Job ID: JOB_ID_3105
About the Role:
We are seeking a highly skilled and experienced Salesforce Analyst to join our team in Sunnyvale, CA. This role requires a deep understanding of the Salesforce platform, including Experience Cloud, Sales Cloud, and Marketing Cloud. The ideal candidate will have a proven track record of leading enterprise-scale CRM projects, driving process innovation, and delivering exceptional customer-focused solutions. You will act as a trusted advisor, collaborating closely with business teams to understand their needs and translate them into effective Salesforce configurations and customizations.
Key Responsibilities:
- Lead discussions with business partners to understand and define business requirements, asking probing questions to uncover underlying needs.
- Facilitate business workshops and develop roadmaps for future state processes, working with global management teams.
- Recommend process innovation and efficiencies through current state process analysis, user experience, industry trends, and leading-edge technology.
- Design and implement solutions that bridge the gap between out-of-the-box Salesforce functionalities and business processes.
- Develop business cases and budgets for changes and projects.
- Set success criteria for initiatives and track progress against them.
- Adopt a standardized development lifecycle methodology for all projects.
- Support key business processes promoting application, data integrity, governance, and compliance.
- Manage the Salesforce application, defining, designing, and configuring enhancements.
- Design and implement reports, dashboards, and alerts to support business processes and deliver insights.
- Manage User Acceptance Testing (UAT) with end users, including writing scripts and securing sign-offs.
- Develop and execute change management plans to ensure business readiness and adoption.
- Actively participate in discussions with Salesforce regarding Experience Cloud, Sales Cloud, Marketing Cloud, Pardot, and Einstein Analytics/Tableau CRM.
- Analyze business requirements to determine the most effective approach to serving organizational needs.
Required Skills and Experience:
- 5+ years of experience as a business analyst and admin role leading enterprise-scale CRM, PRM projects.
- Deep understanding of Salesforce Platform functionality and best practices, with emphasis in Experience Cloud, Sales Cloud & Marketing Cloud.
- Strong experience in implementation; ability to determine whether requirements are configuration, customization, and/or integrations with external systems.
- Hands-on experience on configuration of platform features including user management, profiles, permission sets, role hierarchy, org-wide defaults, sharing rules, territories, custom objects, new page layouts, custom fields, formula fields, validation rules, workflow rules, email templates, process builder, flows, lightning pages, managed packages, etc.
- Experience with the Salesforce AppExchange and a deep understanding of its ecosystem as well as native Salesforce capabilities.
- Experience with Agile/Scrum delivery models.
- Prior experience in SDLC project management and analysis including scoping/timeline management, documenting use cases, process flows/swim lane diagrams, requirements, UAT, change management, etc.
- Working knowledge of process documentation & project management software.
- Experience working with large-scale, complex datasets and using Salesforce data tools.
- Superior ability to design and implement dashboards on Einstein Analytics/Tableau CRM preferred and reports to deliver business insight.
- Keen understanding of system security and controls.
- Exceptional written and verbal communication, and presentation skills.
- Excellent active listening skills.
- Self-motivated individual, thriving in a global, matrixed, fast-paced environment.
- Experience working on projects with teams based outside the US.
Education and Certifications:
- BS or equivalent degree in Business Management, Computer Science, Engineering or related discipline required. MBA degree preferred.
- Salesforce Administrator Certification (required).
- Agile SCRUM Master certification (preferred).
- Salesforce Experience Cloud Consultant Certification (required).
- Salesforce Sales Cloud Consultant Certification (preferred).
- Salesforce Marketing Cloud Consultant (preferred).
About the Hiring Company:
The hiring company is a leader in providing innovative solutions within the retail and consumer sectors, leveraging cutting-edge technology to enhance sales operations and customer engagement.
Compensation & Location
Salary: $110,000 – $160,000 per year (Estimated)
Location: Sunnyvale, CA
Recruiter / Company – Contact Information
Email: navi@yashneetech.com
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