Ness Digital Engineering
Salesforce Business Analyst/Consultant
Ness Digital Engineering, New York, New York, us, 10261
We are seeking a proactive and detail-oriented Salesforce Business Analyst and Functional Consultant with robust expertise in process optimization, Salesforce workflow design, configuration, and data projects, including data migration and cleanup.
This versatile role emphasizes enhancing operational efficiency, customizing Salesforce to meet business needs, and ensuring seamless integration of Salesforce processes and data across systems. The ideal candidate will be a natural problem-solver and critical thinker, comfortable asking the right questions to uncover insights and drive actionable solutions.
In this role, you will collaborate with cross-functional teams—business stakeholders, project managers, IT specialists, and Salesforce developers—to streamline Salesforce workflows, customize solutions, improve data quality, and support strategic initiatives. You will serve both as a facilitator of business process improvements and as a hands-on Salesforce configurator to implement scalable and effective solutions.
Responsibilities
Analyze existing Salesforce processes to identify inefficiencies and areas for improvement, ensuring alignment with business objectives; Design and document Salesforce workflows and configurations that optimize operational effectiveness; Collaborate with stakeholders to map out as-is and to-be processes within Salesforce, ensuring clarity and alignment across teams; Act as a "tree shaker" to uncover root causes of inefficiencies in Salesforce processes and challenge existing assumptions to drive innovation; Configure and customize Salesforce features to meet evolving business requirements, including creating custom objects, fields, validation rules, and automation. Requirements
5+ years of experience as a Business Analyst, Salesforce Functional Consultant, or in a similar role with a focus on Salesforce process optimization, configuration, workflow design, or data projects; Hands-on experience with Salesforce configuration, data cleanup, migration, and validation processes; Proven ability to analyze complex Salesforce systems and translate business requirements into customized solutions and workflows; Strong understanding of Salesforce process mapping, configuration tools, and best practices; Familiarity with tools for process and data analysis, such as SOQL, Excel, or Tableau; Expertise in customizing Salesforce and implementing scalable solutions that meet diverse business needs; Strong problem-solving and analytical abilities, focusing on delivering practical Salesforce solutions; Excellent communication and interpersonal skills, capable of building rapport with diverse Salesforce stakeholders; Detail-oriented mindset with the ability to manage multiple tasks and meet deadlines; Team-oriented attitude with the ability to foster collaboration and alignment across Salesforce and broader organizational departments.
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Analyze existing Salesforce processes to identify inefficiencies and areas for improvement, ensuring alignment with business objectives; Design and document Salesforce workflows and configurations that optimize operational effectiveness; Collaborate with stakeholders to map out as-is and to-be processes within Salesforce, ensuring clarity and alignment across teams; Act as a "tree shaker" to uncover root causes of inefficiencies in Salesforce processes and challenge existing assumptions to drive innovation; Configure and customize Salesforce features to meet evolving business requirements, including creating custom objects, fields, validation rules, and automation. Requirements
5+ years of experience as a Business Analyst, Salesforce Functional Consultant, or in a similar role with a focus on Salesforce process optimization, configuration, workflow design, or data projects; Hands-on experience with Salesforce configuration, data cleanup, migration, and validation processes; Proven ability to analyze complex Salesforce systems and translate business requirements into customized solutions and workflows; Strong understanding of Salesforce process mapping, configuration tools, and best practices; Familiarity with tools for process and data analysis, such as SOQL, Excel, or Tableau; Expertise in customizing Salesforce and implementing scalable solutions that meet diverse business needs; Strong problem-solving and analytical abilities, focusing on delivering practical Salesforce solutions; Excellent communication and interpersonal skills, capable of building rapport with diverse Salesforce stakeholders; Detail-oriented mindset with the ability to manage multiple tasks and meet deadlines; Team-oriented attitude with the ability to foster collaboration and alignment across Salesforce and broader organizational departments.
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