Gather, document, and validate business requirements through detailed user stories, acceptance criteria, process flows, and system wireframes.
Master the operational and customer data processes that power the business, becoming a trusted advisor to guide teams through requirements and solution design.
Serve as the primary Sales Performance Management expert, with deep hands-on experience in Sales Cloud and enterprise additions like Revenue Intelligence, Sales Engagement (formerly High Velocity Sales), Sales Planning, Sales Program, and related tools.
Lead sales acceleration initiatives: work with internal and external teams to understand goals, tie them to system best practices, and orchestrate high-value implementations of tools that reps actually use.
Work cross-functionally with Marketing to ensure sales solutions support campaign attribution, lead management, and funnel optimization - helping keep the sales pipeline filled and ensuring marketing efforts are accurately reflected in deal outcomes.
Design and optimize deal management, quoting, approvals, and forecasting capabilities that support both software sellers and professional services sellers/implementers.
Provide strategic guidance and problem-solving support to stakeholders, advising on system best practices across Salesforce and commonly integrated sales tools.
Independently research and recommend scalable solutions, balancing speed, impact, and long-term maintainability.
Report on success metrics of past initiatives to inform the business value of new projects.
Collaborate cross-functionally with Admins, Developers, Analysts, and business teams to design, test, and deploy Salesforce solutions following best practices.
Requirements
5+ years of experience as a Salesforce Business Analyst (or similar role), ideally within a software or technology environment.
Deep expertise in Sales Cloud and related Salesforce products, with hands-on experience implementing Revenue Intelligence, Sales Engagement, Sales Planning, Sales Programs, and similar solutions.
Strong CRM data management experience, including improving data quality, driving regular data maintenance, and implementing automation.
Excellent written and oral communication skills, with the ability to simplify complexity and drive consensus across teams.
Demonstrated ability to support global enterprise organizations of both software sales teams and professional services sellers, understanding the unique requirements and workflows of each.
Proven ability to work with Marketing teams to support lead attribution, campaign tracking, and funnel management.
High comfort level working with operations, sales, and revenue organizations - you understand concepts like pipeline, multi-year amendments, and the operational processes behind them.
Strategic thinker who knows the first solution isn’t always the best one and is comfortable challenging the status quo to implement best practices.
Independent, proactive, and accountable - you take ownership from problem to solution and are invested in sustained success.