Salesforce Analyst

2 days ago

San Francisco, CA, United States Omni Inclusive Full time
Experience Requirements:
  • 5 + years of experience as a Business Analyst (BA) with good experience in admin role, for leading enterprise-scale CRM, PRM projects.
  • Around 2 Years of experience/ exposure in SDLC project management and analysis including scoping / timeline management, documenting use cases, process flows/swim lane diagrams, requirements, user acceptance testing, change management, etc.
  • Should have Working knowledge of process documentation & project management software.
Qualifications:
  • BS or equivalent degree in Business management, Computer Science, Engineering or related discipline required.
  • Salesforce Administrator Certification (required)
  • Salesforce Marketing Cloud Consultant (required)
Skills Requirements:
  • Strong knowledge of Consumer, Retail, Enterprise channel & End customer sales. Experience in Sales operations, partner management & enablement preferred.
  • Experience with tools such as Jira, Confluence, and Microsoft Office Suite.
  • Deep understanding of Salesforce Platform functionality and best practices, with emphasis in Sales Cloud & Marketing Cloud
  • Strong experience in implementation; ability to determine whether requirements are configuration, customization, and/or integrations with external systems.
  • Hands-on experience on configuration of platform features including user management, profiles, permission sets, role hierarchy, org-wide defaults, sharing rules, territories, custom objects, new page layouts, custom fields, formula fields, validations, workflows rules, email templates, process builder, flows, lightning pages, managed packages, etc.
  • Experience with the Salesforce AppExchange and a deep understanding of both this ecosystem as well as native Salesforce capabilities.
  • Experience with Agile / Scrum delivery models.
  • Prior experience in SDLC project management and analysis including scoping / timeline management, documenting use cases, process flows/swim lane diagrams, requirements, user acceptance testing, change management, etc.
  • Working knowledge of process documentation & project management software.
  • Experience working with large-scale, complex datasets and using salesforce data tools.
  • Ability to design and implement dashboards on Einstein Analytics/ Tableau CRM preferred and reports to deliver business insight
  • Keen understanding of system security and controls
Key Responsibilities:
  • Work closely with the Business teams as functional experts in key channel sales / end-user sales / merchandising / digital and physical retail processes and related solutions needs.
  • Establish credibility as trusted advisors to understand business requirements and quickly providing options for consideration.
  • Propose solutions beyond what has been requested by business partners. Work on opportunities to build for scale by designing holistically, with a focus on flexibility and maintainability.
  • Set up success criteria for initiatives that are clearly measurable and achievable through the scope of deliverables.
  • Adopt a standardized development lifecycle methodology for all projects- from mobilization to scoping, requirements, use case documentation, design, business readiness, testing and implementation.
  • Support key business processes promoting application, data integrity, governance, and compliance.
  • Manage the Salesforce application and involve to define, design and configure enhancements to Salesforce platform that provide significant ROI by bridging the gap between out-of-the-box Salesforce functionalities and business processes.
  • Design and implement reports, dashboards and alerts that support the business processes and deliver business insight.
  • Manage User Acceptance Testing with end users, including writing scripts and securing user acceptance sign offs.
  • Analyze current business processes and identify opportunities for optimization through Salesforce.

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