Sales Platform Business Analyst

Responsibilities

Position Summary:

The Sales Platform Business Analyst plays a critical role in bridging the gap between business needs and technology solutions.

This role partners closely with Outside Sales teams and cross-functional stakeholders to analyze, design, and implement Salesforce-based solutions (including Conga and Marketing Cloud) that drive sales effectiveness, improve customer engagement, and support strategic business goals.

Key Responsibilities:


* Collaborate with Outside Sales and Sales Operations to gather, document, and analyze business requirements.


* Translate business needs into functional Salesforce requirements & user stories, including configuration, workflows, and integrations with Conga and Marketing Cloud.


* Serve as a liaison between business stakeholders and technical teams, ensuring clear communication and alignment.


* Work closely with the Sales Platform Business Team.


* Lead and support Salesforce enhancements, upgrades, and deployments.


* Demonstrated ability to work across teams to provide a business solution.


* Manage and prioritize a backlog of Salesforce-related requests, enhancements, and bug fixes.


* Conduct impact analysis and ensure new solutions comply with licensing, data governance, and industry regulations.


* Facilitate user acceptance testing (UAT), training, and post-deployment support.


* Act as a subject matter expert (SME) for Salesforce and related sales platforms.


* Support continuous improvement initiatives and contribute to Agile team planning and execution.


* Provide end-user support and training to ensure adoption and effective use of Salesforce tools.

Required Qualifications:


* High School Diploma or GED required


* Bachelor's degree in related discipline with two years of relevant work experience strongly preferred, but consideration may be given to an exceptional candidate with six years of relevant work experience


* At least two years of relevant work experience required


* Strong understanding of sales processes and customer relationship management (CRM).


* Excellent communication, documentation, and stakeholder management skills.


* Strong analytical and problem-solving abilities with attention to detail.


* Proficiency in Microsoft Office Suite, especially Excel and PowerPoint.


* Ability to work independently and manage multiple priorities in a fast-paced environment.

Preferred Skills:


* Proven experience working with Salesforce CRM, including Sales Cloud and Marketing Cloud.


* Familiarity with Conga (Composer, Contracts, or Sign) is a plus.


* Salesforce Administrator Certification (or plan to achieve).


* Experience with Agile methodologies and tools (e.g., JIRA, TestRail).


* SQL or data querying experience.


* Strong organizational and project management skills.

Experience Level Adjustmnt

Should the selected candidate meet the qualifications of a mo...