Salesforce Business Analyst I

Teladoc Health is a global, whole person care company made up of a diverse community of people dedicated to transforming the healthcare experience. As an employee, you’re empowered to show up every day as your most authentic self and be a part of something bigger – thriving both personally and professionally. Together, let’s empower people everywhere to live their healthiest lives.

• Position Summary
   

  The Salesforce Business Analyst plays a key role in designing, implementing and supporting strategies to improve efficiencies in the Salesforce CRM system and related applications. This person will be part of the Go to Market CRM team that currently supports lead to cash and customer service functionality through the Salesforce Sales platform. This position requires a motivated individual with a strong understanding of business needs.

  As a Salesforce Business Analyst, you will gather business requirements to support the design and maintenance of platform architecture in alignment with business strategy. You will focus on ensuring all viable options are objectively considered and balance business goals with technical architecture and project constraints to meet requirements.

  The ideal candidate will have extensive knowledge of CRM applications, sales support activities such as quoting and contracting and a customer-first attitude to help quickly resolve issues of varying complexity.

  Role and Responsibilities

• Collaborate closely with stakeholders to understand and document their business requirements, information needs, and data sources.

• Support all CRM end user day-to-day needs, from timely issue resolution to reporting and user training.

• Conduct requirements gathering sessions and meetings, prepare presentations, and obtain business meaningful signoffs at various design, development, and roll out project phases.

• Document gaps between current processes vs future state including business use cases and process flows

• Track, mitigate, escalate and remediate issues that arise through the Software Development Lifecycle

• Partner with business process owners and IT management on strategic initiatives

• Produce ad hoc reports to answer business questions quickly and accurately using a variety of data sources and query tools.

• Maintain knowledge of business, technology and platform trends that impact the business environment. Identify new projects or opportunities to help grow business.

• Drive projects forward by managing detailed project plans, timelines, contractual obligations, budget, internal/external communications, and support materials.

• Identify and track project metrics to determine project effectiveness.

• Facilitate business and cultural change.

SKILLS REQUIREMENTS

• 3-4 years of experience with Salesforce Sales and Service Cloud environments. Understand downstream impact of integrated processes from leads through revenue recognition. Salesforce Administrator certification required.

• 3-4 years of related experience in business analysis, project management support or equivalent role

• 3+ years of experience in supporting Sales and Contracting departments, from designing and enhancing existing processes to daily operational support.

• Strong functional knowledge of and experience in quoting and contracting operations, processes and terminology

• 3-4 years of experience facilitating communication and providing support to both business and technology team members in challenging technical, custom and package software implementation projects in cross-functional and global environment.

• Excellent communication skills, both written and oral. Comfortable recommending and presenting solutions to senior managers

• Ability to manage multiple priorities in a diplomatic manner dealing with many large and demanding stakeholders

• Problem-solving and critical thinking skills with attention to detail

• Experience with Excel to perform analysis and manipulation on large sets of data (vlookups, pivot tables, etc.)

• Excellent analytical and problem-solving skills

PREFERRED QUALIFICATIONS

• Experience with CPQ and Contract Management applications or related technologies and processes. Salesforce CPQ and Apttus experience a plus.

• Experience in providing direct support to end users such as issue resolution, reporting, and training a plus.

• Ability to apply CRM architectural principles to business solutions, translating Contracting needs into clear specifications to the development team.

• Experience participating in large, complex transformation projects.

#LI-Remote #LI-Arg  #LI-MM2

Why Join Teladoc Health?

A New Category in Healthcare:  Teladoc Health is transforming the healthcare experience and empowering people everywhere to live healthier lives.  
Our Work Truly Matters: Recognized as the world leader in whole-person virtual care, Teladoc Health uses proprietary health signals and personalized interactions to drive better health outcomes across the full continuum of care, at every stage in a person’s health journey.  
Make an Impact: In more than 175 countries and ranked Best in KLAS for Virtual Care Platforms in 2020, Teladoc Health leverages more than a decade of expertise and data-driven insights to meet the growing virtual care needs of consumers and healthcare professionals.  
Focus on PEOPLE:  Teladoc Health has been recognized as a top employer by numerous media and professional organizations. Talented, passionate individuals make the difference, in this fast-moving, collaborative, and inspiring environment. 
Diversity and Inclusion:  At Teladoc Health we believe that personal and professional diversity is the key to innovation. We hire based solely on your strengths and qualifications, and the way in which those strengths can directly contribute to your success in your new position.  
Growth and Innovation:  We’ve already made healthcare yet remain on the threshold of very big things. Come grow with us and support our mission to make a tangible difference in the lives of our Members.  

As an Equal Opportunity Employer, we never have and never will discriminate against any job candidate or employee due to age, race, religion, color, ethnicity, national origin, gender, gender identity/expression, sexual orientation, membership in an employee organization, medical condition, family history, genetic information, veteran status, marital status, parental status or pregnancy.