanglin Ventures and Incubate Fund, we help companies care better for their employees by providing:

• Comprehensive health benefits
• A fully-digital platform experience for HR teams & admins
• Superior support & claims experience.

About the Role:
We are looking for builders and straight up hustlers to help us scale our Salesforce CRM. A Salesforce Administrator would be the one who has consistently delivered high internal customer satisfaction, and thrive in taking full ownership of delivering delight to all the stakeholder who would be end users of the CRM. We dont pretend that itll be easy - joining a company and embarking on the scale-up phase is an amazing challenge, pushing well beyond the boundaries of natural growth cycles. Youll move quicker than feels comfortable, and be brilliant at continually re-prioritizing what must get done.

Responsibilities:

• • Manage day-to-day administration and configuration of the Salesforce platform.
  • Become a champion for the data that lives within our CRM ensuring that our sales, ABM, Accounts Management teams are entering information correctly, updating as needed, and that our handoff to customer success (CS) is accurate.
  • Sales, ABM and CS tech stack management: which can include other tools like Sales Navigator, Hubspot, Salestrail, etc.
  • Design and implement custom solutions to meet business requirements.
  • Demonstrates a full understanding of the Salesforce.com stack and experience with the Sales and Service Cloud.
  • Have a good understanding of system integrations to fill the gaps between upstream and downstream systems.
  • Work with program managers and stakeholders to uncover process gaps and develop elegant solutions.
  • Ability to use out-of-the-box SFDC functionality as well as build custom solutions or implement app exchange applications.
  • Experienced with workflows/ process builders and lightning flows.
  • Build and maintain custom objects/ fields, validation rules, layouts, reports, dashboards, profiles, permission sets, sharing rules, chatter groups, lightning flows, and email templates to optimise business processes.
  • Collaborate with stakeholders to develop business and technical requirements for features to be built on the CRM.
  • Manage organisation licences, and costs in collaboration with the team members.

Desired Experience:

• • Successful track record of working in and maintaining Salesforce CRM.
  • Financial skills and business acumen to understand sales profitability and opportunities.
  • Strong knowledge of tools in the revenue stack: CRM (Salesforce), Sales Engagement Platform, Lead/Contact Enrichment tools, Sales Enablement, Marketing Automation Platforms (HubSpot a plus).
  • 2+ years of experience as a Salesforce Administrator
  • Deep understanding of Salesforce CPQ
  • Excellent communication and collaboration skills
  • Ability to work with cross functional teams to resolve issues
  • Comfortable using modern tools like Slack, Google Suite, Hubspot
  • Strong adherence to SLAs and processes