Crm Salesforce Specialist

  • Pubblicato il 28/05/2026
  • Milano (MI)
  • Da definire

Descrizione:

Generali Employee Benefits

Established in Trieste (Italy) in 1831, Assicurazioni Generali SpA is a business with a history. The Generali Group is one of Europe’s biggest multiline insurers by market capitalization and ranks in the top five insurers in the world by global premium income.


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Generali Employee Benefits (GEB) is the employee benefits activity of Generali Group. The GEB Network, composed of more than 100 local insurance companies, is one of the leading partners in the international employee benefits management field, servicing more than 1,400 international corporate customers.

For more information, please visit our website Overview

The CRM Salesforce Specialist handles daily operations and contributes to new initiatives on GEB’s Salesforce platform.

The CRM Salesforce Specialist works with and reports to the CRM Salesforce Manager and cooperates with other colleagues in the COO area, such as business analysts and IT, as well as business departments that actively work in Salesforce - focused on Sales teams, Marketing & Distribution, and Network Management and Partnerships.


Key Responsibilities

  • Advanced Salesforce administrator skills, such as creating/maintaining users, fields, objects, validation rules, flows, approval processes, reports, dashboards, and security setup, including SSO.
  • Demonstrate proficiency in Salesforce development, understanding and modifying existing Apex classes, Lightning components, Visual Force pages, Aura, triggers, and SOQL scripts.
  • Manage development and deployment workflows using Azure DevOps, including branch creation, code commits, pull requests (PRs), and deployment of Salesforce metadata to target environments.
  • Capture and translate business requests into clear specifications to aid design, coding, and testing of Salesforce.
  • Define and optimize business processes aligned with Salesforce and integrated systems in areas such as Sales, Marketing, Distribution, Communication, Network Management, Underwriting, Client Services, Data Management, and Compliance.
  • Business support (in ticketing system) and creation of documentation in dedicated tools (Jira, Confluence), including generation and updating of training and enablement content as new features/functionality are introduced.
  • Engage proactively with business owners and key departments, meeting with them if required, and hosting or supporting plenary (training) sessions.
  • Proactively identify system and process improvements, make actionable recommendations, and drive implementation.
  • Support all Salesforce integrations, tools, and third-party applications.
  • Reduce Technical Debts and ensure up-to-date organization security and configurations by monitoring Release Updates, Health Check, Portal Health Check, Feature Retirement Digest, license usage, user audit activities, API usage, and storage usage.
  • Improve standardization and adoption of common practices, new tools, and integrations. Introduce new Salesforce features/functionality and provide recommendations for improvements. Build standard reports and dashboards in Salesforce to track, manage, and provide insights on KPIs.
  • Provide operational support and consultation on strategic projects and initiatives.
  • Manage relationships and prioritize tasks with external development partners and vendors, including app/tool identification, license management.


Skills & Competences

  • Excellent interpersonal and communication skills to effectively collaborate and convey information. Strong customer service skills for providing end-user and business owner systems support.
  • Capable of challenging business requirements and proposing efficient technical solutions or alternatives. Ability to understand the needs of the business and translate them into actionable plans.
  • Strong sense of commitment and responsibility in handling tasks and projects. Willingness to take ownership and deliver results.
  • Ability to communicate complex technical concepts to non-technical stakeholders clearly and understandably.
  • A flexible approach to work, with a positive attitude and a collaborative nature. Valued for being supportive and enjoyable to work with.
  • Outstanding analytical, problem-solving, and organizational skills: proficient in estimating and planning client requirements, delivering high-quality outcomes within tight deadlines. Skilled in managing multiple topics while keeping stakeholders' information needs in mind.
  • Ability to lead and motivate colleagues, creating a structured and innovative work environment. Proven track record of providing guidance and support to team members.
  • Self-starter with a proactive attitude, keen on taking initiative, and open to learning
  • Capable of critically evaluating information from multiple sources, reconciling conflicts, and translating high-level information into details and vice versa.
  • Demonstrated ability to meet deadlines, prioritize simultaneous requests, and manage both lateral and upward interactions.


Qualifications & Experience

  • Minimum 4 years of experience in a similar role within an international environment.
  • Master’s degree in business, engineering, science or IT-related studies.
  • Proven experience and expert-level understanding of the Salesforce product suite, with certifications in: Salesforce Certified Platform Developer;
    Salesforce Certified Administrator, Salesforce Certified Service Cloud Consultant, Salesforce Certified Data Architect, Salesforce Certified Platform App Builder.
  • Ability to work in a multi-cultural environment and effectively communicate with remote locations.
  • Familiarity with Agile development processes.
  • Fluent in English;
    additional languages are considered an asset. xdwybme
  • Proven record of accomplishment as a Salesforce consultant and/or developer, along with experience in a B2B environment, is considered an asset.
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