Salesforce Business Analyst
Location: Remote – LATAM
Employment Type: Full-Time
Industry: Technology / Digital Transformation
Department: Business Analysis – Salesforce CRM
Project Overview
You will join a high-impact team that supports the SCSS organization within the scope of the Skytree Initiative—a strategic reimplementation of Salesforce CRM designed to shift from a B2C to a B2B model. This transformation aims to fully leverage Salesforce’s native capabilities and streamline business operations through intelligent automation.
Key Project Phases:
-
Phase 1: Ensure a seamless migration of the Sales Operations team from legacy systems into the new Salesforce instance, achieving 100% migration and meeting all Key Performance Indicators (KPIs).
-
Phase 2 (June 2024 – March 2025): Lead the migration of SBS users and business units into the newly implemented Salesforce org.
-
Ongoing Support: Perform continuous analysis and maintenance of the Gong platform to ensure optimal usage and integration with Salesforce.
Key Responsibilities
-
Conduct both functional and technical analysis to support the end-to-end migration of users and business processes to the new Salesforce CRM.
-
Design and maintain dashboards and reporting mechanisms for performance monitoring using tools such as Tableau and advanced spreadsheets.
-
Collaborate closely with Product Managers, Program Managers, and cross-functional stakeholders to gather requirements, document User Stories, and manage implementation within JIRA.
-
Monitor and analyze the performance of Gong.io, providing actionable insights and proposing enhancements based on usage patterns and sentiment analysis.
-
Use SQL to query and join data across multiple sources, ensuring accuracy and completeness for reporting and analytics.
-
Conduct data research and deliver data-driven recommendations contributing to operational efficiency and improved user experiences.
-
Actively participate in Agile ceremonies, ensuring alignment between business needs and deliverables across all project stages.
Required Qualifications
-
Proven experience as a Salesforce Business Analyst in large-scale CRM reimplementation, preferably involving a B2C to B2B transition.
-
Strong understanding of Salesforce CRM architecture, workflows, and automation capabilities.
-
Expertise in data analysis, KPI tracking, and dashboard/report creation.
-
Advanced proficiency in Excel, including VLOOKUP, pivot tables, and data slicing techniques.
-
Familiarity with Natural Language Processing (NLP), Sentiment Analysis, and Prompt Engineering concepts.
-
Strong SQL skills with the ability to build complex queries and join data from multiple tables.
-
Experience working in large matrix organizations, managing multiple tools and stakeholders.
-
Excellent analytical mindset, attention to detail, and communication skills across technical and business audiences.
-
Experience working within Agile methodologies, with strong command of User Story creation and JIRA tracking.
Preferred Qualifications
-
Salesforce certifications (Administrator, Business Analyst, or Platform App Builder).
Experience in Gong would be a great addition. If possible, Frontline Manager Certification.
-
Gong.io Frontline Manager Certification.
-
Experience with BI tools like Tableau, Power BI, or other data visualization platforms.