Salesforce Business Analyst

Trellance, Inc. • Tampa, FL

153d

About The Position

The Salesforce Business Analyst is responsible for planning, organizing, and executing enterprise-level projects that drive strategic goals and operational improvements. These projects will involve Salesforce and other Salesforce integrated systems. This role plays a key part in identifying opportunities for automation and process optimization, leading discovery and execution phases, and implementing impactful changes across the organization. The ideal candidate will have a strong background in Salesforce and a proven track record of managing cross-functional teams to deliver projects on time and within budget.

Requirements

• Bachelor’s degree (BA or BS) from an accredited college or university plus a minimum of four (4) years of experience in the specific or related field; OR HS Diploma or equivalent plus a minimum of eight (8) years experience in the field.
• Knowledge of financial institutions and financial data, preferably credit union or retail banking related.
• Salesforce certification or 5+ years of experience integrating Salesforce within an enterprise is required.
• 5+ years of experience as a Salesforce Business Analyst or similar role, preferably in a software or SaaS company.
• Strong understanding of Salesforce Sales Cloud, Service Cloud, Revenue Cloud and platform capabilities.
• Experience with Salesforce integrations, third-party apps and AppExchange solutions.
• Demonstrated leadership skills. Experience leading teams and/or managing employees. Ability to influence teams, people, and drive decisions.
• Certification as a Six Sigma Green Belt, Six Sigma Black Belt, Lean or Project Management Professional (PMP) or equivalent experience preferred.
• Proven track record of delivering results in a fast-paced environment in a leadership capacity - managing a broad and diverse scope of business processes.
• Ability to work with data, spot trends and draw conclusions.
• Must be a self-starter, possess exceptional analytical skills and the ability to work in an agile environment with minimum guidance.
• Comfortable in a fast-moving, results-driven environment.
• Excellent critical thinking and problem-solving skills and sound judgment.
• Must be highly proficient in Microsoft Office (Excel, Word, PowerPoint).
• Experience with PowerBI or other visualization tools preferred.
• Experience with SharePoint, Intacct or other enterprise SAAS tools preferred.

Nice To Haves

• Certification as a Six Sigma Green Belt, Six Sigma Black Belt, Lean or Project Management Professional (PMP) or equivalent experience preferred.
• Experience with PowerBI or other visualization tools preferred.
• Experience with SharePoint, Intacct or other enterprise SAAS tools preferred.

Responsibilities

• Collaborate with stakeholders to gather, analyze, and document business requirements related to Salesforce enhancements and integrations.
• Build strong relationships with executive leadership and foster trust through consistent communication and delivery.
• Translate business needs into functional specifications and user stories for Salesforce developers and admins.
• Lead cross-functional project teams, applying critical thinking to align efforts toward shared objectives.
• Provide clear direction and ensure project goals and performance metrics align with the company’s strategic priorities.
• Facilitate problem-solving sessions using continuous improvement methodologies to address root causes and reduce process variability.
• Organize and lead business process meetings, ensuring effective collaboration across departments.
• Develop and maintain Salesforce and Microsoft Excel dashboards, reports, and metrics to track and communicate operational performance and project outcomes.
• Perform other duties as assigned.

What This Job Offers

• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 101-250 employees