We are looking for a Salesforce Techno-Functional Specialist with strong experience in real estate CRM operations, sales process management, collections tracking, and reporting.

The ideal candidate should understand both:

• ✅ Business processes (Sales, CRM, Collections, Channel Partners, Site Visits)
• ✅ Technical configuration (Salesforce customization, automation, dashboards, reports)

This role will act as a bridge between Sales, CRM, Finance, and Management.

• Salesforce Functional Responsibilities
  • Map complete real estate sales lifecycle in Salesforce:
    • Lead → Follow-up → Site Visit → Booking → Agreement → Collections → Handover
  • Manage inventory (Apartment/Villa units) in CRM
  • Configure lead allocation rules (Direct + Channel Partners)
  • Define sales stages and approval workflows
  • Track payment schedules, demand letters, and receivables
  • Manage cancellation & reallocation workflows
• Technical Responsibilities
  • Customize Salesforce objects, fields, page layouts
  • Create validation rules & automation (Flows / Process Builder)
    • Build dashboards for:
    • Leads vs Conversions
    • Sales Performance
    • Collection Tracking
    • Outstanding Receivables
    • Channel Partner Performance
  • Integrate Excel data uploads & bulk updates
  • Ensure data hygiene and duplication control
  • Coordinate with external Salesforce developers if required
• Reporting & Management Dashboards
  • Daily Sales Funnel Report
  • Site Visit Conversion Report
  • Booking vs Collection Tracker
  • Inventory Status (Sold vs Available)
  • Sales Executive Performance Report
  • Project-wise Collection Summary
  • Aging Analysis of Receivables
• Business Process Improvement
  • Identify gaps in current CRM usage
  • Standardize sales & CRM workflows
  • Improve lead response TAT
  • Align CRM data with Finance collection records
  • Train Sales & CRM teams on proper usage

• Strong understanding of Bangalore real estate sales cycle
• Exposure to RERA compliance processes
• Knowledge of construction-linked payment plans
• Experience handling high-ticket transactions

• Salesforce Administration
• Report & Dashboard Expertise
• Automation (Flows / Process Builder)
• Advanced Excel
• Basic Apex (Preferred)

• Minimum 2–3 years in Real Estate CRM
• Strong analytical & process-driven mindset
• Ability to work closely with Sales Heads & Management
• High ownership & data accuracy focus