CRM Business Analyst (Salesforce Administrator)
Bowling Green State UniversitySummary
Posting was modified on December 9th with revised minimum requirements.
Reporting to the Senior Director for Corporate Partnerships, the CRM Business Analyst provides the technical direction and oversight for the alternative-credit and non-credit enterprise at BGSU, including system development and oversight, implementation, and maintenance of the CRM platform and related applications (Ex. Salesforce Marketing and Commerce Cloud Services). This person will support complex technical projects and performs system analysis.Essential Functions
Fulfill business analysis duties on projects and initiatives:
- Meet with stakeholders to understand business needs
- Facilitate discovery and document requirements
- Write user stories and prepare process maps
- Collaborate with ITS/other if necessary, on solution design
- Participates in the implementation and maintenance of vendor software releases and impact
Daily Administration of CRM Platform and the dedicated instance of Canvas:
- Serve as the functional lead for system upgrades and maintenance, including account maintenance, security, creation of reports/dashboards, and workflows.
- Work with ITS on the initial set up and implementation of systems.
- Meet with campus partners to create process maps and design business solutions.
- Maintain data integrity via system audits, reviews, and modifications. Maintain business operations of the unit, including working with subject matter experts who provide course content.
Provide training and support to end users.
- Design and facilitate trainings for users in CRM Platform.
- Provide first-line service response for users in CRM Platform.
- Develop and maintain internal technical documentation related to CRM functionality.
- Design and build new features/solutions.
- Apply creative problem-solving and fluent communications skills to translate users’ business needs into CRM platform concepts, including defining technical and configuration tasks.
- Coordinate ongoing prioritization, shaping, documentation, and delivery of CRM Platform solutions
- Design and prototype proof-of-concept solutions within CRM.
Other Duties:
- Participate in or lead professional development sessions (technical and non-technical), serve on committees and teams (ad hoc and ongoing) as indicated/appointed by supervisor, and perform other related duties as assigned.
Minimum Qualifications
Revisions were made to the Minimum Requirements on December 9, 2024.
The following Degree is required:
Bachelor’s degree. Degree must be conferred at time of application.
The following Experience is required:
(Two years of experience as a graduate assistant or student employee equals one year of professional experience):
- 2 years of experience in project management
- 2 years of experience administering a CRM technology tool
- 2 years of experience designing reports and queries to aid in business decisions
The following Degree is preferred:- Master's Degree
- Degree in a computer science or related field
Experience designing and implementing Salesforce solutions based on users' needs
- Experience designing, creating and managing Salesforce custom apps, objects, fields, formulas, validation rules, views, user access, reports and flows
- Experience building and navigating a multi-tenant enterprise Salesforce instance
- Experience developing data integration pipelines to connect Salesforce with ancillary business tools
- 2 years of writing Functional specifications and assisting with technical specifications
- 2 years of experience providing Business Analysis work such as:
- Developing and assessing business cases for change and documenting business processes
Additional Information
Knowledge, Skills and Abilities:
- Effective project management skills
- Experience coordinating the efforts of others, leading teams, committees and task groups to accomplish goals and objectives
- Experience supporting Salesforce
- Strong problem solving skills and knowledge in areas such as reporting, business process design and business operations
- Excellent oral and written communication skills and interpersonal skills
- Ability to work well under pressure, meet timeframes and prioritize work
- Demonstrated ability to collaborate and build strong effective working relationships across units
- Working knowledge of Microsoft applications
- Ability to manage large complex projects across an organization
- Experience in developing training programs/materials
- Ability to assess training and learning effectiveness
- Experience in a higher education environment
Required Documents to Upload to Application: Cover Letter and Resume
Deadline to apply: Posting was modified on December 9th with revised minimum requirements. The search committee will review applications until the position is filled. For best consideration, applications should be provided by December 23, 2024.
BGSU does not offer H-1B or other work authorization visa sponsorship for this position. Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term.
Bowling Green State University is an Affirmative Action/Equal Opportunity Educator and Employer . We are committed to a multicultural environment and strongly encourage applications from women, minorities, veterans and persons with disabilities. In compliance with the ADA Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position with Bowling Green State University, please call 419-372-8421 or email ohr@bgsu.edu.