Manage and maintain Salesforce, including user setup, security settings, and data integrity
Develop and configure Salesforce custom objects, workflows, process builders, and validation rules
Implement and manage Salesforce integrations with third-party applications
Monitor system performance, conduct regular audits, and manage updates/releases
Create and maintain Salesforce reports and dashboards to provide actionable insights
Collaborate with internal stakeholders to gather, analyze, and document business requirements
Translate business needs into Salesforce solutions that enhance operational efficiency and client engagement
Identify system inefficiencies and recommend process improvements
Facilitate testing, training, and change management to ensure successful adoption of Salesforce solutions
Provide end-user support and resolve system-related issues in a timely manner
Conduct training sessions to empower team members to maximize Salesforce usage

Bachelor’s degree in Business, Information Systems, or a related field
3+ years of experience in Salesforce Administration and Business Analysis
Salesforce Administrator Certification (ADM-201)
Experience with Salesforce integrations and APIs
Knowledge of legal industry workflows and processes
Proven ability to configure Salesforce features, including custom objects
Strong knowledge of Salesforce reporting, dashboards, and data management best practices
Experience gathering and translating business requirements into technical solutions
Familiarity with tools such as Pardot, Tableau, or other Salesforce-related applications

Salesforce Business Analyst

Key skills