Salesforce Business Analyst

6 days ago

Wokingham, Wokingham, United Kingdom Loftware Full time

About the Role:

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 SME for all connected apps.

Responsibilities:

  • Manage and configure Salesforce to ensure stability, data integrity, and efficient operation of various organizational functions.
  • Handle various SFDC-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.

Additional Responsibilities:

  • 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.

DealHub CPQ Responsibilities:

  • Administer and configure the DealHub CPQ platform to align with business requirements, pricing strategies, and sales processes.
  • Manage user access, security settings, roles, and permissions within the CPQ system.
  • Customize workflows, approval processes, and document templates to automate quoting working with Sales Stakeholders.
  • Collaborate with product management and pricing teams to ensure accurate and up-to-date product and pricing information in the CPQ platform.
  • Conduct user training sessions and provide ongoing support to sales teams, channel partners, and stakeholders on CPQ system usage and best practices.
  • Serve as the primary point of contact for CPQ-related inquiries, troubleshooting, and issue resolution.

Other Connected Systems Responsibilities:

  • Administer and configure other systems to ensure alignment with business requirements.
  • Intake, triage, and execute support cases which require Business Systems support.
  • Manage user access, security settings, roles, and profiles within systems.
  • Identify opportunities for process improvement and automation within the systems to streamline workflows and increase productivity.
  • Perform regular system updates, patches, and upgrades to keep the systems current, secure, and scalable.
  • Constantly evaluate our Business Systems infrastructure / architecture and make suggestions for improvements.

Requirements:

  • 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 platforms (Salesforce CPQ / Revenue Cloud, DealHub, or similar).
  • Ability to perform internal system audits and prepare for application upgrades & system enhancements.

Nice-to-Have:

  • 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

About Us:

We are a global leader in the business-critical industry, offering unparalleled possibilities for growth and development. Our team is made up of talented, curious, and inspiring individuals who bring unique perspectives and skills to the table. We prioritize employee development and offer comprehensive training to ensure our employees have the skills and knowledge needed to succeed.

Our Culture:

We value inclusion, diversity, and belonging, and are committed to creating a workplace where everyone feels welcome and valued. We are an equal opportunities employer and believe that our diversity is a strength that drives our success.

  • Salesforce Business Analyst

    7 days ago

    Wokingham, Wokingham, United Kingdom Loftware Full time

    Job Description:A career at Loftware is more than just a job – it's an opportunity to help shape the future of the supply chain industry.We seek a highly skilled Salesforce Business Analyst to join our Business Systems team who will play a pivotal role in assisting to manage our instance of Salesforce and acting as the Subject Matter Expert (SME) for all...

  • Salesforce Business Analyst

    4 days ago

    Wokingham, Wokingham, United Kingdom Loftware Full time

    About the Role: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.Responsibilities:Manage various Salesforce-related requests...

  • Salesforce Business Analyst

    4 days ago

    Wokingham, Wokingham, United Kingdom Loftware Full time

    About the Role: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.Responsibilities:Manage various Salesforce-related requests...

  • Salesforce Business Systems Analyst

    1 day ago

    Wokingham, Wokingham, United Kingdom Loftware Full time

    About the Role:Loftware is seeking a highly skilled Salesforce Business Systems Analyst to join our Business Systems team. As a key member of our team, you will play a pivotal role in managing our instance of Salesforce and acting as the Subject Matter Expert (SME) for all connected apps.Key Responsibilities:Manage the intake and triage of new request...

  • Salesforce Business Systems Analyst

    4 days ago

    Wokingham, Wokingham, United Kingdom Loftware Full time

    About the RoleWe are seeking a highly skilled Salesforce Business Systems Analyst to join our Business Systems team at Loftware. As a key member of our team, you will play a pivotal role in managing our instance of Salesforce and acting as the Subject Matter Expert (SME) for all connected apps.Key ResponsibilitiesManage the intake and triage of new request...

  • Salesforce Business Systems Analyst

    4 days ago

    Wokingham, Wokingham, United Kingdom Loftware Full time

    About the RoleWe are seeking a highly skilled Salesforce Business Systems Analyst to join our Business Systems team at Loftware. As a key member of our team, you will play a pivotal role in managing our instance of Salesforce and acting as the Subject Matter Expert (SME) for all connected apps.Key ResponsibilitiesManage the intake and triage of new request...

  • Salesforce Business Systems Analyst

    1 day ago

    Wokingham, Wokingham, United Kingdom Loftware Full time

    About the Role:Loftware is seeking a highly skilled Salesforce Business Systems Analyst to join our Business Systems team. As a key member of our team, you will play a pivotal role in managing our instance of Salesforce and acting as the Subject Matter Expert (SME) for all connected apps.Key Responsibilities:Manage the intake and triage of new request...

  • Salesforce Business Systems Analyst

    2 days ago

    Wokingham, Wokingham, United Kingdom Loftware Full time

    About the RoleWe are seeking a highly skilled Salesforce Business Systems Analyst to join our Business Systems team at Loftware. As a key member of our team, you will play a pivotal role in managing our instance of Salesforce and acting as the Subject Matter Expert (SME) for all connected apps.Key ResponsibilitiesManage and administer our Salesforce...

  • Salesforce Business Systems Analyst

    2 days ago

    Wokingham, Wokingham, United Kingdom Loftware Full time

    About the RoleWe are seeking a highly skilled Salesforce Business Systems Analyst to join our Business Systems team at Loftware. As a key member of our team, you will play a pivotal role in managing our instance of Salesforce and acting as the Subject Matter Expert (SME) for all connected apps.Key ResponsibilitiesManage and administer our Salesforce...

  • Salesforce Operations Analyst

    7 days ago

    Wokingham, Wokingham, United Kingdom Loftware Full time

    About the Role:We are seeking a highly skilled Salesforce Business Systems 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 SME for all connected apps.Key Responsibilities:Manage the intake and triage of new request tickets...

  • Salesforce Business Analyst

    4 days ago

    Wokingham, Wokingham, United Kingdom Loftware Full time

    About the RoleWe 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 ResponsibilitiesManage various Salesforce-related requests...

  • Salesforce Business Analyst

    4 days ago

    Wokingham, Wokingham, United Kingdom Loftware Full time

    About the RoleWe 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 ResponsibilitiesManage various Salesforce-related requests...

  • Salesforce Business Analyst

    7 days ago

    Wokingham, Wokingham, United Kingdom Loftware Full time

    About the RoleWe 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 ResponsibilitiesManage various Salesforce-related requests...

  • Business Systems Analyst

    7 days ago

    Wokingham, Wokingham, United Kingdom Loftware Full time

    Job Description:A career at Loftware is more than just a job – it's an opportunity to help shape the future of the supply chain industry.We seek a highly skilled Salesforce Business Analyst to join our Business Systems team who will play a pivotal role in assisting to manage our instance of Salesforce and acting as the SME for all connected...

  • Salesforce Systems Specialist

    1 week ago

    Wokingham, Wokingham, United Kingdom Loftware Full time

    Job DescriptionA career at Loftware is more than just a job – it's an opportunity to help shape the supply chain of the future.About the Role:We seek a highly skilled Salesforce Business Analyst to join our Business Systems team who will play a pivotal role in assisting to manage our instance of Salesforce and acting as the SME for all connected apps. You...

  • Salesforce Solutions Expert

    1 week ago

    Wokingham, Wokingham, United Kingdom Loftware Full time

    Job DescriptionA career at Loftware is more than just a job – it's an opportunity to help shape the supply chain of the future.About the Role:We seek a highly skilled Salesforce Business Analyst to join our Business Systems team who will play a pivotal role in assisting to manage our instance of Salesforce and acting as the SME for all connected apps. You...

  • Salesforce Developer

    1 month ago

    Wokingham, Wokingham, United Kingdom Concept Resourcing Full time

    Salesforce Developer - £35k-£40k - 3 days per week in Reading, Berkshire office. Salesforce Developer is sought by an IT services consultancy that provides cutting-edge solutions to businesses of all sizes. They are dedicated to helping our clients improve their processes, increase efficiency, and achieve their business goals. About the Role: We are...

  • Salesforce Customization Specialist

    4 weeks ago

    Wokingham, Wokingham, United Kingdom Concept Resourcing Full time

    Position: Salesforce Developer Salary: £35k-£40k Work Arrangement: Hybrid - 3 days per week in the office Company Overview: Concept Resourcing is an IT services consultancy committed to delivering innovative solutions tailored to businesses of various sizes. Our mission is to empower clients by enhancing their operational processes, boosting efficiency,...

  • Lead Business Analyst

    4 weeks ago

    Wokingham, Wokingham, United Kingdom National Grid Full time

    About the Role The energy sector is undergoing significant transformation as we strive towards a sustainable future. As a Lead Business Analyst, you will play a pivotal role within our Agile DevSecOps team. Your primary responsibility will be to guide a group of Business Analysts in assessing business scenarios to pinpoint and evaluate strategies for...

  • Lead Business Transformation Analyst

    4 weeks ago

    Wokingham, Wokingham, United Kingdom National Grid Full time

    About the Position The energy sector is evolving, and we are committed to fostering a sustainable future. As a Lead Business Transformation Analyst, you will play a pivotal role within our Agile DevSecOps team. Your primary responsibility will be to guide a group of Business Analysts in assessing business scenarios to pinpoint and evaluate strategies for...