Delivery Lead- SFDC business Partner

Acuity Analytics (the trading name of Acuity Knowledge Partners) is a global, tech-first organisation helping financial institutions and corporates make better decisions through research, data, analytics and AI-enabled solutions. We combine deep financial services expertise with strong engineering, digital and AI capabilities to solve complex, real-world problems.

With a team of 7,200+ analysts, data specialists and technologists across 28 locations, we work with more than 800 organisations worldwide to drive efficiency, unlock insight and deliver measurable impact. Our success is built on the strength of our peopleby investing in talent, encouraging collaboration and creating room to grow, we enable our teams to do their best work for clients.

Acuity became an independent business in 2019 following its acquisition from Moody’s Corporation by Equistone Partners Europe. In 2023, funds advised by global private equity firm Permira acquired a majority stake, with Equistone remaining a minority investor—supporting our continued growth and innovation.

For more information, visit www.acuityanalytics.com

Position Title-Delivery Lead- Salesforce Business Partner

Department-Sales operations

Location-Gurgaon/ Bangalore/ Colombo

Position reports to-Associate Director – Sales Operations / Global Sales Operations

Job purpose

To provide hands-on ownership of Acuity’s enterprise Salesforce ecosystem across user support, platform administration, data management, integration, enhancements and user enablement. The role will translate business needs into secure, scalable CRM solutions; strengthen data quality; support responsible AI adoption; and turn Salesforce data into actionable commercial insight.

Another important angle will be to improve forecasting accuracy by developing repeatable, data-led approaches that use opening pipeline position, conversion, win rates, sales cycle dynamics and deal level signals to better anticipate quarterly and year-end sales outcomes.

Key responsibilities

• Business-facing support and ownership: Act as the primary contact for Salesforce incidents, service requests, enhancements and user queries; manage intake, prioritization, communication, resolution and escalation; provide training, release updates and clear documentation.
• Salesforce administration: Manage users, licenses, profiles, permission sets, roles, sharing settings and access reviews; configure Flows, approvals, validation and assignment rules, record types, page layouts, Dynamic Forms and Lightning pages; maintain reports, dashboards, queues and notifications.
• Platform development and continuous improvement: Apply configuration-first thinking while using Apex, Lightning Web Components, SOQL/SOSL and APIs where appropriate; troubleshoot defects, address root causes, reduce technical debt and coordinate environments, deployments and post-release validation.
• Integrations and data management: Support Salesforce integrations with ERP, billing, CPQ, e-signature, marketing and other enterprise platforms; oversee APIs, authentication, middleware, monitoring and error handling; lead migration, cleansing, deduplication, reconciliation, backup and validation activities.
• AI, analytics and forecasting: Build operational and executive dashboards covering pipeline, conversion, sales, forecasting, revenue, customers, adoption and service performance; establish repeatable predictive methods to forecast quarterly and year-end landing positions using opening pipeline, stage conversion, win rates, sales-cycle velocity, slippage and deal-level risk; identify and deliver high-value use cases using Agent force, Einstein and related capabilities.
• Governance, risk and documentation: Maintain effective release, change, backup, testing and deployment controls; support audits and ITGC requirements; maintain solution designs, SOPs, configuration inventories, deployment records and user guidance; coordinate vendors while retaining clear internal accountability.
• Stakeholder partnership: Work closely with Sales, Finance, Marketing, Billing, Delivery, IT and external partners to support connected Lead-to-Order and Order-to-Cash processes, including merger and acquisition initiatives.

Key competencies

• Customer and support orientation: Approachable and accountable front line for Salesforce users.
• Technical depth: Strong knowledge of Sales Cloud, Flow, Apex, Lightning Web Components, SOQL/SOSL, APIs, testing and deployment, balancing configuration-first thinking with development and integration capability.
• Commercial forecasting and analytical judgement: Converts CRM data into reliable forecasts, early-warning indicators and practical actions for Sales Leadership; challenges assumptions and explains variance clearly.
• AI and automation mindset: Identifies AI and automation opportunities that simplify day to day business processes
• Ownership and delivery: Takes responsibility from problem definition through design, delivery, validation, adoption and support.
• Communication and stakeholder management: Make complex principles easy to understand and explain technical and analytical topics clearly to users, technical teams and senior leadership.
• Continuous improvement: Identifies opportunities for automation, simplification, innovation and improved user experience.
• Qualifications: Bachelor’s degree in computer science preferred but Information Systems, Engineering, Analytics or a related discipline considered too, Salesforce Administrator or Advanced Administrator certification required, with Sales Cloud Consultant, Platform Developer, Omni studio, CPQ, platform data architect or Agent force certification advantageous.