Investor Services & Digital Sales Support Specialist - Salesforce (Junior Level)

at  Tata Consultancy Services

Job Title: Investor Services & Digital Sales Support Specialist - Salesforce (Junior Level)
Job Type: Permanent
Location: Letterkenny, Co. Donegal – Fully onsite
Ready to leverage your skills in Salesforce customer relationship management system and help facilitate the business’ sales process and investor lifecycle?
Are you looking for an exciting opportunity to take the next step in your development with a leading global IT organsation to future proof your career?
Join us as an Investor Services & Digital Sales Support Specialist!

THE ROLE

As an Investor Services & Digital Sales Support Specialist, you will be responsible for supporting our Salesforce customer relationship management system and suite of sales enablement tools to facilitate the business’ sales process and investor lifecycle with strong focus on driving efficiency, maximising sales results, and improving the client experience.
You will support the team in running the day-to-day management of the sales systems and tools which includes gathering and defining requirements, managing users and stakeholders, overseeing data quality, building out the existing reporting and analytics capabilities, structuring enhancements, and researching new applications and tools, including the use of AI.
This role requires you to be energetic, highly organised with a strong data governance and analytical skill set as you will need to think complexly and critically on how all enhancements impact downstream/upstream processes, data quality, user experience, and client experience.
The sales and investor lifecycle ecosystem is comprised of the following key systems/tools: Salesforce, InvestorFlow, Tableau, Anduin, Seismic, and Marketing Cloud.

Key responsibilities:

• Administration
• Troubleshoot and work with technology and users daily to log, track, and resolve issues.
• Own all day-to-day data updates across Salesforce and InvestorFlow portal to effectuate ongoing business needs (i.e., territory reassignments, new set ups/close outs/edits for products, organisations, contacts, investments, fundraises, portal pages, etc.).
• Develop training materials and hold routine training sessions.
• Manage user onboard and off board process, including license review, security and profile review and set up.
• Work effectively with technology partners, including tableau partners, to track all issues and enhancements and ensure requirements are detailed in JIRA in a timely and organized manner and communicated clearly.
• Assist technology partners in UAT.
• Data and Analytics
• Manage all salesforce and tableau data audits and work with related parties to resolve data issues.
• Create native Salesforce reporting as needed, in particular for users and custom communications.
• Manage Salesforce campaigns, in particular Advisory Council and custom mailings.
• Set up diligence and investor reporting rooms across Salesforce and InvestorFlow platforms.
• Review diligence room access on a routine basis and process removals.
• Coordinate undeliverable emails after mailings and remove/inactivate contacts as necessary

TCS is a purpose-led transformation company, built on belief. We do not just help businesses to transform through technology. We support them in making a meaningful difference to the people and communities they serve - our clients include some of the biggest brands in the UK and worldwide. For you, it means more to make an impact that matters, through challenging projects which demand ambitious innovation and thought leadership.

• Be part of an exciting team where you will be challenged every day.
• Work closely with the range of teams within the business to bring products to life.
• Work with customers and identify opportunities to support their strategy and improve their processes across functions