Associate CRM Business Analyst
Fortive
full-time
Posted on:
Location: Pennsylvania • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
Tech Stack
AzureCloud
About the role
- Manage users, roles, profiles, permission sets, and sharing rules.
- Maintain data quality through regular audits, duplicate management, and sandbox refreshes.
- Configure custom objects, fields, page layouts, record types, flows, validation rules, and approval processes.
- Create and maintain reports, dashboards, and list views for business stakeholders.
- Provide Tier-2 support during the afternoon shift, troubleshooting user issues and logging bugs.
- Collaborate with business stakeholders to gather requirements, define needs, and translate them into Salesforce solutions.
- Assist in documenting business processes, system enhancements, and functional requirements.
- Support UAT (User Acceptance Testing), test scripts, and deployment of new features.
- Partner with senior Salesforce professionals to ensure alignment with best practices and business priorities.
- Contribute to light technical tasks (e.g., SOQL queries, small Apex/Flow adjustments) when needed.
Requirements
- Bachelor’s degree in Business Administration, Information Systems, or related field (or equivalent experience).
- 1–3 years of hands-on Salesforce administration experience.
- Strong understanding of flows, validation rules, reports, dashboards, and other core admin tools.
- Experience gathering requirements and documenting processes in a business or IT environment.
- Strong problem-solving skills and the ability to communicate clearly with both technical and non-technical stakeholders.
- Exposure to Agile methodologies and comfort working in cross-functional teams.
- Salesforce Administrator certification strongly preferred but not required.
- Exposure to Salesforce business processes such as Sales Cloud, Service Cloud, CPQ, or Marketing Cloud.
- Familiarity with integration concepts and data migration tools (Data Loader, Workbench, etc.).
- Knowledge of Jira, Azure DevOps, or similar project tracking tools.
- Interest in developing BA skills such as requirements elicitation, process mapping, and stakeholder management.