Salesforce (TPM) Operations Lead

Company overview: About Estuate

At Estuate, more than 400 uniquely talented people work together, to provide the world with next-generation product engineering and IT enterprise services. We help companies reimagine their business for the digital age.

Incorporated in 2005 in Milpitas (CA), we have grown to become a global organization with a truly global vision. At Estuate, we bring together talent, experience, and technology to meet our customer’s needs. Our ‘Extreme Service’ culture helps us deliver extraordinary results.

Our key to success

We are an ISO-certified organization present across four distinct global geographies. We cater to industry verticals such as BFSI, Healthcare & Pharma, Retail & E-Commerce, and ISVs/Startups, as well as having over 2,000 projects in our portfolio.

Our solution-oriented mindset fuels our offerings, including Digital Platform Engineering, Digital Business Apps, and Digital Security & GRC.

Our culture of oneness

At Estuate, we are committed to fostering an inclusive workplace that welcomes people from diverse social circumstances. Our diverse culture shapes our success stories. Our values unite us. And, our curiosity inspires our creativity. Now, if that sounds like the place you’d like to be, we look forward to hearing more from you.

Currently, we are looking for a Salesforce (TPM) Operations Lead to join our team.

Job Description

• Salesforce (TPM) Operations Lead responsible for providing real-time solutions and support for TPM applications, acting as a digital and commercial specialist. 
• Manage both offshore and onshore teams and drive end-to-end support operations, including SLA compliance, Root Cause Analysis (RCA), change requests, and Major Incident Management (MIM) via ServiceNow.
• Oversee user and license management, Salesforce configuration, data integration, compliance tracking, and hands-on TPM domain support in collaboration with internal and external teams.
• Provide real-time resolution support for TPM-related issues across Salesforce platform.
• Work closely with Development teams, Product Owners (PO), and Business Analysts (BA) to ensure alignment on feature requirements, timelines, and production readiness. 
• Handle ServiceNow processes, including SLA adherence, Root Cause Analysis (RCA), problem management, change management, and Major Incident Management (MIM).
• Lead daily support operations for TPM, working closely with offshore and onshore resources.
• Manage the user lifecycle, including new user setup, deactivation, role assignments, profiles, permission sets, public groups, and Single Sign-On configuration.
• Configure and maintain Salesforce components such as Flows, fields, page layouts, record types, custom settings, dashboards, Connected Apps, and standard/custom reports.
• Support Apex Classes and Triggers, along with basic troubleshooting in Developer Console.
• Perform SOQL queries and reporting using Workbench and LWC tools.
• Execute and monitor Salesforce integrations (inbound and outbound) with data models.
• Perform bulk data uploads and updates using Workbench and Data Loader.
• Collaborate with internal and external stakeholders to ensure alignment with SOX compliance requirements.
• Maintain TPM processes including fund allocation, promotion execution, claims, reconciliation, and performance tracking.
• Lead release management activities including sandbox refreshes, deployment schedules, and post-release validations.
• Coordinate and support User Acceptance Testing (UAT) cycles for TPM features and fixes.
• Drive TPM platform governance and enforce consistent data quality, security, and change control standards.
• Maintain process documentation, support runbooks, and knowledge base articles for incident response and functional training.
• Liaise with cross-functional teams (e.g., ERP, BI, Finance) to ensure end-to-end process alignment and accurate data reconciliation.
• Identify opportunities for automation and system optimization using Salesforce-native tools and integration methods.
• Facilitate internal audits, ensure SOX readiness, and lead compliance tracking for TPM financial data processes.
• Analyze TPM performance metrics to drive proactive support and continuous process improvement.

Skills & Requirements

• Salesforce administration and user/license management
• Declarative Salesforce configurations (Flows, page layouts, dashboards)
• Apex Class, Trigger knowledge and debugging
• SOQL query development and Workbench usage
• Data integration (inbound/outbound), including Workbench and Data Loader
• TPM process knowledge (Trade fund planning, claims, reconciliation)
• Experience with ServiceNow (SLA, RCA, MIM, Change)
• Single Sign-On and security configuration
• Working knowledge of SOX compliance and audit processes
• Collaboration with internal and external development and operations teams

Professional Attributes

• Strong communication and interpersonal skills to manage cross-functional teams
• Ability to lead and mentor offshore and onshore support members
• Self-driven with the ability to deliver under minimal supervision
• Process-oriented with a strong attention to detail
• Flexible and adaptable in a fast-paced enterprise environment
• Problem-solving mindset with focus on root cause and permanent solutions
• Commitment to continuous learning and Salesforce platform evolution

Preferred Qualifications

Salesforce certifications such as Salesforce Certified Administrator, Consumer Goods Cloud Accredited Professional, or Sales Cloud Consultant are preferred.

Our commitment to Equal Opportunity Employment (EOE)

Estuate, Inc. is an equal opportunity employer. Our employment decisions are made on the basis of merit and business needs. We comply with all applicable state & local laws governing non-discrimination in employment at each of our facilities and locations.

Disclaimer

The above job definition information has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Job duties and responsibilities are subject to change based on changing business needs and conditions.