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As a Salesforce Business Analyst on the Information Systems team in our New York office, you’ll play a vital role in partnering closely with Sales and Account Management teams to design, configure, and improve scalable CRM workflows and business systems solutions. This role combines business process analysis, solution design, and hands-on system implementation to help our global revenue organization operate more efficiently and effectively.
Job Responsibility
Partner with global business stakeholders to deeply understand business needs and translate them into scalable CRM solutions
Design, configure, and maintain workflows, automations, and business processes within Salesforce and related business applications
Evaluate and implement practical GenAI use cases that directly improve business users’ productivity and workflow efficiency
Continuously identify opportunities to optimize workflows, reduce manual effort, and enhance the overall user experience across business systems
Manage system enhancements through the entire lifecycle: discovery, testing, rollout, documentation, and user support
Collaborate cross-functionally with global Information Systems, RevOps, and business stakeholders on high-impact initiatives
Requirements
2–5+ years of hands-on experience as a Salesforce Business Analyst or Implementer with a deep understanding of the platform
Hands-on experience with Salesforce Flows and a strong technical grasp of declarative automation
Proven track record designing and implementing scalable workflows, automations, or business process improvements within CRM platforms
Strong core BA skills, including experience gathering business requirements and translating them into practical system solutions
Solid business acumen, with a strong understanding of sales or go-to-market (GTM) processes and how systems support operational efficiency
Enthusiasm for innovation, specifically around Generative AI tools and how they can improve business workflows and productivity
Excellent communication skills and the ability to collaborate effectively in a team environment
Strong analytical mindset combined with excellent self-learning abilities
Autonomy and adaptability, with the ability to take ownership of deliverables and collaborate effectively with a manager and team based in a different time zone
Nice to have
Salesforce certifications
Experience building GenAI solutions for business processes using Agentforce or other AI tools
Familiarity with SQL/SOQL for data analysis and troubleshooting
Exposure to low-code/no-code automation tools or light scripting experience (e.g., Python, JavaScript)