Salesforce Analyst

Experience Requirements

• 5+ years of experience as a Business Analyst (BA) with good experience in admin roles, leading enterprise-scale CRM and PRM projects.
• Approximately 2 years of experience/exposure in SDLC project management and analysis, including scoping, timeline management, documenting use cases, process flows/swim lane diagrams, requirements, user acceptance testing, change management, etc.
• Working knowledge of process documentation and project management software.

Qualifications

• BS or equivalent degree in Business Management, Computer Science, Engineering, or a related discipline.
• Salesforce Administrator Certification (required).
• Salesforce Marketing Cloud Consultant Certification (required).

Skills Requirements

• Strong knowledge of Consumer, Retail, Enterprise channels, and End customer sales. Experience in Sales operations, partner management, and enablement is preferred.
• Experience with tools such as Jira, Confluence, and Microsoft Office Suite.
• Deep understanding of Salesforce Platform functionality and best practices, especially in Sales Cloud and Marketing Cloud.
• Experience in implementation; ability to determine whether requirements are configuration, customization, or integrations with external systems.
• Hands-on experience configuring platform features including user management, profiles, permission sets, role hierarchy, org-wide defaults, sharing rules, territories, custom objects, page layouts, custom fields, formula fields, validations, workflow rules, email templates, process builder, flows, lightning pages, managed packages, etc.
• Experience with the Salesforce AppExchange and a deep understanding of both this ecosystem and native Salesforce capabilities.
• Experience with Agile/Scrum delivery models.
• Experience in SDLC project management and analysis, including scoping, timeline management, documenting use cases, process flows, requirements, UAT, and change management.
• Working knowledge of process documentation and project management software.
• Experience working with large-scale, complex datasets and using Salesforce data tools.
• Ability to design and implement dashboards on Einstein Analytics/Tableau CRM and reports to deliver business insights.
• Keen understanding of system security and controls.

Key Responsibilities

• Work closely with business teams as functional experts in sales, merchandising, and retail processes.
• Establish credibility as trusted advisors, understanding business requirements and providing options.
• Propose solutions beyond initial requests, focusing on scalable, flexible, and maintainable designs.
• Set clear, measurable success criteria for initiatives.
• Follow a standardized development lifecycle methodology for projects, from scoping to implementation.
• Support business processes related to application, data integrity, governance, and compliance.
• Manage Salesforce applications, defining, designing, and configuring enhancements to provide ROI.
• Design and implement reports, dashboards, and alerts for business insights.
• Manage User Acceptance Testing, including scripting and obtaining sign-offs.
• Analyze business processes and identify opportunities for Salesforce-based optimization.