Salesforce Business Analyst

Insight Investments • Irvine, CA

2d • Onsite

About The Position

We are seeking a highly motivated and detail-oriented Salesforce Business Analyst to join our team in Irvine, California. This in-office role will work closely with cross-functional user groups to support and enhance our Salesforce platform, with a strong focus on data cleanup, reporting, dashboards, data loading, and Marketing Cloud integration.

Requirements

• 3+ years of experience as a Salesforce Business Analyst or similar role.
• Strong understanding of Salesforce Sales Cloud and Marketing Cloud.
• Hands-on experience with data cleanup, reporting, dashboards, and data loading tools.
• Excellent communication and interpersonal skills to work directly with user groups.
• Experience working in an on-site, collaborative environment.

Nice To Haves

• Salesforce certifications (e.g., Administrator, Business Analyst, Marketing Cloud Email Specialist) are a plus.
• Familiarity with Agile methodologies and tools like Jira or Azure DevOps.
• Experience with third-party Salesforce apps and integrations.
• Ability to translate business needs into technical requirements.

Responsibilities

• Collaborate with business stakeholders to gather and document requirements for Salesforce enhancements and new features.
• Perform data cleanup and deduplication to ensure data integrity across Salesforce objects.
• Design and build reports and dashboards to support business decision-making.
• Manage data imports and exports using tools like Data Loader and Data Import Wizard.
• Support Marketing Cloud initiatives including campaign setup, audience segmentation, and performance tracking.
• Conduct user training and provide ongoing support to ensure adoption and effective use of Salesforce.
• Partner with developers and admins to test and deploy changes in a structured release cycle.
• Maintain documentation of processes, configurations, and user guides

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 251-500 employees