Job Description

About the Role

We are looking for a Salesforce Business Analyst who will partner closely with sales, service, and technical teams to design and implement scalable reporting, dashboards, and data models in Salesforce. You will translate business needs into actionable insights, ensure high‑quality data structures, and enhance operational visibility across the organization.

Responsibilities

• Translate business requirements into scalable Salesforce reporting solutions, dashboards, and KPIs for Sales and Service teams.
• Gather requirements from stakeholders, define user stories, and produce detailed functional specifications for reports, dashboards, and analytics.
• Design, build, and maintain Salesforce reports, dashboards, and advanced analytics to track pipeline performance, opportunity trends, case volumes, SLAs, and customer satisfaction.
• Configure and optimize Sales and Service Cloud objects, fields, validation rules, flows, and permission models to improve data quality for reporting.
• Develop data models, implement data quality controls, and perform data cleansing initiatives.
• Train and onboard end users on new or updated reports, dashboards, and data processes.
• Collaborate with IT and analytics teams to integrate Salesforce data with external systems (e.g., Snowflake) to support enterprise‑wide reporting.
• Create and maintain documentation, including data dictionaries, report catalogs, and governance standards.
• Stay current with Salesforce releases and best practices; evaluate enhancements and drive continuous improvement in reporting capabilities.
• Communicate complex technical concepts clearly to non‑technical stakeholders and support decision‑making through data insights.

Minimum Qualifications

• 3–5 years of experience as a Salesforce Business Analyst or similar role.
• Hands‑on experience with Salesforce Sales Cloud and Service Cloud.
• Proficiency in Salesforce reporting, dashboards, data modeling, and analytics.
• Strong understanding of core Salesforce configuration (fields, objects, validation rules, flows, permissions).
• Experience with data cleansing, data quality management, and documentation.
• Strong communication, problem‑solving, and facilitation skills.

Preferred Qualifications

• Experience with Snowflake, Tableau, and advanced Excel.
• Familiarity with Apex, Lightning Web Components (LWC), and Salesforce integrations.
• Experience working with managed and unmanaged packages.
• Background in supporting cross‑functional data initiatives with IT or analytics teams.

Pay: ~ $55-$60/hr W2

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