CRM Implementation
hace 2 semanas
CRM Implementation & Optimization Leader
Profesional bilingüe con más de dos años de experiencia en la administración y optimización de plataformas CRM, especialmente Salesforce. Integra una visión estratégica de marketing con ejecución técnica especializada, impulsando la eficiencia operativa, la calidad de los datos y una experiencia del cliente de alto nivel.
Especialista en Salesforce CRM y Marketing Cloud, con dominio en Customer Experience, automatización y analítica. Ha liderado procesos de adopción, capacitación y mejora continua de herramientas, generando valor a través de la personalización, segmentación avanzada y optimización del ciclo de vida del cliente.
Principales responsabilidades:
- Administrar y optimizar Salesforce CRM
, garantizando su configuración eficiente, la integridad de datos, la creación de reportes, dashboards y análisis de desempeño por mercado, canal y distribuidor. - Supervisar el uso estratégico de
Salesforce Customer Experience Platform (CXP)
, asegurando su alineación con los procesos de negocio y los objetivos comerciales de la organización. - Diseñar, programar y ejecutar campañas automatizadas
y journeys multicanal en Salesforce Marketing Cloud, orientadas a conversión, nurturing, activación y retención de clientes. - Liderar procesos de
capacitación y acompañamiento
para nuevos usuarios e integrantes regionales, impulsando el uso eficiente de las plataformas CRM y la adopción de mejores prácticas. - Realizar
auditorías de leads y oportunidades
, identificando desviaciones, áreas de mejora y definiendo acciones correctivas, con seguimiento y reportes de resultados. - Colaborar con los equipos de
ventas y marketing en la planificación de estrategias data-driven
, analizando proyecciones de demanda, segmentación de prospectos y comportamiento del cliente. - Participar en la
definición de requerimientos técnicos
y actuar como enlace con los equipos de desarrollo para la evolución del CRM, asegurando una correcta implementación de nuevas funcionalidades. - Gestionar, integrar y depurar bases de datos
provenientes de múltiples fuentes internas y externas, garantizando su calidad, consistencia y disponibilidad para análisis, campañas y toma de decisiones.
Competencias técnicas:
- Salesforce CRM (administración, reportes, dashboards, auditorías, flujos)
- Salesforce Marketing Cloud (Automation Studio, Email Studio, Journey Builder, segmentación)
- Microsoft 365 (Excel avanzado, PowerPoint, Power BI básico)
- SQL (intermedio) | HTML (intermedio)
- Conocimiento general de marketing automation, segmentación de audiencias, customer journeys y métricas de conversión
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