Sr. Business Systems Analyst, CRM (Salesforce)
About The Position
The Senior Business Systems Analyst, CRM is the functional lead for Cytek's Salesforce CRM and the commercial systems connected to it. The role partners with Sales, Sales Operations, Marketing, Customer Service, and Operations to translate business needs into practical system capabilities, improve data quality and user adoption, and ensure the platform and its licenses deliver measurable value across Salesforce, NetSuite, and related enterprise applications. The position owns the Salesforce enhancement roadmap and release priorities in partnership with Sales leadership and IT. It analyzes and improves commercial processes, supports Salesforce configuration and integrations, maintains data quality and governance, and develops sales dashboards and KPI reporting. The role also manages licensing and vendor-related activities, supports quote-to-order workflows, delivers training and adoption programs, and evaluates AI-enabled workflows and new Salesforce capabilities. The position is onsite at Cytek's Fremont office in a general office environment. Business travel may be required at least 10% of the time. The role involves using a computer and standard office equipment for extended periods each day.
Requirements
- Bachelor's degree in business administration, information technology, or a related field, or an equivalent combination of education and experience.
- Seven or more years of experience as a business systems analyst supporting cloud CRM platforms in commercial or customer-facing environments.
- Strong working knowledge of Salesforce Sales Cloud, including the data model, security model, role hierarchy, page layouts, Lightning pages, reporting, dashboards, and Flow.
- Experience supporting commercial processes such as lead management, opportunity management, territory alignment, quoting, and sales operations.
- Experience working across connected enterprise systems and integrations, including ERP, quoting and CPQ, analytics, and customer data.
- Strong requirements-gathering, process-mapping, user-story development, and acceptance-criteria skills.
- Strong analytical and problem-solving skills, including the ability to weigh process gaps, system options, cost, and licensing tradeoffs in a structured way.
- Strong communication, facilitation, and stakeholder-management skills across business, technical, and leadership audiences, and with vendors.
- Ability to manage competing priorities and drive progress across several initiatives.
- Strong user-experience mindset for simplifying workflows for sales and business users.
- Accuracy, attention to detail, and proficiency with Microsoft Office and collaboration tools.
Nice To Haves
- Salesforce Administrator certification.
- Scrum, Agile, or PMP certification.
- Experience with NetSuite, Boomi, or similar integration platforms, and with Salesforce license and contract management.
- Ability to write basic to medium complexity SQL queries and build reports in Power BI or a similar tool.
- Exposure to Marketing Cloud, Data Cloud, or Agentforce.
- Experience supporting a global sales organization.
- Life sciences, medical devices, or other regulated-industry experience.
Responsibilities
- Serve as the business and functional owner of Cytek's Salesforce CRM, and set the enhancement roadmap and release priorities with Sales leadership and IT.
- Gather, analyze, and document business requirements, business rules, process maps, user stories, and acceptance criteria for CRM changes across Sales, Marketing, Service, and Operations.
- Lead current-state and future-state analysis of commercial processes such as lead to opportunity, quote to order, and order to cash; recommend simplification and automation.
- Review Salesforce license assignment, feature usage, and adoption on a regular schedule, and recommend changes to licenses, editions, and add-ons that align cost with business value.
- Support Salesforce vendor and contract activities, including renewal preparation, option analysis, pricing review, and negotiation inputs, in partnership with IT, Finance, and Purchasing.
- Configure and support Salesforce through page layouts, Lightning pages, custom objects and fields, validation rules, reports, dashboards, and Flow; coordinate testing and release with administrators, developers, and QA.
- Define and support integrations and data flows between Salesforce, NetSuite, the data warehouse, and other enterprise systems, including customer, quote, order, and pricing data.
- Maintain Salesforce data quality and governance, including accounts, opportunities, territory alignment, role hierarchy, and user access; support single sign-on and audit requirements.
- Build and maintain sales dashboards and monthly KPI reporting in Salesforce and Power BI for Sales leadership and senior management.
- Manage quote templates and general terms and conditions provided by Cytek Legal, and support opportunity-to-order workflows.
- Plan and deliver user training, communication, and adoption programs; collect user feedback to improve screens, layouts, and workflows.
- Evaluate AI-enabled workflows and new Salesforce capabilities as part of AI Ignite where they improve productivity, insight, or data quality.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
