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Salesforce Business Analyst



IT, Sales & Business Development
Boston, MA, USA
Posted on Wednesday, April 17, 2024

Salesforce Business Analyst

About the Role

We are seeking a talented Salesforce Business Operations Specialist to help drive the integrity of our internal data, optimize our CRM experience, and ensure our revenue teams are deriving maximum value from our tech stack and revenue operating processes. We are growing fast, and we are looking for someone who is excited to dig into our GTM data, drive and implement processes, and provide recommendations to senior leaders.

What you’ll do

  • Help build and maintain a roadmap for the continued optimization of our Salesforce instance, based on cross-functional and executive input as well as your own assessment of our system needs

  • Serve as a subject matter consultant for Salesforce, providing guidance and strong partnership to the GTM teams (Sales, Marketing, Support, etc.)

  • Create custom reports and dashboards to provide visibility into key business metrics and track progress against goals

  • Participate in the evaluation, scoping, and implementation of new systems, processes, and integrations

  • Develop and maintain documentation, including standard operating procedures, training materials, and system diagrams

  • High comfort with Salesforce flow building, maintenance, and deprecation

  • Implement and adjust automations for complex business processes

  • Manage user access and permissions, troubleshoot issues, and provide training and support to end users as needed

  • Develop and implement long-term best practices for using Salesforce to flexibly support a fast-moving team, ensuring data integrity along the way

  • Stay current with Salesforce releases and new features, evaluate their impact on our business, and make recommendations for adoption

What you bring

  • You have exceptional oral and written communication skills, with a strong ability to communicate technical problems to non-technical audiences and tell stories with data

  • You have demonstrated skills leveraging Salesforce as an admin to solve business problems for a managed services and / or SaaS organization in a fast-paced, scaling startup environment.

  • You love solving go-to-market business problems through data-driven process shifts

  • You possess the ability to build effective relationships, communicate, influence, and collaborate cross-functionally

  • You are a highly motivated self-starter with a collaborative, team & growth oriented mindset

  • You possess strong analytical skills, with the ability to solve complex problems and design effective solutions

  • You are highly detailed and organized with exceptional follow-through

  • You have the ability to assess the impact of new requirements on Salesforce and all upstream and downstream applications, systems, and processes

  • Salesforce Administrator certification a plus