Senior Salesforce CRM Analyst for Private Equity Transformations

Elevanta Partners; New York (NY); On-site; USD 120,000 - 160,000; Full time

Job summary

Elevanta Partners is seeking a Senior Salesforce CRM Business Analyst to bridge business needs with technology. You will partner with stakeholders to drive CRM enhancements, data management, and analytics across Salesforce platforms.

The role focuses on understanding sales cycles, pipelines, and CRM data structures, applying analytical insights to optimize processes. Strong SQL and Excel skills, plus excellent communication, are essential.

Qualifications

• 8+ years as a Business Analyst with Salesforce CRM experience.
• Proficient in SQL and Excel; able to manage CRM data and perform data analysis.
• Excellent communication and stakeholder management skills; able to work independently.

Responsibilities

• Conduct business analysis and engage stakeholders to define CRM enhancements.
• Oversee CRM data management and analytics to support decision making.

Skills

Salesforce CRM

Sales cycles & pipelines

CRM data management

SQL

Excel

Communication skills

Stakeholder management

Tools

Python (data analytics)

Data visualization tools

Job description

Elevanta Partners is seeking a Senior Salesforce CRM Business Analyst to bridge business needs with technology. You will partner with stakeholders to drive CRM enhancements, data management, and analytics across Salesforce platforms.

The role focuses on understanding sales cycles, pipelines, and CRM data structures, applying analytical insights to optimize processes. Strong SQL and Excel skills, plus excellent communication, are essential.