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.