Lead Salesforce Business Analyst

Role - Salesforce Analyst

location - Bay Area - Onsite 3 days a week.

Experience Requirements:

5 years of experience as a Business Analyst (BA) with good experience in admin role, for leading enterprise-scale CRM, PRM projects.

Around 2 Years of experience/ exposure in SDLC project management and analysis including scoping / timeline management, documenting use cases, process flows/swim lane diagrams, requirements, user acceptance testing, change management, etc.

Should have Working knowledge of process documentation & project management software.

Qualifications:

BS or equivalent degree in Business management, Computer Science, Engineering or related discipline required.

Salesforce Administrator Certification (required)

Salesforce Marketing Cloud Consultant (required)

Skills Requirements:

Strong knowledge of Consumer, Retail, Enterprise channel & End customer sales. Experience in Sales operations, partner management & enablement preferred.

Experience with tools such as Jira, Confluence, and Microsoft Office Suite.

Deep understanding of Salesforce Platform functionality and best practices, with emphasis in Sales Cloud & Marketing Cloud

Strong experience in implementation; ability to determine whether requirements are configuration, customization, and/or integrations with external systems.

Hands-on experience on configuration of platform features including user management, profiles, permission sets, role hierarchy, org-wide defaults, sharing rules, territories, custom objects, new page layouts, custom fields, formula fields, validations, workflows rules, email templates, process builder, flows, lightning pages, managed packages, etc.

Experience with the Salesforce AppExchange and a deep understanding of both this ecosystem as well as native Salesforce capabilities.

Experience with Agile / Scrum delivery models.

Prior experience in SDLC project management and analysis including scoping / timeline management, documenting use cases, process flows/swim lane diagrams, requirements, user acceptance testing, change management, etc.

Working knowledge of process documentation & project management software.

Experience working with large-scale, complex datasets and using salesforce data tools.

Ability to design and implement dashboards on Einstein Analytics/ Tableau CRM preferred and reports to deliver business insight

Keen understanding of system security and controls

Key Responsibilities:

Work closely with the Business teams as functional experts in key channel sales / end-user sales / merchandising / digital and physical retail processes and related solutions needs.

Establish credibility as trusted advisors to understand business requirements and quickly providing options for consideration.

Propose solutions beyond what has been requested by business partners. Work on opportunities to build for scale by designing holistically, with a focus on flexibility and maintainability.

Set up success criteria for initiatives that are clearly measurable and achievable through the scope of deliverables.

Adopt a standardized development lifecycle methodology for all projects- from mobilization to scoping, requirements, use case documentation, design, business readiness, testing and implementation.

Support key business processes promoting application, data integrity, governance, and compliance.

Manage the Salesforce application and involve to define, design and configure enhancements to Salesforce platform that provide significant ROI by bridging the gap between out-of-the-box Salesforce functionalities and business processes.

Design and implement reports, dashboards and alerts that support the business processes and deliver business insight.

Manage User Acceptance Testing with end users, including writing scripts and securing user acceptance sign offs.

Analyze current business processes and identify opportunities for optimization through Salesforce.