Salesforce Analyst

Key Responsibilities:

• Gather and analyze requirements from real estate business stakeholders (sales, leasing, marketing, property management) to capture CRM and workflow needs specific to the real estate industry.
• Design, develop, and implement Salesforce solutions tailored to real estate business processes such as lead management, opportunity tracking, inventory management, bookings, contract management, and customer service.
• Configure Salesforce modules (primarily Sales Cloud and Service Cloud) to address unique real estate requirements like project and unit mapping, property lifecycle management, and payment tracking.
• Integrate Salesforce with other real estate systems (property listing portals, ERP systems for inventory and finance, marketing platforms).
• Develop custom components using Apex, Lightning Web Components (LWC), Visualforce, and Flows to enhance real estate processes such as lead nurturing, property allocations, payment schedules, and contract generation.
• Maintain and automate business rules for real estate scenarios such as site visits, customer follow-ups, KYC compliance, and document management.
• Create and maintain dashboards and reports for sales pipeline, inventory status, collection schedules, and agent performance.
• Collaborate with sales, marketing, operations, and IT teams to continuously improve system functionality and user adoption specific to the property sector.
• Ensure data security, privacy (including customer and property data), and compliance with industry regulations within the Salesforce environment.
• Stay updated on Salesforce enhancements and best practices relevant to the real estate industry.

Required Skills and Qualifications:

• Educational Qualification: Bachelor's/Master's degree in Computer Science, Information Technology, or related field, or an MBA or equivalent.
• Experience: 3–4+ years of Salesforce development/analyst experience, with preference for exposure to the real estate industry.
• Technical Skills:
• Proven expertise in Salesforce platform customization (Apex, LWC, Visualforce, SOQL, SOSL).
• Experience with real estate process automations (site visit scheduling, payment plans, booking workflows).
• Strong grasp of system integrations, especially with real estate listing sites, ERP systems, and marketing automation platforms.
• Proficiency using Salesforce declarative tools (Flows, Process Builder, Validation Rules, Reports, and Dashboards).
• Certifications: Salesforce certifications (e.g., Platform Developer I, Salesforce Administrator) are advantageous.
• Industry Knowledge: Familiarity with real estate sales/marketing cycles, inventory management, and property documentation processes.
• Soft Skills: Strong analytical and communication skills; experience supporting cross-functional real estate teams.

Preferred Skills:

• Experience:
• Experience in large-scale Salesforce implementations for real estate developers, agents, or property management companies.
• Familiarity with CRM mobile app customization for field sales/agents.
• Additional Tools: Exposure to CPQ, Marketing Cloud, and community portals for brokers or buyers.
• Regulatory Knowledge: Knowledge of real estate regulations, KYC/AML processes as they relate to CRM system design.