Senior Salesforce Business Analyst

Margoconsulting; Warszawa; On-site; PLN 70,000 - 90,000; Full time

Job summary

Margoconsulting in Warsaw is seeking a Functional Super-Administrator for their Salesforce platform, focused on Energy Management and Trading. You will bridge complex business requirements with technical execution, ensuring effective support for strategic operations.

This unique position demands expertise in Salesforce, risk-oriented mindset, and analytical skills. You will tackle business challenges through hands-on configuration and implementing compliance logic.

Qualifications

• Proven experience as a Salesforce Business Analyst or Senior Administrator.
• Ability to understand and document intricate business rules and translate them into technical logic.
• Familiarity with KYC, compliance, or financial risk processes.

Responsibilities

• Translate non-standard business processes into robust Salesforce solutions.
• Hands-on configuration of business rules and automations.
• Implement and manage workflows triggered by risk or compliance levels.
• Act as a consultant, analyzing and challenging requirements.
• Provide expert-level functional support for Energy Management business units.

Skills

Salesforce Expertise

Analytical Rigor

Risk-Oriented Mindset

Communication & Influence

Technical Curiosity

Job description

Role Overview

Forget the traditional "Sales CRM" mindset. In this role, you will join a specialized team managing a dedicated Salesforce instance focused on Energy Management and Trading. Unlike standard sales-driven environments, this platform is a mission-critical tool for high-stakes business workflows, where the focus shifts from high-volume lead management to high-value risk, compliance, and governance.

As a member of a 5-person expert team, you will act as a Functional Super-Administrator. You will be the bridge between complex business requirements and technical execution, ensuring that Salesforce effectively supports the strategic operations of our Energy Trading unit.

Key Responsibilities

• Business Process Translation: Translate non-standard business processes—such as counterparty onboarding, KYC (Know Your Customer), and rating assessments—into robust Salesforce solutions.

• Functional Configuration: Hands-on configuration of business rules, advanced automations (Flows), and custom screens to guide users through complex workflows.

• Risk & Compliance Logic: Implement and manage conditional workflows triggered by specific risk or compliance levels, ensuring the system acts as a safeguard for the business.

• Requirements Challenging: Act as a consultant to the business; analyze and challenge requirements to ensure they are consistent, secure, and aligned with regulatory constraints.

• Strategic Support: Provide expert-level functional support and act as the go-to Salesforce authority for the Energy Management business units.

The Challenges We Solve

• Niche Environment: Managing interactions with major market players where the volume is low, but the complexity and financial risks are significant.

• Repurposed Platform: Using Salesforce not for sales, but as a specialized engine for regulatory governance and operational workflows.

• High Impact: Working at the intersection of Risk, Information Systems, and Energy Trading, where system integrity is paramount.

Candidate Profile

• Salesforce Expertise: Proven experience as a Salesforce Business Analyst or Senior Administrator. Experience with complex, non-standard implementations is highly valued.

• Analytical Rigor: Ability to understand and document intricate business rules and translate them into technical logic.

• Risk-Oriented Mindset: Familiarity with KYC, compliance, or financial risk processes is a significant advantage.

• Communication & Influence: Excellent stakeholders management skills; ability to navigate a structured, demanding environment and influence business decisions.

• Technical Curiosity: A BA who enjoys "getting under the hood"—comfortable with functional configuration and occasionally building specific UI components.

Why Join This Team?

This is a unique opportunity to move beyond "classic" use cases. You will work on high-value-added topics in a complex and demanding environment. You will have a cross-functional perspective, close ties with strategic business units, and a direct impact on the critical processes of a global group.