Salesforce Administrator and Business Analyst
About The Position
The Salesforce Administrator & Business Analyst plays a critical role in aligning sales, marketing, and account management activities through effective CRM design (CEP, SEP, MAP), data integration, and business insight. This position owns the day-to-day administration of Salesforce while partnering across departments to turn data into actionable intelligence that drives customer engagement, pipeline growth, and corporate operational efficiency. This role is ideal for a self-directed professional who enjoys solving problems, improving systems, and enabling teams with accurate data, clear reporting, and effective training.
Requirements
- Minimum of one to five years of business analysis experience
- Experience integrating and administering CRM/CEP platforms (Salesforce/Account Engagement)
- Strong analytical, reporting, and problem-solving skills
- Clear written and verbal communication skills
- Experience with data visualization (PowerBI), reporting tools, Excel, and SQL queries
- Familiarity with project or ticket management systems (Jira)
- College degree or equivalent work experience
Nice To Haves
- Salesforce Administrator certification or equivalent work experience preferred
Responsibilities
- Administer and optimize Salesforce CRM and Marketing Cloud platforms and leverage related system connectors/integrations
- Perform user maintenance, data cleanup, de-duplication, and mass data uploads
- Build and maintain custom reports, automations, dashboards, and system documentation and compliance
- Manage feature requests and support backlog, partnering with leadership on prioritization
- Align Salesforce functionality with evolving business needs and best practices
- Develop and deliver Salesforce training for sales, marketing, and account management and reliability teams
- Maintain up-to-date training materials and communicate new releases and enhancements
- Support CRM adoption, accountability, and data quality across the organization
- Build, generate, segment and analyze business reports across the full customer lifecycle using Salesforce, Excel, SQL queries, ZoomInfo and other proprietary software
- Use BI tools (Power BI and SF Einstein) to identify trends and correlations
- Track and measure performance across key lifecycle stages and lead indicators
- Own recurring reporting cadence MTD, QTD, and YTD to support Lean initiatives and leadership visibility
- Monitor sales performance and identify at-risk accounts
- Drive business performance through insights and recommendations based on revenue growth, cost optimization, and strategic account planning
- Support sales and reliability leadership with strategic analysis and performance reporting
- Perform advanced customer and revenue analysis to support targeted price optimization, pricing strategies, and strategic account planning
- Ad-hoc business and customer analysis
- Support administration, campaign execution, and project initiatives
- Identify, submit and take action on continuous improvement ideas
- Provide cross-department support as needed
- Adhere to Lean principles, PDCA, and root cause analysis practices
- Other duties as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
