Full-Time Salesforce Business Analyst

About the Role

The Salesforce Business Analyst serves as a critical liaison between the Go-to-Market (GTM) departments and the Information Systems (IS) team. This role is responsible for analyzing sales processes, identifying business needs, and translating those needs into technical requirements for IS solutions. The Salesforce Business Analyst will play a key role in optimizing GTM operations through technology, improving data quality, and enhancing reporting capabilities to drive system architecture efficiency, performance and strategic decision-making.

What You'll Do

• Collaborate with Go-to-Market (GTM) stakeholders to understand their current processes, pain points, and future needs
• Elicit, document, and prioritize detailed business requirements for new or enhanced sales-related systems and applications (e.g., CRM, sales enablement tools, reporting platforms)
• Conduct in-depth analysis of data mapping, SasS software trends, and performance metrics to identify opportunities for improvement and system enhancements
• Develop use cases, user stories, process flows, and other documentation to clearly articulate requirements to the Information Systems team
• Work closely with IS team members, business team stakeholders, and project managers to design and recommend technical solutions that align with the GTM business objectives and IS architectural standards
• Participate in the evaluation and selection of new SaaS technologies and vendors
• Support the configuration, testing, and deployment of GTM-related systems, ensuring solutions meet business requirements and are user-friendly
• Act as a subject matter expert for information systems during all phases of the project lifecycle
• Ensure the integrity and accuracy of Salesforce data within various systems
• Develop and maintain dashboards, reports, and analytics to provide actionable insights to the leadership team
• Develop and deliver training materials and sessions for end users on new systems and functionalities
• Continuously seek opportunities to optimize processes through technology and automation
• Propose and implement solutions that streamline workflows, improve efficiency, and enhance the overall CRM experience
• Stay abreast of industry best practices and emerging technologies in GTM operations and business analysis

What We're Looking For

• Experience as a Business Analyst, preferably with a focus on Salesforce/Hubspot, or related CRM business functions
• Demonstrated experience working within an Information Systems or IT department
• Strong understanding of sales and GTM processes and methodologies (ABX ideal)
• Experience with CRM platforms (e.g., Salesforce, CPQ, HubSpot) is highly desirable
• Experience with reporting tools and data analysis (Tableau, Doumo, Looker)
• Excellent analytical and problem-solving skills with a strong attention to detail
• Exceptional communication (written and verbal) and interpersonal skills, with the ability to effectively communicate technical concepts to non-technical stakeholders and business needs to technical teams
• Strong requirements gathering and documentation skills
• Ability to work independently and as part of a team in a fast-paced environment
• Ability to manage multiple priorities and deadlines effectively
• Experience experimenting with AI tools in your personal or professional life - or an eagerness to learn!

We'd Be Delighted If You Also Have

• Certifications in Business Analysis (e.g., CBAP, CCBA) or project management (e.g., PMP, CSM)
• Proficiency in project management methodologies (e.g., Agile, Waterfall)
• Experience with sales compensation systems or sales forecasting tools
• Knowledge of SQL or other database querying languages
• Experience with Zoominfo, 6sense, Marketo, Sales Navigator, etc

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