Salesforce Business Analyst: CRM & Sales Process

Insight Global; Fairlawn (OH); On-site; USD 70,000 - 100,000; Full time

Job summary

Insight Global in the Akron area is seeking a seasoned Business Analyst to lead the design, implementation, and adoption of a standardized sales process across the organization. You will partner with sales leadership, marketing, compliance, operations, and technology to maximize Salesforce as the system of record.

The ideal candidate combines strong business analysis with Salesforce expertise, documenting current-state processes, defining future-state workflows, gathering requirements, and

Qualifications

• 5+ years of Business Analyst or Business Systems Analyst experience.
• 3+ years supporting CRM initiatives.
• Experience gathering, documenting, and managing business requirements.
• Strong understanding of lead management, sales pipeline processes, and CRM best practices.
• Experience creating process maps, workflow documentation, and business requirements documentation.
• Excellent communication, facilitation, and stakeholder management skills.
• Experience working with cross-functional teams.

Responsibilities

• Define and document current and future-state workflows, ensuring prospective client activity progresses through a standardized lifecycle from Lead to Opportunity and beyond.
• Partner with business leaders to create scalable, repeatable sales processes aligned with organizational goals.
• Identify process gaps and recommend improvements to increase adoption, visibility, reporting accuracy, and efficiency.
• Conduct stakeholder interviews, workshops, and discovery sessions to gather business requirements.
• Translate business needs into functional requirements, user stories, process maps, and acceptance criteria.
• Document current and future-state workflows and business processes.
• Collaborate with technical teams to ensure solutions align with business objectives.
• Translate standardized sales methodologies into measurable dashboard requirements and user stories.
• Define key performance indicators, including process compliance and sales pipeline effectiveness metrics.
• Develop functional requirements for CRM tracking, reporting, and monitoring capabilities.
• Support data quality initiatives and improve reporting accuracy across the business.
• Create and execute test plans and support user acceptance testing (UAT).
• Validate system enhancements and process updates prior to deployment.
• Assist with release planning, implementation activities, and post-launch support.

Skills

Stakeholder management

Communication

Cross-functional collaboration

Business process modeling

Requirements gathering

Education

Bachelor's degree

Tools

Salesforce

Job description

Insight Global in the Akron area is seeking a seasoned Business Analyst to lead the design, implementation, and adoption of a standardized sales process across the organization. You will partner with sales leadership, marketing, compliance, operations, and technology to maximize Salesforce as the system of record.

The ideal candidate combines strong business analysis with Salesforce expertise, documenting current-state processes, defining future-state workflows, gathering requirements, and