Senior Salesforce Business Analyst

The Elevator Pitch 

Are you skilled in bridging business objectives with Salesforce.com capabilities? Do you enjoy working closely with stakeholders to gather requirements, analyze processes, and collaborate with Salesforce engineers to design effective solutions? If you have experience in creating and maintaining Salesforce reports and dashboards, managing complex projects, and leading user training sessions, we want to hear from you! 

Evolv Technology is seeking a Senior Salesforce Business Analyst to help drive our business growth through enhanced sales enablement. We need someone who understands Salesforce deeply, can think strategically, and has strong analytical and organizational skills. You must be able to handle and prioritize multiple requests, communicate effectively, and build strong internal partnerships. 

Your role will focus on leveraging CRM Analytics within Salesforce.com to enhance data-driven decision-making, improve processes, and support our Go To Market (GTM) organization. We currently lack in-house expertise in CRM analytics and process improvements necessary to execute our GTM strategy at scale. 

 Join us to support our business growth, achieve revenue goals, and execute strategic initiatives that will scale and automate our processes and tools, enhancing the customer journey and driving success. 

Success in the Role: What are performance outcomes over the first 6-12 months you will work toward completing? 

In the first 30 days, you will: 

• Familiarize yourself with Evolv's mission, core values, and products. 

• Participate in EvolvED, our new hire orientation program. 

• Develop a framework for the CRM Analytics Forecast Dashboard. 

• Gain a general understanding of how Salesforce.com (SFDC) is utilized by the GTM organization. 

Within 3 months, you will: 

• Launch version one of the CRM Analytics Forecast Dashboard for GTM leadership. 

• Create a roadmap for additional reporting and dashboards for the GTM organization. 

• Develop version one of the process improvement roadmap. 

• Map out the Customer Journey and align it with the process improvement roadmap. 

By the end of the first year, you will: 

• Achieve significant improvements in the visibility of GTM metrics used for decision-making.  

• Ensure Evolv Salesforce.com (SFDC) users understand which dashboards to use and when. 

• Enhance automation and SFDC processes for ease of use. 

• Implement tracking of GTM support cases (including Deal Desk) within SFDC through Revenue Ops. 

The Work: What type of work will you be doing? What assignments, requirements, or skills will you be performing on a regular basis? 

CRM analytics expertise is a key skill set for this role. 

Analytics & Technical Development: 

• Develop the reporting infrastructure within Salesforce.com (SFDC) to provide analytics for data-driven decision-making through the use of reports, dashboards, and CRM Analytics. 

• Optimize the performance of existing reporting and develop new reporting to support the business. 

• Identify and implement data accuracy improvements as new dashboards are developed. 

• Maintain a clear list of audited dashboards and reports with guidance on their usage. 

• Stay updated on Salesforce best practices and new features related to reporting and analytics. 

• Provide technical support and troubleshooting for report and dashboard-related issues. 

• Utilize CRM Analytics for reporting on customer journey metrics. 

Operational Efficiency and Process Improvement 

• Analyze existing business processes and identify opportunities for improvement and automation through SFDC and other internal tools. 

• Collaborate with internal teams to identify and implement operational efficiencies throughout the customer journey. 

• Drive the requirements gathering process for these projects. 

• Document detailed business requirements, solution designs, and functional specifications for identified process improvements for Salesforce implementations. 

• Develop test plans and conduct testing to ensure that solutions meet business requirements and are defect-free. 

• Develop a roadmap for continuous improvements. 

• Assist in data migration and data cleansing activities to ensure data integrity within Salesforce. 

• Identify and prioritize workstreams to implement the most impactful changes. 

Enablement 

• Assist in onboarding new Salesforce.com (SFDC) users. 

• Develop and deliver SFDC curriculum for new user onboarding. 

• Develop tr