Salesforce Business Analyst

Posted 4 Days Ago
Winston-Salem, NC
Mid level
Fintech • Information Technology • Analytics
The Role
The Salesforce Business Analyst gathers requirements and leads implementations of various Salesforce Clouds, translating business problems into solutions. They work with cross-functional teams to document user stories, business processes, and ensure quality implementations. The role also requires the ability to analyze data quality and collaborate with stakeholders throughout project phases.
Summary Generated by Built In

Position Summary:

With general direction from a manger, the Salesforce Business Analyst is responsible for gathering requirements and leading implementations across various Salesforce Clouds, which often include custom development. Our solutions utilize in-depth technical aspects of all areas of the Salesforce platform, and require the highest quality implementations built for scale, efficiency, and great customer experience.

This role works closely with Sales, Legal & Finance business functions, along with other partner groups, to analyze and translate simple-to-complex business problems and needs into solutions, ensure requirements are understood and detailed, and ensure alignments are made with business and stakeholder partners and interact with internal technical resources, such as developers, architect’s, peer business analysts, scrum master’s, and project/program managers to ensure the delivery of key business and technical capabilities.

This role is a key “go-to” person that drives the partnership between internal partners and the Salesforce team to document and develop user stories and business process maps to aid in the design, development and implementation of the Salesforce platform. A strong understanding of Salesforce capabilities, limitations and data architecture is imperative in this role as processes are developed, refined or re-invented with Salesforce technology. This role requires an in-depth understanding of the Salesforce supporting system infrastructure, data and developing within the broader scope of this ecosystem

Primary Accountabilities:

Technical

  • Gather technical requirements and document business processes aligned to Salesforce functionality
  • Elicit requirements using interviews, document analysis, requirements workshops, surveys, site visits, business process descriptions, use cases, scenarios, business analysis, and task and workflow analysis
  • Translate requirements and business process into a business requirements document
  • Write user stories that clearly articulate the overall business requirements
  • Maintain user documentation up to date once release cycles (sprints) have been completed
  • Consult with client stakeholders during key phases of the project (discovery, testing, deployment)
  • Demonstrate ability to work without supervision and own projects from beginning to end with a team of technical staff; lead the agile development process for specific projects
  • Critically evaluate information gathered from multiple sources, reconcile conflicts and decompose high level information into details
  • Drive business demos on new builds working alongside the development team and platform managers
  • Lead testing and sign off for Salesforce projects
  • Communicate effectively with different levels within the organization as well as collaborate with cross-functional business partners and technical teams
  • Develop, maintain and perform processes to continuously monitor data quality and integrity in platform applications

Required Qualifications:

  • Bachelor’s Degree in Business, Business Analytics, or a related field
  • 4-6 years related work experience with a minimum of 2 years working with Salesforce.com; or any equivalent combination of training and experience required to complete the essential functions/job responsibilities of this position
  • Salesforce Administrator Certification
  • Salesforce Business Analyst Certification
  • Some experience with APIs, Apex controllers, Apex Web Services, Apex callout, outbound messaging, and SFDC data loaders
  • Some experience working in a Salesforce environment with CPQ (Salesforce or Apptus)
  • Advanced Excel Skills (Macros, VBA)
  • Familiar with Relational Databases such as Tableau, Alteryx or Demandtools
  • Knowledge of Descriptive Statistics, Predictive Statistics Basics
  • Basic knowledge of SQL and/or SSMS
  • Working knowledge of BI software (Tableau, incorta, Qlik, Oracle, etc.)
  • Intermediate Statistical & Data Analysis skills

Preferred Qualifications:

  • Project Management or Scrum Master certification
  • Salesforce Dev 1 Certification
  • Conga / Docusign or equivalent experience

Individual Competencies:

  • Communication: Giving and receiving messages and information in written, oral, and visual formats in a clear and concise way for a complete understanding of meaning and intent.
  • Problem Solving: Gathers and analyzes information to generate and evaluate potential solutions to problems, issues and challenges while weighing the accuracy and relevance of the facts, data and information.
  • Analytical & Critical Thinking: Ability to tackle a problem by using a logical, systematic, sequential approach.
  • Curious: A desire to inquire and learn, to seek new knowledge and wisdom, and to listen to the contributions of others with a genuine interest to better self, the team, and the organization.
  • Vision & Strategy: Takes a long-term view and builds a shared vision with others while positioning the organization for future success by identifying new opportunities, formulating objectives and priorities, and implementing plans consistent with the long-term interest of the organization in a global environment.
  • Business Acumen: Understands and is aware of how to think about and successfully make the right business decisions through the utilization of industry-specific knowledge and skills and strategic thinking tools and skills.

The physical demands described here are representative of those that must be met by an associate to successfully perform the major job responsibilities (essential functions) of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the major job responsibilities. This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job. Duties responsibilities and activities may change or new ones may be assigned at any time with or without notice.

As an Inmar Associate, you:

  • Put clients first and consistently display a positive attitude and behaviors that demonstrate an awareness and willingness to listen and respond to clients in order to meet their short-term and long-term needs, requirements and exceed their expectations.
  • Treat clients and teammates with courtesy, consideration and tact; you also have the ability to perceive the needs of internal and external clients and communicate effectively with the objective of delighting and retaining the client.
  • Build collaborative relationships and work cooperatively with others, inside and outside the organization, to accomplish objectives, develop and maintain mutually beneficial partnerships, leverage information and achieve results.
  • Set and attain achievable, yet aggressive, goals with a sense of urgency and accountability.
  • Understand that results are important and focus on turning mission into action to achieve results following the principles of Flawless Execution while consistently complying with quality, service and productivity standards to meet deadlines and exceed expectations by giving our clients the best possible outcomes.

We are an Equal Opportunity Employer, including disability/vets.

Top Skills

Apex
Salesforce
SQL
The Company
HQ: Winston-Salem, NC
2,044 Employees
On-site Workplace
Year Founded: 1980

What We Do

We reimagine everyday business challenges through advanced analytics, technology-enabled and market-driven solutions built to solve some of industries’ biggest obstacles to growth. Inmar Intelligence’s customer-centric approach is evident through our success helping companies dynamically engage audiences, build brand loyalty, create efficiencies and drive profitable growth.

We help leading Fortune 500 companies and emerging brands stay relevant and propel growth while providing their consumers with personalized and precision-driven tools to save money, improve health and safety, and more conveniently go about their lives.

For more than 35 years, we have served retailers, manufacturers, healthcare providers, government and employers as their trusted intermediary and helped them redefine innovation.

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