Salesforce Business Systems Analyst

September 17

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Description

• Collaborate with business stakeholders to understand and elicit requirements • Conduct thorough analysis of business processes to identify opportunities for workflow improvement and implement automation to increase efficiency. • Analyze customer data, sales metrics, and CRM data to identify trends, opportunities, and areas for improvement. • Capture and write user stories and assist with backlog grooming. • Build quality assurance (QA) testing scripts and conduct QA and regression testing to ensure data integrity and system functionality. • Facilitate User Acceptance Testing cycles with business stakeholders. • Create custom reports and dashboards for Sales, Marketing, and Operations. • Configure and customize Salesforce to meet business needs, ensuring optimal use of standard Salesforce features and App Exchange alternatives before resorting to custom development. • Implement and maintain Salesforce objects, fields, page layouts, and record types. • Oversee data migration efforts to ensure the accuracy and integrity of data within Salesforce. • Build and maintain functional specifications including data mappings for integration efforts between boundary applications and Salesforce CRM. • Develop and implement data quality strategies, including regular data cleansing and deduplication activities. • Design and implement automated solutions using Salesforce Process Builder, Flow, and Apex triggers to streamline business processes. • Provide training and support to end-users to maximize their proficiency in utilizing Salesforce. • Triage and resolve user-reported issues in a timely and effective manner. • Create comprehensive documentation for all aspects of Salesforce configuration, including data models, process flows, and system integrations. • Keep documentation up to date with any changes or enhancements made to the Salesforce platform. • Work closely with cross-functional teams, including developers, administrators, and project managers, to ensure successful implementation of Salesforce solutions. • Communicate effectively with both technical and non-technical stakeholders. • Create and maintain project reports using tools like Smart Sheet, Microsoft Project, Jira, etc.

Requirements

• 5+ years' experience as a Salesforce CRM Business Systems Analyst with hands on keyboard experience implementing and maintaining Sales Cloud (required) • Certification Required: Salesforce System Administrator or Business Analyst (Required), Platform App Builder (Preferred), Sales Cloud Consultant (Preferred) • Experience on SFDC business workflows like Persona based User Journey, Routing Rules, Reports & Dashboards. • Experience with Salesforce Administration including use of custom and standard fields and objects, workflow rules, data validation rules, and page layout changes. • Experience in Salesforce Lightning development, SDLC, and Salesforce Sales or Consumer Goods cloud. • Experience working on cross-functional teams. • Writing technical documentation and business requirements using tools like Confluence, Jira, and Lucid Chart/Visio. • Excellent communication, organization, and time management skills. • Motivated, self-starter with the ability to multitask, hit deadlines, and prioritize projects in a fast-paced, startup environment. • Experience with receiving, analyzing, and interpreting results from large data sets. • Proficiency with Excel, Dataloader.io, and other data tools with high degree of confidence handling and analyzing large data sets. • Proficiency with analytical tools such as SQL or Python.