Senior Salesforce CRM Business Analyst

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

Our client is a leading global IT services and digital transformation firm, delivering innovative technology solutions to enterprise clients across industries. With a strong focus on data, cloud, and digital platforms, they partner with organizations to drive business growth and operational excellence.

This opportunity is with the organization’s team supporting a prominent private equity client based in New York, focused on enhancing and optimizing their Salesforce CRM ecosystem.

Role Overview

We are seeking a Senior Salesforce CRM Business Analyst with strong experience in Salesforce CRM platforms and sales process optimization. This role will play a key part in bridging business needs with technology solutions, working closely with stakeholders to drive CRM enhancements, data management, and analytics initiatives.

The ideal candidate will have a deep understanding of sales cycles, pipelines, and CRM data structures, along with strong analytical and communication skills.

Key Responsibilities

• Business Analysis & Stakeholder Engagement


• CRM Data Management & Analytics

Required Qualifications

• 8+ years of experience as a Business Analyst working with Salesforce CRM


• Strong understanding of sales cycles, pipelines, and sales funnel management


• Experience managing and analyzing CRM data, preferably within financial services


• Strong hands‑on experience with SQL and Excel (lookups, pivot tables, macros)


• Excellent communication and stakeholder management skills


• Ability to work independently and drive discussions with business users

Preferred Qualifications

• Experience in financial services, asset management, or private equity domains


• Exposure to Python for data analytics


• Familiarity with data visualization and reporting tools


• Experience working in Agile environments

What We Offer

• Opportunity to work with a leading private equity client


• Exposure to enterprise-scale Salesforce CRM transformation initiatives


• Collaborative, fast‑paced, and growth‑oriented work environment


• Strong career growth and learning opportunities