Salesforce CRM System Analyst
About The Position
Michael Baker International is seeking a Salesforce CRM System Analyst to support the design, configuration, and delivery of our Salesforce Sales Cloud platform. This role will work closely with business stakeholders and technical teams to implement and optimize CRM processes across Accounts & Contacts, Lead Management, Opportunity lifecycle, Proposal Management, and Reporting & Analytics. The ideal candidate combines functional knowledge of Sales Cloud with technical skills in configuration, data management, reporting, analytics, automation, integrations, and system maintenance & support.
Requirements
- 5-7 years of experience with Salesforce Sales Cloud (other applications nice to have) in a techno-functional role.
- Hands-on experience in configuring Salesforce functionality, objects, workflows, validation rules, and reports.
- Good understanding of integrations (REST/SOAP APIs, middleware tools) and data management/migration activities/tools.
- Good knowledge of core CRM processes: accounts, contacts, leads, opportunities, and forecasting.
- Ability to work with cross-functional teams and communicate effectively with business and technical stakeholders.
Nice To Haves
- Experience in Engineering & Construction or project-based industries.
- Familiarity with Salesforce integration with Oracle ERP, Deltek Vantagepoint, and Outlook/Exchange.
- Salesforce certification/s
- Basic experience in or familiarity with Salesforce AI Agentforce/Einstein tools
Responsibilities
- Configure and maintain Salesforce Sales Cloud features including accounts, contacts, leads, opportunities, and forecasting.
- Assist in implementing proposal management workflows, approval processes, and automation using Salesforce tools.
- Support user administration, security settings, and sharing rules.
- Gather and document business requirements for CRM enhancements and new features.
- Translate business needs into functional specifications and collaborate with developers for technical implementation.
- Conduct impact analysis and ensure alignment with CRM best practices.
- Contribute to the process, data migration, and system integration related to Mergers Acquisitions (M&As).
- Support integrations between Salesforce and enterprise systems (Oracle ERP, Deltek, Outlook/Exchange, etc.).
- Assist with data migration, cleansing, and maintaining data quality standards.
- Work with middleware tools and APIs for basic integration troubleshooting.
- Build and maintain dashboards and reports for pipeline, forecasting, and sales performance.
- Collaborate with BI teams to ensure Salesforce data is available for enterprise analytics platforms like Power BI.
- Provide day-to-day support for Salesforce users and resolve functional/technical issues based on the incident priority & criticality.
- Assist in user training and documentation for new features and processes, as necessary.
Benefits
- Medical, dental, vision insurance
- 401k Retirement Plan
- Health Savings Account (HSA)
- Flexible Spending Account (FSA)
- Life, AD&D, short-term, and long-term disability
- Professional and personal development
- Generous paid time off
- Commuter and wellness benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
