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Salesforce Business Analyst
2 months ago
We are seeking a highly skilled Salesforce Business Analyst to join our Business Systems team at Loftware. As a key member of our team, you will play a pivotal role in assisting to manage our instance of Salesforce and acting as the Subject Matter Expert (SME) for all connected apps.
Key Responsibilities- Manage various Salesforce-related requests with varying levels of urgency across the business
- Work closely with a Salesforce architect and key business stakeholders to identify business requirements and translate them into Salesforce Solutions while leveraging best practices
- Take an active part in technical Salesforce projects through Discovery, Solution Design, Implementation, and Support
- Collaborate across all levels of the organization in identifying and prioritizing operational improvements to address the company's evolving needs
- Collaborate with our Salesforce Administration Team to help shape the vision for the internal and external use of Salesforce. Work to identify opportunities to develop new and better solutions
- Drive Salesforce adoption across the organization to ensure maximized use of the platform to drive business growth
- Help create a basic Salesforce training program for new users and update existing documentation
- Administer and configure the Certinia PSA system to meet business requirements and best practices
- Manage user access, security settings, roles, and profiles within the Certinia PSA System
- Identify opportunities for process improvement and automation within the Certinia PSA system to streamline workflows and increase productivity
- Provide ongoing support, troubleshooting, and resolution of user issues related to the Certinia PSA system
- Perform regular system updates, patches, and upgrades to keep the Certinia PSA system current, secure, and scalable
- 4+ years of hands-on Salesforce Administration experience
- Salesforce Admin Certification
- Ability to manage Users, Roles, Profiles, Standard & Custom Objects, Record Types, Page Layouts, Fields
- Ability to create and manage Validation Rules
- Experience in building and maintaining Salesforce Flows
- Experience with Data Management and cleansing, including data loader and other data tools such as ZoomInfo, Salesloft, Ringlead, or Five 9
- Experience working in Sandbox environments and utilizing Change Sets
- Hands-on experience with a CPQ platform (Salesforce CPQ / Revenue Cloud, DealHub, or similar)
- Ability to perform internal system audits and prepare for application upgrades & system enhancements
- Experience with Data Visualization tools (Power BI, Qlik Sense, Tableau) desired, but not required
- Hands-on experience with Certinia PSA is desired, but not required
At Loftware, our end-to-end cloud-based labeling platform helps businesses of all sizes manage labeling across their operations and supply chain. Our solutions are used to print over 51 billion labels every year. With over 500 industry experts and 1,000 global partners, Loftware maintains a global presence with offices in the US, UK, Germany, Slovenia, China, and Singapore, making us a trusted partner for companies in various industries.
