Sales Intelligence Systems Analyst (Salesforce)

PowerToFly; New York (NY); Hybrid; USD 96,000 - 128,000; Full time

Job summary

Medidata in New York City seeks a Sales Intelligence/Business Analyst to gather requirements, design declarative Salesforce solutions, and own KPI definitions. You will collaborate with data engineers to implement logic across fields, models, and dashboards, while delivering clear documentation and training for users.

You will work in a hybrid role, interfacing with stakeholders and developers, and contributing to CRM analytics and data model initiatives. A Salesforce Admin cert is required.

Qualifications

• 2-4 years of experience in business analysis, Salesforce administration, or revenue/sales operations.
• Proficient in declarative Salesforce development: validation rules, Flow, page layouts, reports and dashboards.
• Strong documentation habits: process maps, user stories, decision logs.
• Salesforce Administrator certification is required.
• Experience with CRM Analytics is desirable.

Responsibilities

• Work with stakeholders and end users to gather, define, and document business requirements.
• Develop user stories and process flows to support the design of Salesforce and AI-driven solutions.
• Own KPI and business logic definitions for Sales Intelligence initiatives, partnering with data engineering to translate that logic into fields, models, and rules.
• Build and maintain the declarative Salesforce work tied to your own requirements: validation rules, straightforward flows, page layouts, and native reports and dashboards.
• Identify and document process pain points and gaps against best practice.
• Support field and picklist governance: audit existing Opportunity fields, recommend deprecation, and help design new fields for pipeline stages and health scoring.
• Partner with the platform team on heavier build work when a requirement exceeds declarative scope.
• Demonstrate a strong understanding of Salesforce's capabilities and limitations, and communicate them clearly to non-technical stakeholders.
• Contribute requirements and process documentation to the CRM Audit and Data Model workstream.
• Document processes and provide training for end users and team members.
• Manage prioritization conversations with stakeholders to protect scope and delivery timelines.

Skills

Salesforce administration

Requirements gathering

Stakeholder management

Declarative Salesforce development

CRM Analytics

Apex/LWC collaboration

Education

Salesforce Administrator certification

Tools

Salesforce

Job description

Medidata in New York City seeks a Sales Intelligence/Business Analyst to gather requirements, design declarative Salesforce solutions, and own KPI definitions. You will collaborate with data engineers to implement logic across fields, models, and dashboards, while delivering clear documentation and training for users.

You will work in a hybrid role, interfacing with stakeholders and developers, and contributing to CRM analytics and data model initiatives. A Salesforce Admin cert is required.