Salesforce Analyst II managing business process enhancements and automation solutions for optimizing productivity and ROI. Collaborating with stakeholders while ensuring data security and participation in Agile ceremonies.
About the role
- Salesforce Administrator providing analytics support and optimizing Salesforce environment. Developing insights through Power BI in a hybrid role.
Responsibilities
- Manage Salesforce configuration including user setup, roles, profiles, permissions, page layouts, record types, workflows, validation rules, and automation tools (Flow, Process Builder).
- Develop and optimize dashboards, reports, custom objects, and fields.
- Work with stakeholders to gather business requirements and translate them into Salesforce solutions.
- Manage system upgrades, releases, and integrations with other business applications.
- Provide ongoing support and training for Salesforce users to increase adoption and efficiency.
- Support yearly and monthly budget / forecast reporting needs for the commercial team, updating systems as required.
- Develop, maintain, and enhance Power BI dashboards that provide insights into sales performance, pipeline health, forecasting, customer segmentation, and KPI tracking.
- Analyze sales data to identify trends, opportunities, and areas for improvement.
- Partner with Sales and Marketing teams to support strategic planning and regional performance reviews.
- Create standardized and ad-hoc reports to support leadership needs.
- Build data models and analytics processes that ensure accuracy, consistency, and scalability.
Requirements
- 2–5 years of experience as a Salesforce Administrator or similar role.
- Salesforce Administrator Certification or equivalent hands-on experience.
- Strong proficiency with Power BI, including data modeling and dashboard development.
- Solid understanding of sales processes (pipeline management, forecasting, account management, lead/opportunity lifecycle).
- Strong analytical mindset with the ability to interpret complex datasets and communicate insights clearly.
- Proficiency in Excel (VLOOKUP/XLOOKUP, pivot tables, formulas).
- Excellent communication and stakeholder management skills.
- Experience with Salesforce Flow (builder) and advanced automation.
- Experience with additional Salesforce tools (Sales Cloud, CPQ, Marketing Cloud, etc.).
- Familiarity with SQL or other data query languages.
- Experience supporting Sales Operations, Revenue Operations, or Customer Experience functions.
- Experience with data governance and system integration.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
Business Analyst optimizing Salesforce - driven business processes for Safe - Guard Products International. Collaborating with stakeholders to enhance Salesforce configurations and automate workflows.
Salesforce Senior Business Analyst responsible for bridging business needs with technical solutions on the Salesforce platform and optimizing workflows. Collaborate with stakeholders and manage product backlog for enhancements.
Project Manager leading Go - to - Market Salesforce initiatives for Glovo, enhancing user adoption and cross - functional collaboration. Hands - on role ensuring successful project execution across 22 countries.
Salesforce Business Analyst focused on analyzing and documenting business needs for Salesforce optimization. Collaborating with teams to implement and improve Salesforce - based solutions.
Salesforce Business Analyst enhancing business processes by analyzing operations and recommending improvements. Collaborating with stakeholders and developing system solutions at McKesson.
Salesforce Admin / Business Analyst optimizing Salesforce solutions across organizations. Collaborating with stakeholders to deliver scalable, high - quality Salesforce functionality in the Boston area.
Senior Salesforce Business Analyst connecting business needs with the Salesforce development team. Leading requirement gathering and ensuring compliance with business objectives in an agile setting.
Business Analyst enhancing Salesforce operations at innovative immigration firm. Collaborating with finance and operational teams to improve user experiences and streamline workflows.
Business Analyst at Ellis Porter improving processes and user experience on Salesforce. Collaborating with legal teams to enhance operations remotely or in - person in Michigan.