Salesforce Business Analyst - Sales Cloud

Daikin Comfort; Waller (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Opportunity for growth

Job summary

Daikin Comfort in Waller, Texas is looking for a Salesforce Business Analyst to support Sales Cloud and Slack. You will optimize CRM functionalities, manage data governance, and collaborate with stakeholders to drive business objectives.

The ideal candidate has over 10 years of experience in CRM tools, a bachelor's degree, and Salesforce Sales Cloud certification. This role involves user acceptance testing, analytics, and process improvement in a hybrid work environment.

Qualifications

• 10+ years experience with Salesforce or another CRM tool.
• Ability to synthesize large amounts of data and find creative solutions.
• Expert understanding of databases for marketing communications.

Responsibilities

• Support all aspects of Sales Cloud and Slack administration.
• Collaborate with business stakeholders to prioritize requirements.
• Manage data governance to maintain data integrity.
• Lead optimization of business processes using analytics.
• Facilitate user acceptance testing prior to production release.
• Provide expert support for user issues and technical challenges.

Skills

Expert SQL knowledge

Vast knowledge of Tableau

Expert knowledge of Microsoft Excel

Strong communication skills

Education

Bachelor’s degree in business, Economics, Information Technology, or related field

Salesforce Sales Cloud certification

Masters degree in related field

Tools

Salesforce

Jira

Analytics tools

Job description

Overview

The Salesforce Business Analyst for Sales Cloud with Slack is instrumental in supporting the strategic direction and governance of Sales Cloud and Slack. With a comprehensive understanding of data management and process optimization, the Analyst supports the implementation of advanced CRM functionalities. Through collaboration with business stakeholders, this role fosters experience-centered design with data-driven decision-making and aligns CRM activities with business objectives.

Responsibilities

• Product Administration: Support all aspects of Sales Cloud and Slack administration, including feature management, data governance, and product optimization.
• Requirements Gathering: Collaborate with business stakeholders and SMEs to elicit, document, and prioritize requirements.
• Story Development: Responsible for accurate, robust documentation of user requirements and acceptance criteria in Jira user stories that facilitate strong solution development.
• Data Management: Manage data governance within frameworks and protocols to maintain the highest levels of data integrity and security. Conduct regular audits and assessments to identify and mitigate data quality issues and risks proactively.
• Process Improvement: Lead cross-functional teams in re-engineering and optimizing end-to-end business processes, leveraging advanced workflow automation and analytics capabilities within Sales Cloud and Slack.
• User Acceptance Testing Management: Owns planning, setup and facilitation of all user acceptance testing prior to production release, including test script development and issue resolution.
• Agile Methodology: Proficient with Agile and able to adapt agile methodologies into a hybrid product lifecycle development process.
• Troubleshooting and Support: Serve as the first level of support for user issues and technical challenges, providing expert-level support and guidance to users, partners and stakeholders. Drive root cause analysis and resolution for complex technical issues.
• Training: Provide input to training and communications content for organizational change management and support training sessions/resources for end-users to ensure they can become proficient with and can utilize its full capabilities.
• Platform Updates: Serve as a subject matter expert on Sales Cloud and Slack architecture and ecosystem, providing strategic guidance and recommendations on platform upgrades, migrations, and new feature adoption. Lead change management efforts to ensure seamless adoption and integration of new functionalities across the organization.
• Integration Support: Support scalable and extensible integration solutions to connect Sales Cloud with a diverse ecosystem of internal and external systems, applications, and data sources.
• Support enterprise architects and solution architects to design and implement enterprise-wide integration strategies aligned with long-term business objectives.

Nature & Scope

• Applies advanced knowledge of job area typically obtained through advanced education and work experience
• Manages projects and processes while working independently and with limited supervision
• Coaches and reviews the work of lower-level professionals
• Problems faced are difficult and sometimes complex; takes a new perspective on existing solution

Knowledge & Skills

• Expert SQL knowledge required
• Vast knowledge of Tableau and other analytics tools required
• Ability to synthesize large amounts of data and find creative solutions when faced with limitations
• Expert knowledge of Microsoft Excel
• Expert understanding of databases, particularly using a database for marketing communications
• Strong communication skills, both verbal and written
• Capable of successfully collaborating across teams and geographies

Experience

• 10+ years experience with Salesforce or another CRM tool

Education / Certification

• Bachelor’s degree in business, Economics, Information Technology, or related field.
• Salesforce Sales Cloud certification required.
• Masters degree in related field required

Additional Information

People Management: No

Physical Requirements / Work Environment: Must be able to perform essential responsibilities with or without reasonable accommodations.

• Ability to work collaboratively in a team environment.
• May require occasional overtime during peak campaign periods

Reports To: Manager, CRM

The Company provides equal employment opportunity to all employees and applicants regardless of a person’s race, color, religion (including religious dress or grooming practices), creed, national origin (including language use restrictions), citizenship, uniform service member or veteran status, ancestry, disability, physical or mental disability (including HIV/AIDS), medical condition (including cancer and genetic characteristics), genetic information, request for protected leave, marital status, sex, pregnancy, age (over 40), sexual orientation, gender, gender identity or expression, political affiliation, or any other characteristic protected by law. The Company will comply with all federal and state regulations and statutes pertaining to individuals with disabilities.