Senior Salesforce Business Analyst
ClarotyAbout the role
Description
We’re growing and looking to hire a Senior GTM Business Analyst who embodies our core values: People First, Customer Obsession, Strive for Excellence, and Integrity.
This is a U.S.-based role (remote), and you will serve as the primary U.S. anchor for our global Business Applications team, working closely with stakeholders across Revenue Operations, Marketing Operations, Customer Success, and Support to design and scale our GTM technology stack.
Responsibilities
As a Senior Salesforce Business Analyst, your impact will be:
- Act as the strategic technology partner for GTM stakeholders
- Partner with executive and senior-level leaders across RevOps, Sales, Marketing, Customer Success, and Support to define and align the GTM technology strategy with business goals, ensuring systems and processes directly support pipeline generation, conversion, and expansion.
- Own end-to-end GTM solution design & delivery
- Lead deep-dive discovery sessions, translate complex business requirements into clear functional specifications, and design scalable, intuitive Salesforce- and GTM-stack solutions that support global processes and local business nuances.
- Serve as the U.S.-based anchor for Business Applications
- Act as the primary point of contact for U.S. GTM teams, ensuring tight alignment with the Israel-based Business Applications team through effective asynchronous communication, shared roadmaps, and coordinated releases.
- Optimize GTM processes and system architecture
- Conduct current-state assessments of GTM processes and data flows, identify gaps, dependencies, and friction points, and recommend future-state designs that streamline lead-to-cash, case management, and customer lifecycle workflows.
- Hands-on Salesforce configuration and enhancement
- Configure and enhance Salesforce with a primary focus on Sales Cloud and Service Cloud, including Flows and automation, Case Management, Service Console, Knowledge, and Experience Cloud (Communities), following Salesforce and industry best practices.
- Drive change management and user adoption
- Lead change management activities for new capabilities and enhancements: define release plans, communicate changes to stakeholders, collaborate on enablement materials, and establish adoption and success metrics.
- Influence and prioritize the GTM technology roadmap
- Evaluate business requests, quantify impact, and influence prioritization across the GTM and Business Applications roadmaps; proactively recommend adoption of relevant Salesforce and ecosystem features based on release notes and product innovation.
- Support integrations across the GTM tech stack
- Collaborate on integrations between Salesforce and adjacent GTM tools (e.g., data management, marketing automation, revenue intelligence, customer success platforms, CPQ) to enable a cohesive, data-driven operating model.
- Establish high-quality documentation and governance
- Create and maintain clear solution documentation, process maps, and configuration records; contribute to governance standards that ensure system scalability, data quality, and compliance.
- Champion data-driven decision-making
- Partner with RevOps and Analytics teams to ensure GTM processes and systems support accurate reporting and dashboards, enabling leaders to track performance, identify bottlenecks, and drive continuous improvement.
Requirements
What do you need to succeed in this role?
Business & Domain Expertise
- 5+ years of proven experience in Business Analysis within a technology or SaaS environment, ideally supporting Sales, Marketing, Customer Success, or Support organizations.
- Deep understanding of GTM business processes, including lead management, opportunity and pipeline management, account and territory planning, customer onboarding, renewals, and support workflows.
- Demonstrated ability to facilitate and drive requirements sessions at the executive level, synthesize input from diverse stakeholders, and translate it into prioritized, actionable roadmaps.
- A methodical, problem-solving mindset with a track record of delivering measurable, customer-centric business outcomes through process and system improvements.
- Global collaboration experience, including comfort working with distributed teams, asynchronous communication, and time-zone overlap with Israel-based colleagues.
- Excellent communication, stakeholder management, and documentation skills, with the ability to switch between business and technical language as needed.
Technical & Salesforce Mastery
- 5+ year
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