Salesforce Business Analyst

Role Summary

The Go-to-Market (GTM) Business Systems Analyst plays a crucial role in enhancing an organization's GTM systems and processes, encompassing all stages from lead generation to revenue recognition. This includes gathering and documenting requirements, designing solutions, facilitating user acceptance testing, and managing stakeholders, ultimately ensuring that technology solutions effectively support business objectives.

Key responsibilities

• Requirements Gathering and Documentation : Collaborate with business teams (e.g., Sales, Marketing, Customer Success) to gather, translate, and document business needs and technical requirements for GTM systems and processes. This includes creating detailed reports and workflows based on diagrams, surveys, and interviews.
• Solution Design and Implementation : Propose and design solutions based on best practices, ensuring effective tools for business partners and aligning technology with business strategies and goals.
• System Configuration and Management : Oversee the design and execution of configurations, such as within Salesforce and CPQ (Configure, Price, Quote) solutions, and ensure the overall health of enterprise systems to support business priorities.
• Testing and Quality Assurance : Facilitate User Acceptance Testing (UAT) and obtain stakeholder sign-off, ensuring that implemented solutions meet user requirements and established guidelines.
• Stakeholder Communication and Management : Act as a liaison between technical and business teams, communicating project progress, managing risks and issues, and providing training and support to users.
• Process Optimization and Improvement : Identify opportunities to streamline and improve business processes through technology solutions, automation, and optimization, creating procedures to enhance existing systems.
• Data Analysis and Reporting : Analyze GTM data to identify trends, understand efficiency by channel, and create dashboards and reports to support data-driven decision-making and measure against Key Performance Indicators (KPIs).
• Technology Evaluation and Recommendations : Evaluate new technologies and trends, providing recommendations to enhance the GTM tech stack and support continuous improvement.

Qualifications