Senior Salesforce Business Analyst

Akaasa Technologies; New York (NY); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Akaasa Technologies seeks a Senior Salesforce Business Analyst to lead requirements, optimize processes, and govern Salesforce data in a hybrid New York setup. The role requires 8+ years in Salesforce BA, strong SQL and Excel skills, knowledge of CRM pipelines, and Python for analytics.

You will bridge business users and developers to deliver CRM enhancements. Candidates with financial services domain experience and a proven Trailblazer profile will stand out; independence and clear

Qualifications

• 8+ years of Salesforce BA experience or equivalent
• Verifiable Trailblazer Profile
• Experience in Salesforce CRM implementations and enhancements
• Domain knowledge in financial services is strongly preferred
• Solid understanding of sales processes, pipelines, and funnel management
• Advanced SQL skills for querying and data manipulation
• Expert-level Excel skills (VBA, Lookups, Pivot Tables)
• Hands-on Python experience for data analytics and automation
• Strong verbal and written communication, able to work independently with end-users and stakeholders

Responsibilities

• Partner with business users and leadership to translate sales workflows into Salesforce requirements
• Manage and analyze CRM data integrity to support funnels and pipeline tracking
• Write complex SQL queries and build Excel models to analyze performance and trends
• Leverage Python for data analytics, data hygiene, and automated reporting workflows
• Serve as liaison between business units and developers to deliver CRM enhancements and fixes

Skills

Salesforce CRM

SQL

Excel VBA

Python

Data analytics

CRM data management

Sales processes

Stakeholder communication

Requirements gathering

Data integrity

Job description

Senior Business Analyst Salesforce CRM

Location: New York, New York (Hybrid - 4 days onsite)

Position Overview

We are seeking an experienced Senior Salesforce Business Analyst with 8+ years of expertise to lead requirement gathering, process optimization, and data management for our Salesforce CRM platform. The ideal candidate brings a deep understanding of sales cycles, pipelines, and funnels, combined with robust data analytics capabilities. You will work independently to bridge the gap between business stakeholders and technical execution.

Key Responsibilities

1. Partner directly with business users and leadership to translate sales workflows and business needs into functional Salesforce CRM requirements.
2. Manage, maintain, and analyze CRM data integrity to support sales funnels, pipeline tracking, and operational efficiency.
3. Write complex SQL queries and build advanced Excel models (including VLOOKUPs, XLOOKUPs, and VBA Macros) to analyze performance metrics and operational trends.
4. Leverage Python for data analytics, data hygiene, and automated reporting workflows where applicable.
5. Serve as the primary liaison between business units and system developers, ensuring seamless delivery of system enhancements and fixes.

Qualifications

1. Overall 15+ year of experience.
2. Verifiable Trailblazer Profile
3. Experience: 10 years of dedicated Business Analyst experience focused on Salesforce CRM implementations and enhancements.
4. Domain Knowledge: Proven background in managing CRM data; experience within a financial services firm is strongly preferred.
5. Sales Knowledge: Solid practical understanding of core sales processes, including sales cycles, pipeline stages, and funnel management.
6. Data & Technical Skills:
7. Advanced SQL skills for querying, data manipulation, and extraction.
8. Expert-level Excel skills (VBA Macros, Lookups, Pivot Tables).
9. Hands-on exposure to Python for data analytics and automation is a strong plus.
10. Soft Skills: Excellent verbal and written communication skills with a proven track record of working independently alongside end-users and business stakeholders.