Fortive

Associate CRM Business Analyst

Fortive

full-time

Posted on:

Origin:  • 🇺🇸 United States • Pennsylvania

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Job 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.