Senior Salesforce Business Analyst
The Salesforce Business Analyst will help deliver the strategic vision of the Branch’s Salesforce platform to end users, management and business partners. This role will administer the platform and participate in upgrades and improvements processes; serve as the liaison between the business and technical teams in translating complex business needs into technological solutions.
Responsibilities
- Strong understanding of Salesforce best practices and functionality.
- Ability to assess the impact of new requirements on Salesforce and all upstream and downstream applications, systems and processes.
- Create high-level models to identify and validate business processes and solutions when appropriate.
- Ability to critically evaluate information gathered from multiple sources, reconcile conflicts, breakdown high-level information into details, abstract up from low-level information to a general understanding and distinguish user requests from the underlying true needs.
- Proven ability to design and implement new processes and facilitate user adoption.
- Provide technical support for applications technologies within areas of expertise by analyzing and documenting user requirements pertaining to existing business applications and assisting in planning for and implementing new ones.
- Act as an escalation point for incidents related to the Salesforce platform and associated integrations.
- Troubleshoot and identify system related production problems and coordinate the evaluation and implementation of system enhancements.
- Coordinate the evaluation, scope and completion of new development requests.
- Effectively act as the liaison between users, vendors and the application development teams.
- Work with the upper management team to establish suitable processes to support administrative, development and change management activities.
- Experience implementing Salesforce configuration changes including flows, email alerts, custom objects, validation rules, sales process, support process, lead process, approval process, escalation rules, entitlement management, matching and duplicate rules and other routine tasks.
- Ongoing evaluation to streamline processes and improve effectiveness.
- Manage Salesforce data feeds and other integrations.
- Provide real-time support for issues relating to Salesforce and other supported integrations, such as Salesforce Inbox.
- Serve as a Salesforce administrator in an environment with 60+ users.
- Handle all aspects of user management including new user setup, roles, profiles, permission sets, custom permissions, public groups, sharing rules, etc.
- Communicate regularly with users regarding new features, enhancements and changes to the platform.
- Assist in training of new users and grow the Salesforce skill set across the organization.
- Creation and maintenance of List Views, Reports and Dashboards as needed.
- Ensure data integrity by merging duplicate Leads, Contacts, and Clients; performing mass uploads and updates of data as required; removing unnecessary fields and data; ensuring screens, fields and flows have accurate names.
- Perform various testing and QA functions as necessary.
- Assist in user acceptance testing and change management.
- Complete regular internal system audits and prepare for upgrades.
Qualifications