About the Role
We are seeking a highly skilled Salesforce Business Analyst to join our Business Systems team. As a key member of our team, you will play a pivotal role in assisting to manage our instance of Salesforce and acting as the SME for all connected apps.
Your responsibilities will include intake & triage of new request tickets, administering and configuring these systems to ensure stability, supporting data integrity, and ensuring systems are setup to support efficient operation of various organizational functions.
Key Responsibilities
* Handle various SFDC-related requests with varying levels of urgency across the business
* Work closely with a salesforce architect and key business stakeholders to identify business requirements and translate them into Salesforce Solutions while leveraging best practices.
* Take an active part in technical Salesforce projects through Discovery, Solution Design, Implementation and Support.
* Collaborate across all levels of the organization in identifying and prioritizing operational improvements to address the company's evolving needs.
* Collaborate with our Salesforce Administration Team to help shape the vision for the internal and external use of Salesforce. Work to identify opportunities to develop new and better solutions.
* Drive Salesforce adoption across the organization to ensure maximized use of the platform to drive business growth.
* Help create a basic Salesforce training program for new users and update existing documentation.
Additional Responsibilities
* Administer and configure the Certinia PSA system to meet business requirements and best practices.
* Manage user access, security settings, roles, and profiles within the Certinia PSA System.
* Identify opportunities for process improvement and automation within the Certinia PSA system to streamline workflows and increase productivity.
* Provide ongoing support, troubleshooting, and resolution of user issues related to the Certinia PSA system.
* Perform regular system updates, patches, and upgrades to keep the Certinia PSA system current, secure, and scalable.
Requirements
* 4+ years of hands-on Salesforce Administration experience.
* Salesforce Admin Certification.
* Ability to manage Users, Roles, Profiles, Standard & Custom Objects, Record Types, Page Layouts, Fields.
* Ability to create and manage Validation Rules.
* Experience in building and maintaining Salesforce Flows.
* Experience with Data Management and cleansing, including data loader and other data tools such as ZoomInfo, Salesloft, Ringlead or Five 9.
* Experience working in Sandbox environments and utilizing Change Sets.
* Hands on experience with a CPQ platforms (Salesforce CPQ / Revenue Cloud, DealHub, or similar).
* Ability to perform internal system audits and prepare for application upgrades & system enhancements.
Preferred Qualifications
* Experience with Data Visualization tools (Power BI, Qlik Sense, Tableau) desired, but not required.
* Hands on experience with Certinia PSA is desired, but not required