Salesforce and GenAI System Analyst
About The Position
As a Salesforce Systems Analyst on Taboola’s Information Systems team in the New York office, this role partners with Sales and Account Management teams to design, configure, and improve scalable CRM workflows and business system solutions. It combines business process analysis, solution design, and hands-on system implementation to help the global revenue organization operate more efficiently and effectively. The analyst works with global business stakeholders to understand their needs and translate them into scalable CRM solutions. The role supports and optimizes Salesforce and related business systems, including evaluating practical generative AI use cases that can improve productivity and workflow efficiency. The position is hybrid, with three days in the office and the option to come in more often.
Requirements
- 2–5+ years of hands-on experience in enterprise business systems environments, such as Salesforce or Dynamics 365.
- Experience designing and implementing scalable workflows, automations, or business process improvements within CRM platforms.
- Strong understanding of sales or go-to-market processes and how systems support operational efficiency.
- Experience gathering business requirements and translating them into practical system solutions.
- Interest in and curiosity about generative AI tools and how they can improve business workflows and productivity.
- Ability to work autonomously, take ownership of deliverables, and collaborate effectively with a manager and team based in a different time zone.
Nice To Haves
- Salesforce certifications or experience with Salesforce Flow and declarative automation tooling.
- Familiarity with SQL/SOQL for data analysis and troubleshooting.
- Exposure to low-code/no-code automation tools or light scripting experience, such as Python or JavaScript.
Responsibilities
- Partner with global business stakeholders to understand business needs and translate them into scalable CRM solutions.
- Design, configure, and maintain workflows, automations, and business processes in Salesforce and related business systems.
- Optimize CRM processes, including lead routing, approvals, data management, notifications, and operational workflows.
- Help evaluate and implement practical generative AI use cases that improve team productivity and workflow efficiency.
- Identify opportunities to improve workflows, reduce manual effort, and enhance the user experience across business systems.
- Manage system enhancements through discovery, testing, rollout, documentation, and user support.
- Collaborate with global Information Systems, Integration/Development, RevOps, and business stakeholders on cross-functional initiatives.
Benefits
- Comprehensive health, dental, and vision benefits.
- 401(k) matching.
- Pre-tax commuter benefits.
- Fully stocked kitchen.
- Gym partnerships.
- Hybrid work schedule with three days in-office and the option to come in more often.
- Discretionary bonus.
- Equity.
- Flexible PTO.
- Paid parental leave.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
