Role Snapshot
The Salesforce Administrator & Business Analyst plays a critical role in aligning sales, marketing, and account management activities through effective CRM design (CEP, SEP, MAP), data integration, and business insight. This position owns the day-to-day administration of Salesforce while partnering across departments to turn data into actionable intelligence that drives customer engagement, pipeline growth, and corporate operational efficiency.
This role is ideal for a self-directed professional who enjoys solving problems, improving systems, and enabling teams with accurate data, clear reporting, and effective training.
What You’ll Do
Salesforce Administration & Enablement
- Administer and optimize Salesforce CRM and Marketing Cloud platforms and leverage related system connectors/integrations
- Perform user maintenance, data cleanup, de-duplication, and mass data uploads
- Build and maintain custom reports, automations, dashboards, and system documentation and compliance
- Manage feature requests and support backlog, partnering with leadership on prioritization
- Align Salesforce functionality with evolving business needs and best practices
Training & Adoption
- Develop and deliver Salesforce training for sales, marketing, and account management and reliability teams
- Maintain up-to-date training materials and communicate new releases and enhancements
- Support CRM adoption, accountability, and data quality across the organization
Business Analysis & Data Strategy
- Build, generate,segmentand analyze business reports across the full customer lifecycle using Salesforce, Excel, SQL queries, ZoomInfo and other proprietary software