Salesforce Business Analyst

1 week ago


Portsmouth, United States Loftware Full time

A career at Loftware is more than just a job – it’s an opportunity to help shape the supply chain of the future.


About the Role:

We seek a Salesforce Business Analyst to join our Business Systems team who will play a pivotal role in assisting to manage our instance of Salesforce and acting as the SME for all connected apps. You will be working with a team to manage the inbound issues and ongoing build of the Loftware Salesforce instance and associated systems.

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.


Responsibilities:


Salesforce:

  • Handle various SFDC-related requests with varying level 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.


Certinia PSA:

  • 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.


DealHub CPQ:

  • Administer and configure the DealHub CPQ platform to align with business requirements, pricing strategies, and sales processes.
  • Manage user access, security settings, roles, and permissions within the CPQ system.
  • Customize workflows, approval processes, and document templates to automate quoting working with Sales Stakeholders.
  • Collaborate with product management and pricing teams to ensure accurate and up-to-date product and pricing information in the CPQ platform.
  • Conduct user training sessions and provide ongoing support to sales teams, channel partners, and stakeholders on CPQ system usage and best practices.
  • Serve as the primary point of contact for CPQ-related inquiries, troubleshooting, and issue resolution.


Other connected Systems:

  • Administer and configure other systems to ensure alignment with business requirements.
  • Intake, triage, and execute support cases which require Business Systems support.
  • Manage user access, security settings, roles, and profiles within systems.
  • Identify opportunities for process improvement and automation within the systems to streamline workflows and increase productivity.
  • Perform regular system updates, patches, and upgrades to keep the systems current, secure, and scalable.
  • Constantly evaluate our Business Systems infrastructure / architecture and make suggestions for improvements.


Preferred Qualifications:

  • 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.


Nice-to-Have:

  • 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


Why join us?

  • Working for the undisputed global leader in a business-critical industry offers unparalleled possibilities.
  • Our team is made up of the most talented, curious, and inspiring people in their fields, each bringing something unique to the table.
  • We use the power of the global team.
  • We set you up for success. We offer comprehensive training to all employees and place an emphasis on employee development



We win with inclusion

At Loftware, inclusion, diversity, and belonging are paramount to our success and our culture. We are an equal opportunities employer. This means we are committed to recruiting qualified applicants regardless of race, color, religion, age, sex, gender, national origin, disability, or protected veteran status. We believe we are made stronger by the unique capabilities and qualities that each person brings to our company, and we invest in our employees to inspire confidence and help everyone realize their full potential.


About us:

We make the Supply Chain work

At Loftware, our end-to-end cloud-based labeling platform helps businesses of all sizes manage labeling across their operations and supply chain and our solutions are used to print over 51 billion labels every year. With over 500 industry experts and 1,000 global partners, Loftware maintains a global presence with offices in the US, UK, Germany, Slovenia, China, and Singapore making us a trusted partner for companies in automotive, chemicals, clinical trials, consumer products, electronics, food & beverage, manufacturing, medical device, pharmaceuticals, retail/apparel, and more.

More about us:



#Makeyourmark with Loftware and apply today



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