Sr. Salesforce Business Analyst
hace 1 mes
**Key Responsibilities**:
- Serve as the Sr. Salesforce Business Analyst for the Salesforce environment for 250+ sales users.
- Assist in training new users and grow the Salesforce skill set across the organization.
- Complete regular internal system audits and prepare for upgrades.
- Manage Salesforce data feeds and integrations.
- Oversee the importation of new leads and contacts from Marketing.
- Manage license allocation for Sales Productivity tools.
- Plan, lead, and conduct meetings with business partners to gather requirements.
- Conduct meetings to generate new ideas with the development group.
- Work towards training and gathering requirements for a management plan.
- Create data flow diagrams and various process flow diagrams.
- Work with Sales Enablement to design and create necessary training material.
- Outline the organization’s hierarchy and create profiles, assign roles, and access accordingly in Salesforce.
- Design custom dashboards as per user needs.
- Develop standard operating procedures for data entry and maintenance.
- Support de-duplication efforts in conjunction with data governance teams.
- Establish suitable processes to support administrative, development, and change management activities.
- Work independently with members of the user community to evaluate, define, scope, and document development requirements.
Required Experience
- Experience in utilizing Salesforce, creating dashboards, reports, etc., or comparative CRM products.
- Hands-on experience in designing Salesforce or comparable CRM products.
- Proven capacity utilizing analytical and critical thinking skills in a fast-paced environment.
- Detail-oriented individual with the ability to quickly understand new clients, their business needs, and advancements.
- Strong communication skills (verbal and nonverbal) and interpersonal skills.
- Ability to juggle and organize various tasks within a collaborative team environment.
- Demonstrates adaptability and readiness to take necessary steps to get the job done.
- A zeal to learn both technical and practical skill sets.
- Proficient in Microsoft Word, Excel, PowerPoint, Project, and Visio.
- Bachelor's Degree.
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