Sales Operations Business Analyst

Role Overview

• Requirement Gathering: Collaborate with Sales stakeholders to gather and analyze business requirements, ensuring that solutions align with business objectives.
• Sales Tools:
• Manage the sales technology stack (lead routing, data enrichment, email sequencing, dialers, call recording, video capture, note management, etc.) on a day-to-day basis and develop and execute the overall strategy, identifying technology gaps, evaluating vendors and optimizing every tool for maximum sales productivity.
• Ensure sales teams have the necessary tools and technologies to perform day-to-day processes effectively.
• Automate tool processes to deliver timely information to various stakeholders and ensure data accuracy.
• Salesforce Configuration: Work closely with Salesforce team and administrators to design and implement Salesforce solutions, including configuration, customization, and automation of workflows.
• Stay updated on Salesforce releases, best practices, and emerging technologies to recommend and implement improvements.
• Process Improvement: Identify opportunities to enhance business processes and integrations within our tools.
• Analyze current business processes and workflows, identifying areas for improvement and optimization.
• Contribute to the development of Salesforce governance and best practices within the organization
• Reports and Dashboards: Design, develop, and maintain Salesforce reports and dashboards to provide actionable insights and support data-driven decision-making.
• Project Management: Manage end-to-end projects, from initial scoping and requirements gathering to execution, testing, and deployment. Ensure that projects are delivered on time, within scope, and within budget.
• Testing and Validation: Conduct system testing, user acceptance testing (UAT), and coordinate with end users to validate that the solutions meet the business requirements.
• Documentation: Create and maintain detailed documentation, including operational and data process flows, requirements, test cases, and user guides.
• Training and Support: Provide training and support to end users, ensuring they understand how to effectively use tools and features.
• Other: Perform other related duties as assigned

Requirements

• Experience: Minimum of two years of experience as a Business Analyst, with a strong focus on Salesforce.
• Tool Expertise: Proficient in Salesforce configuration, particularly in designing and managing reports, dashboards, and flows. Experience with one or more of the following or similar tools: LeanData, Gong, Salesloft, Zoominfo, Outreach, etc.
• Project Management: Demonstrated experience in managing projects, with strong organizational, communication, and leadership skills. Familiarity with project management methodologies (e.g., Agile, Waterfall) is a plus.
• Technical Skills: Proficiency in tools such as Excel/Google Sheets, PowerPoint, and project management software (e.g., Jira or Asana preferred).
• Education: Bachelor's degree in Business, Information Technology, or a related field.

Preferred Qualifications:

• Salesforce Certification: Salesforce Business Analyst Certification is preferred.
• Analytical Skills: Strong analytical and problem-solving skills, with the ability to translate complex business requirements into technical solutions.
• Communication: Excellent written and verbal communication skills, with the ability to interact effectively with both technical and non-technical stakeholders.
• Additional Certifications: Salesforce Administrator, Salesforce Advanced Administrator, or other relevant certifications.
• Cross-functional Collaboration: Proven ability to collaborate effectively with cross-functional teams, including sales, finance, business intelligence, and operations.
• Interpersonal Skills: Strong interpersonal skills and a collaborative attitude to foster a positive team environment.
• Detail Oriented: Exceptional attention to detail when creating and maintaining sales-related policies and documentation.
• Problem Solving: Strong problem-solving abilities and a proactive mindset to identify areas for improvement and implement strategic solutions.

Benefits

• Flexible work environment
• Vacation Bonus
• Flexible paid time off
• Paid parental leave
• Competitive pay
• A full suite of traditional benefits
• Training/Advancement opportunities
• 401k with company match and immediate vesting
• Financial wellness education
• Company-contributed HSA
• Onsite perks include gym, pickleball, snacks & drinks, arcade, theater room, etc.