Senior Business Analyst, Sales & Service (CPQ/CRM) - Georgetown, Ontario

at  MoldMasters

The Senior Business Analyst for Sales and Service will play a crucial role in bridging the gap between business needs and technology solutions. In this role, you will leverage Salesforce and other sales technologies to both optimize and streamline business processes and deliver capabilities and solutions. The ideal candidate will partner with IT, cross functional teams and stakeholders to understand business requirements and translate those business needs into technical specifications.
This job requires a seasoned professional with over 5 years of experience in Salesforce administration or functional analysis. The ideal candidate should have hands-on experience with Salesforce Service, Field Service, and/or Sales Cloud and familiarity with Tacton CPQ or similar configure, price, quote (CPQ) solutions. The role demands a strong understanding of Agile project management methodology. The candidate must possess excellent communication skills and business analysis skills, as they will be instrumental in liaising between various stakeholders and translating business needs into technical requirements.
This role works primarily onsite at our Georgetown, Ontario location (233 Armstrong Ave). Candidate must be able to commute and work onsite from this facility.

What you’ll do:

• Partner with the business to identify, document, and prioritize business requirements,
• Ensure deep understanding of business processes and objectives and keep all users informed and aligned with system changes.
• Translate business needs into user stories, functional specifications, and testing scenarios.
• Utilize Salesforce.com and Tacton CPQ to enhance Sales & Service functions, manage sales reporting, and perform routine administration tasks including configuring workflows and leveraging AppExchange products.
• Maximize system value through best practices for business process and the respective business applications.
• Monitor and recommend improvements for data quality, integrity, security, and governance within the Salesforce system and Tacton systems, including process optimizations.
• Coordinate project management with offshore teams using Agile methods and assist with other business tools that integrate with Salesforce and Tacton CPQ.
• Empower users to utilize Salesforce and Tacton CPQ through training, feedback collection, and guiding best practices for user experience.
• Create and maintain comprehensive documentation of system configurations, processes, and changes.

Basic Qualifications:

• 5+ years of experience in Salesforce administration or functional analysis
• Experience with Salesforce Service, Field Service and/or Sales Cloud.
• Experience with Tacton CPQ or similar configure, price, quote (CPQ) solutions.
• Experience with Agile project management methodology.
• Excellent communication skills and business analysis skills.

Preferred Qualifications:

• Experience with Project Management Tools (e.g. DevOps, Jira, MS Project).
• Certified Salesforce Administrator.
• Experience in manufacturing industry.

• Partner with the business to identify, document, and prioritize business requirements,
• Ensure deep understanding of business processes and objectives and keep all users informed and aligned with system changes.
• Translate business needs into user stories, functional specifications, and testing scenarios.
• Utilize Salesforce.com and Tacton CPQ to enhance Sales & Service functions, manage sales reporting, and perform routine administration tasks including configuring workflows and leveraging AppExchange products.
• Maximize system value through best practices for business process and the respective business applications.
• Monitor and recommend improvements for data quality, integrity, security, and governance within the Salesforce system and Tacton systems, including process optimizations.
• Coordinate project management with offshore teams using Agile methods and assist with other business tools that integrate with Salesforce and Tacton CPQ.
• Empower users to utilize Salesforce and Tacton CPQ through training, feedback collection, and guiding best practices for user experience.
• Create and maintain comprehensive documentation of system configurations, processes, and changes