Salesforce Functional Process Analyst

Trimble; United States; Remote; USD 75,000 - 95,000; Full time

Job summary

A leading company is seeking a Business Process Analyst to join their Digital Transformation Office. The ideal candidate will translate customer feedback into functional capabilities and solutions, driving continuous improvement on the Salesforce platform. Responsibilities include gathering business requirements, collaborating with teams, and ensuring effective user adoption. Strong communication and problem-solving skills are essential, along with experience in Salesforce implementation and related IT systems.

Qualifications

• 5-8 years of experience in Salesforce implementation and similar IT systems.
• Strong understanding of system integration and ETL tools.

Responsibilities

• Gather and document business requirements, define scope, and perform map/gap analysis.
• Drive user adoption of Salesforce by supporting and training users.
• Collaborate with business and technical teams to define and design proposed solutions.

Skills

Communication

Problem Solving

Analytical Skills

Teamwork

Education

Bachelor’s Degree in management, computer science, or engineering

Tools

Salesforce

Jira

Job description

As a Business Process Analyst in the Digital Transformation Office, the successful candidate will be enthusiastic about the opportunity to disrupt the industry and transform the business. The Business Process Analyst represents the interests of both internal and external customers. The ideal candidate will possess key skills in eliciting and translating customer feedback into functional capabilities and solutions that align with the overall strategy. They will help translate the business strategy into operational process design and will be decisive in making and communicating informed decisions.

Additionally, the successful candidate will have strong written and verbal communication skills and be comfortable presenting in front of large groups. They must quickly learn new software and technologies and possess excellent organizational, problem-solving, and troubleshooting skills. Experience in teaching or training other users and the ability to translate technical content to non-technical users is essential. Finally, a good Business Process Analyst is an open-minded, inquisitive individual who enjoys working in a team but can also work independently in a self-directed environment.

Key Responsibilities:

1. Gather and document business requirements, define scope, and perform map/gap analysis.
2. Serve as a conduit between business strategy/workstreams and technical/delivery teams, aligning business and development efforts.
3. Understand user needs and drive continuous improvement and efficient use of the Salesforce platform.
4. Collaborate with business and technical teams to define and design proposed solutions that meet requirements and adhere to platform and application design guidelines, strategies, and industry best practices.
5. Drive user adoption of Salesforce by supporting and training users.
6. Develop test plans and cases, conduct system integration testing, and perform user acceptance testing (UAT) to validate system functionality and performance.
7. Collaborate with business users, process owners, cross-functional teams, IT resources, sector leads, and leadership to deliver solutions.
8. Track, monitor, and report project status using Jira software.
9. Set the structure and user story framework (epics, features, high-level stories), and provide user story acceptance criteria.
10. Identify impacts on downstream processes such as invoicing, provisioning systems, and revenue recognition.
11. Drive the breakdown of large solution requirements into an executable backlog.
12. Work closely with the delivery team to design and release new product features and capabilities as a member of the agile delivery team.
13. Support and generate release materials as necessary.
14. Participate in industry trade associations, technical working groups, seminars, and other relevant events.

Required Qualifications:

1. 5-8 years of experience in Salesforce implementation and similar IT systems.
2. Comprehensive understanding of Salesforce's core functionalities, such as lead management, account management, opportunity stages, and the quoting process, with a strong emphasis on Salesforce's capabilities.
3. Familiarity with industry sales processes, including contract management, pricing, discounts, approval structures, bundling, quoting, order management, billing, and provisioning, both in a general sense and within the Salesforce framework.
4. Understanding of Salesforce features and customization capabilities is preferable.
5. Strong analytical skills to understand complex business processes and data.
6. Ability to manage project timelines, identify risks, and effectively report project status.
7. Excellent communication skills to articulate and convey information to business leaders and key stakeholders.
8. Problem-solving skills to identify issues and develop creative solutions.
9. Ability to learn new features and capabilities of the Salesforce platform and stay updated.
10. Understanding of relational databases, LAO, CPQ, Billing, CLM, ERP, and product business rules and systems.
11. Strong understanding of system integration and ETL tools.
12. In-depth knowledge of the Billing process.
13. Subject Matter Expert (SME) on SDLC principles, SOX Compliance, IT General controls, and IT Application controls (for Quote to Revenue process).

Preferred Skills:

1. Bachelor’s Degree in management, computer science, or engineering.
2. Excellent communication skills.
3. Experience or good understanding of agile methodology.