Salesforce Business Systems Analyst

Title: Salesforce Business Systems Analyst

Location: San Clemente, CA (HYBRID)

RESPONSIBILITIES

**CRM (Salesforce)

User/Territory Management

• Activate and deactivate users, create and update roles as needed.
• Perform Salesforce training for new users during onboarding.
• Maintain territory assignments and documentation.
• Manage user role permissions and update as business needs evolve.

Lead Management

• Import and clean leads for the marketing and sales teams.
• Verify that automations are running as designed.

Salesforce Reporting & Analytics

• Create, validate, and maintain custom reports and dashboards.
• Collaborate with management to ensure accurate and up-to-date sales forecasts.
• Prompt sales teams to keep opportunity stages and close dates current.
• Generate business performance reports, including closed-lost reports.

Salesforce Improvements

• Design custom flows, notifications, and fields.
• Manage lead routing and assignments with Salesforce Maps for all states.
• Update price lists, promotions, discounts, and sharing rules.
• Monitor platform activity and report irregularities to management.
• Collaborate with contractors, international Salesforce admins, and Account Managers for complex integrations and customizations.
• Conduct UAT for new Salesforce features and modules.

Quote Assistance

• Assist sales reps and management in generating quotations and purchase agreements.
• Create and send purchase agreements on demand during sales calls.

Customer Success Role as it relates to Company s ERP systems (Priority)

• Provide analytics of ERP service calls for management review.
• Monitor the customer hot list and prepare weekly/monthly recaps.

Team Collaboration

**INTERNAL BI PLATFORM

• Conduct daily audits of the platform and ensure data accuracy in reports, graphs, and dashboards.
• Cross-verify data with other internal and external systems.
• Maintain logs of checks and findings.
• Identify and report discrepancies or issues to relevant teams.

**CONSUMABLE SALES PLATFORM (E-STORE)

Customer Support

• Provide direct support to customers facing issues with keycodes from WooCommerce.
• Troubleshoot and resolve keycode issues, using various platforms.

Geographical Coverage - Support customers in the US, Canada, and LATAM regions.

Loyalty Programs

• Oversee and validate submissions for the loyalty program.
• Troubleshoot issues related to coupon codes and reward redemptions.
• Maintain records of submissions in Excel for reporting and quality assurance purposes.

QUALIFICATIONS

• Bachelor s degree in a relevant field (Computer Science, Information Technology, Business Administration, Finance, or Economics) preferred.
• Minimum 3 years of hands-on experience with Salesforce. Salesforce Certification is preferred.
• Proficiency in Microsoft Excel and other relevant software tools.
• Knowledge of ERP systems (e.g., Priority) is a plus