Systems Solutions Analyst

ConferenceDirect • Folsom, CA

8d • Onsite

About The Position

ConferenceDirect is hiring a Systems Solutions Analyst for its Business Systems & Technology team in Folsom, California. The role bridges the employees who use the company’s systems and the technology supporting them. The analyst works with business teams to understand their processes, design improvements, and translate those improvements into Salesforce and other technology solutions. This is a hands-on position that includes both gathering requirements and configuring Salesforce directly. For larger projects, the analyst partners with an outsourced development team, translating business needs into technical requirements and validating delivered work.

Requirements

• At least 3 years of experience as a Business Systems Analyst, Salesforce Administrator, or in a similar role supporting business applications.
• At least 2 years of hands-on Salesforce configuration experience, including custom fields and objects, page layouts, validation rules, and reports.
• Working knowledge of Salesforce security, including profiles, permission sets, permission set groups, roles, and sharing.
• Experience building automation with Salesforce Flow.
• Ability to lead requirements discussions with non-technical stakeholders and convert their needs into clear documentation.
• Experience with process-mapping tools such as Lucidchart or Miro.
• Strong written and verbal communication skills, including the ability to explain technical tradeoffs in plain language.
• Organized and self-directed, with the judgment to manage multiple requests and priorities.
• Authorized to work in the United States.

Nice To Haves

• Salesforce certifications such as Administrator, Advanced Administrator, Platform App Builder, or Business Analyst.
• Experience with Sales Cloud and/or Service Cloud.
• Experience working with offshore or outsourced development partners.
• Understanding of Apex and Lightning Web Components.
• Experience with Agile or Scrum practices and tools such as Jira.

Responsibilities

• Partner with Finance, Operations, Sales, and other teams to understand workflows and identify process problems.
• Lead requirements sessions and translate business needs into user stories, process maps, and functional specifications.
• Map current and future processes and recommend improvements before automating them.
• Prioritize stakeholder requests and balance quick wins with longer-term system health.
• Identify appropriate tools, such as Salesforce or Tableau, to address team needs and processes.
• Build and maintain Salesforce functionality, including custom objects and fields, page layouts, Lightning record pages, record types, validation rules, and picklists.
• Design and build Salesforce Flow automation, including record-triggered, screen, and scheduled flows, as well as approval processes.
• Manage Salesforce security and access, including profiles, permission sets and groups, roles, public groups, and sharing rules.
• Determine whether requests can be configured in-house or require custom development, such as Apex, Lightning Web Components, or integrations.
• Write technical requirements and acceptance criteria for the outsourced development partner.
• Review and test delivered work in sandbox environments before production release.
• Coordinate deployments and release communications.
• Answer Salesforce questions, troubleshoot issues, and resolve support tickets.
• Create training materials and documentation and conduct training sessions for new features.
• Monitor data quality and help maintain clean, reliable data.
• Track Salesforce’s three annual releases and recommend useful features for the business.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed