Salesforce Business Analyst Job at Robert Half (Northbrook)

Job Description

We are looking for a Salesforce Business Analyst to support sales and marketing operations through data-driven reporting, process optimization, and CRM oversight in Illinois. This contract opportunity with potential for a permanent role is ideal for someone who can translate business needs into practical Salesforce solutions while improving visibility across pipeline activity, lead movement, and campaign performance. The person in this role will work closely with sales leaders, marketing partners, and technical teams to strengthen data quality, streamline workflows, and enhance day-to-day platform effectiveness.

Job Responsibility

Develop and maintain Salesforce dashboards and analytical reports that provide clear insight into pipeline trends, seller productivity, forecasting results, and conversion performance
Work with business stakeholders to define meaningful success measures and evolve reporting frameworks that support leadership decision-making
Review opportunity, account, lead, and activity data regularly to uphold accuracy, consistency, and reliability across the CRM
Evaluate campaign results and lead progression within Salesforce to measure marketing impact from initial response through sales conversion
Coordinate with marketing partners to improve campaign setup, attribution tracking, and the overall quality of lead-related reporting
Manage data loads, record cleanup, and segmentation activities to support efficient lead and account management at scale
Administer lead routing logic, assignment processes, and queue management to help maintain timely follow-up and smooth top-of-funnel operations
Serve as the business point of contact for integrated platforms, validating data movement between Salesforce and connected tools and partnering with technical resources to resolve synchronization issues
Refine workflows, automation, and user processes within Salesforce to better support business development teams and improve adoption across frontline users

Requirements

Proven experience in a Salesforce Business Analyst, CRM Analyst, or closely related role supporting sales operations
Strong capability in building Salesforce reports, dashboards, and KPI-based performance views
Solid understanding of sales pipeline management, forecasting concepts, and lead lifecycle processes
Experience supporting business development or demand generation teams in high-volume lead environments
Familiarity with marketing campaign measurement, lead tracking, and attribution reporting within Salesforce
Working knowledge of connected sales and marketing technologies such as marketing automation platforms, data enrichment tools, and sales engagement applications
Demonstrated strength in requirements gathering, business analysis documentation, problem-solving, and stakeholder communication

What we offer

medical
vision
dental
life insurance
disability insurance
401(k) plan

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Salesforce Business Analyst

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