Salesforce Business Analyst

Advanced Energy-posted about 2 months ago
$85,000 - $105,000/Yr
Full-time • Mid Level
Denver, CO
5,001-10,000 employees
Support Activities for Mining
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We have an excitinge new opportunity for a Salesforce Business Analyst to lead the design and optimization of our Salesforce CRM-based workflows and enhancements to improve operational efficiency and user experience across our global organization. This role will work closely with our Salesforce Development team, as well as cross-functional teams including but not limited to Sales, Marketing, Product Management, and Customer Service. The ideal candidate will have a strong understanding of complex business processes in a multinational B2B enterprise environment and will proactively identify opportunities to integrate external systems and workflows into our CRM platform to promote collaboration and elevate customer service. Experience with Salesforce, ERP systems such as SAP and Oracle, and a background in Business Administration, IT, or related fields is essential. Proficiency in Salesforce reporting and analytics tools to support data-driven decision-making is required, as is previous experience in Sales or Sales Operations is a strong plus, as is proficiency.

  • Champion the use of Salesforce as a sales enablement platform. Strive to leverage CRM capabilities to improve response times, enhance collaboration, and empower frontline teams to deliver an exceptional customer experience.
  • Partner with stakeholders to define business needs and translate them into CRM workflow enhancements and process improvements.
  • Conduct process analysis to identify inefficiencies and recommend scalable solutions within the CRM system.
  • Collaborate with cross-functional teams to integrate external workflows (e.g., from SAP, Oracle, IBP, Model N, PowerApps) into Salesforce to improve collaboration and customer experience.
  • Document and maintain business requirements, process maps, and functional specifications.
  • Support change management and user adoption by providing training, documentation, and ongoing support while leveraging Salesforce Knowledge base to support the creation, distribution, and maintenance of internal training materials.
  • Leverage Salesforce reporting and analytics tools to monitor CRM usage, identify trends, and drive continuous improvement.
  • Ensure all CRM workflows and processes comply with corporate standards, including information security, data governance, and regulatory requirements.
  • Identify key stakeholders and design workflows using DOA (Delegation of Authority), swim lane diagrams, and RACI models to reflect and improve business processes across Sales, Service, and Sales Support functions, with a focus on sales enablement and customer experience.
  • 3-5 years of experience in business analysis or process design within a global B2B enterprise
  • Hands-on experience as a Salesforce Administrator or Admin/Developer hybrid
  • Strong understanding of Salesforce CRM capabilities and limitations
  • Proven experience with ERP systems such as SAP and/or Oracle
  • Proficiency in Salesforce reporting and dashboards
  • Ability to analyze and document complex business processes and workflows
  • Experience working with cross-functional teams in a collaborative environment
  • Excellent communication and stakeholder engagement skills
  • Bachelor's degree in Business Administration, Operations Management, Marketing, Information Technology, Computer Science, or a related field
  • Experience with Model N, IBP, or other enterprise planning tools
  • Familiarity with Salesforce Flow, Process Builder, and automation tools
  • Previous experience in Sales or Sales Operations
  • Completion of Salesforce training programs or certifications
  • Ongoing professional development in CRM systems, enterprise integrations, or process design
  • Exposure to Agile/Scrum methodologies
  • Medical - multiple medical plans are available to choose from
  • Short and long-term disability and life insurance
  • Health savings and flexible spending accounts
  • Generous time off policy starting with 3 weeks of paid vacation, 7 days of paid sick time, and 12 paid holidays
  • 8 hours of paid volunteer time off
  • 8 weeks of paid parental leave for both Moms and Dads
  • Company matched 401(k)
  • Tuition reimbursement
  • Expanded mental health coverage and employee assistance programs
  • Other voluntary benefits include critical illness, accident and hospital indemnity, pet insurance, identify theft, and legal assistance
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