Position Summary
We are seeking an experienced Salesforce Business Analyst to provide ongoing, post-implementation support for our sales organization. This role will serve as the primary point of contact for Salesforce-related enhancements, troubleshooting, and process optimization after go-live. The ideal candidate will have a deep understanding of Salesforce functionality, sales processes, and data management, with bonus points for Accounting Seed experience. This is a hands-on role that requires strong analytical skills, excellent communication abilities, and a passion for turning business needs into scalable Salesforce solutions. As our organization grows, this position will play a critical role in shaping the team and processes, with opportunities to lead and mentor additional resources in the future.

Key Responsibilities

• Post-Implementation Support & Optimization
• Serve as the Salesforce subject matter expert for the sales and client service teams, addressing questions, resolving issues, and providing best-practice guidance.
• Partner with sales and client service leadership to identify and implement process improvements that maximize Salesforce adoption and efficiency.
• Maintain data integrity through regular audits, deduplication, and workflow validation.
• Configure Salesforce fields, page layouts, reports, dashboards, and automation rules as needed.
• Business Analysis & Requirements Gathering
• Collaborate with sales, finance, and operations teams to document business requirements and translate them into technical specifications.
• Conduct impact analysis for proposed changes and enhancements.
• Facilitate user acceptance testing (UAT) and ensure successful rollout of updates.
• Cross-Functional Integration
• Work closely with finance and client service teams to ensure smooth integration between Salesforce and Accounting Seed (or other financial systems).
• Assist in designing and refining reporting and analytics that bridge sales and financial data.
• Training & Documentation
• Develop and deliver Salesforce training sessions for new and existing users.
• Maintain clear and up-to-date documentation on system processes, workflows, and enhancements.

Qualifications

• Required:
• 4+ years of experience as a Salesforce Business Analyst, Administrator, or similar role.
• Deep hands-on Salesforce expertise (Sales Cloud required; FSC or other modules a plus).
• Proven ability to translate business needs into effective technical solutions within Salesforce.
• Strong skills in Salesforce reporting, dashboards, workflow rules, and automation tools (e.g., Flow).
• Excellent organizational, problem-solving, and communication skills.
• Preferred:
• Experience with Accounting Seed or other Salesforce-native financial applications.
• Salesforce Administrator or Business Analyst certification.
• Background supporting sales operations and/or finance teams.

Key Competencies

• Analytical mindset with attention to detail.
• Ability to work both independently and collaboratively in a cross-functional environment.
• Adaptability to evolving priorities and growing team needs.
• Strong customer-service orientation with a focus on user adoption and satisfaction.

• Post-Implementation Support & Optimization
• Serve as the Salesforce subject matter expert for the sales and client service teams, addressing questions, resolving issues, and providing best-practice guidance.
• Partner with sales and client service leadership to identify and implement process improvements that maximize Salesforce adoption and efficiency.
• Maintain data integrity through regular audits, deduplication, and workflow validation.
• Configure Salesforce fields, page layouts, reports, dashboards, and automation rules as needed.
• Business Analysis & Requirements Gathering
• Collaborate with sales, finance, and operations teams to document business requirements and translate them into technical specifications.
• Conduct impact analysis for proposed changes and enhancements.
• Facilitate user acceptance testing (UAT) and ensure successful rollout of updates.
• Cross-Functional Integration
• Work closely with finance and client service teams to ensure smooth integration between Salesforce and Accounting Seed (or other financial systems).
• Assist in designing and refining reporting and analytics that bridge sales and financial data.
• Training & Documentation
• Develop and deliver Salesforce training sessions for new and existing users.
• Maintain clear and up-to-date documentation on system processes, workflows, and enhancements