Senior Business Analyst
SalesforceAbout the role
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Job Category
FinanceJob Details
About Salesforce
We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good – you’ve come to the right place.
The Revenue Operations Quote to Cash Systems and Enhancement team is responsible for working with the Business and Business Technology (BT) team on prioritization of the features and enhancements/bug fixes and ensure requests pass business requirements through User Acceptance Testing. The Senior Business Analyst will have diverse responsibilities focused on technology and system implementations, as well as process analysis, supporting key business and operational initiatives, among other critical activities. The role will support a few different varying responsibilities within the team and report to the Manager of the Quote to Cash Systems and Enhancement Team. Salesforce.com is a fast-paced environment and we are looking for someone who can hit the ground running to manage multiple responsibilities and projects while producing high-quality work.
Responsibilities:
* Advise the business on best practices and available tools to manage business processes and other strategic initiatives
* Identify areas of improvement to increase accuracy, completeness and/or consistency and implement solutions in process, policy, and overall operations of the RevOps function
* Generate custom reports based on business needs, ensuring accurate data and filtering
* Analyze report data to identify trends, opportunities, and areas of concern, providing actionable insights to key stakeholders.
* Survey and analyze best practices for techniques and processes
* Represent the Q2C team in projects, identify and communicate potential impacts to objects or automation that the team owns
* Gather and provide business requirements, working with many different business teams across the company that leverage the Salesforce objects we support
* Learn during implementation of new tools/system updates, becoming a Subject Matter Expert (SME) in its functionality and best practices while providing feedback related to current business needs
* Work closely with cross-functional teams to provide guidance and background on prioritization, offering suggestions for ranking based on business needs and objectives.
* Effectively communicate the business impact of requests and initiatives to the BT team, ensuring alignment on priorities and expectations.
* Prepare the team for User Acceptance Testing for BT Q2C deployments including drafting test scenarios and preparing data, ensuring that any potential impacts are considered
* Coordinate and lead User Acceptance Testing with other teams such as Sales Operations and other requestors
* Measure and document business results achieved through solution implementation
* Write, update, and maintain detailed knowledge articles to ensure accurate, up-to-date information is available to all users.
Required Skills/Experience:
* Professional Business Analyst experience, or focus in project/program management.
* Understanding of RevOps/ SalesOps functional disciplines.
* Proficient in Google Suite Products (Sheets [Formulas, Pivot Tables] , Slides, etc.)
* Understanding of systems analysis, including root cause analysis and other process modeling and systems design methodologies
* Project management skills.
* Excellent written and verbal communication skills.
* Ability to understand and simplify technical information.
* Ability to multi-task and perform effectively in a fast-paced environment.
* Ability to think independently and consider cross-functional and downstream impacts.
* Ability to articulate risks/issues and communicate information to leadership.
* Problem-solving mindset with the ability to troubleshoot data discrepancies and reporting issues.
Desired Skills/Experience:
* Advanced Knowledge of Business Systems - Salesforce.com (certification a plus), CPQ, contract management
* Experience with Data Loader/SOQL
Accommodations
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