Job Description
What You'll Do
A successful Lead Salesforce Business Analyst will lead the day-to-day functional delivery and execution of Salesforce initiatives, owning the assignment and progression of work across multiple projects. You will work closely with stakeholders across RevOps, Corp IT, GTM, Customer Care, IT, Finance and other internal teams to deliver innovative solutions and proof-of-concepts that support business processes, automation and transformation.
This role is responsible for managing the intake, planning, and tracking of Salesforcerelated initiatives, including facilitating sprint planning, and driving project execution through to completion. You will leverage deep Salesforce expertise to guide solution design, mitigate risks, and ensure alignment with business objectives, delivering scalable solutions that improve KPIs and ROI.
Lead Responsibilities
Planning: Align team skills and capacity with organizational goals, ensuring timely delivery of high-impact solutions.
Quality Assurance: Review and validate team deliverables including user stories, process maps, and documentation to ensure consistency and excellence.
Resource Allocation: Manage workload distribution based on business priorities, impact, and urgency.
Core Responsibilities
Act as a subject matter expert in Salesforce process re-design and optimization.
Lead the design and documentation of business processes and system workflows.
Collaborate with technical teams to configure Salesforce tools (Flows, Process Builder, Validation Rules, Lightning App Builder).
Develop and validate user stories and requirements for specifications.
Support metrics reporting and performance tracking across projects.
Work with CorpIT to ensure security configurations are properly managed for internal and external users.
What You Will Need To Be Successful
Bachelor's degree in Business Administration, Computer Science, Information Technology, or related field; Master's degree is a plus.
5+ years of experience in business analysis, with at least 2 years in a leadership or team management role
Experience with platforms such as DocuSign, Zoominfo, Salesloft is advantageous.
What You May Need To Be Successful
Lead Experience: Proven ability to lead and coordinate multiple projects from conception to completion.
Salesforce Expertise: Hands-on experience with Salesforce tools and platform configuration.
Communication: Strong verbal and written communication skills across technical and non-technical audiences.
Process Mapping: Proficiency in Visio, Lucidchart, or Miro is a plus.
Analytical Tools: Experience with Excel, Power BI, or similar platforms.
Adaptability: Comfortable working in a fast-paced, dynamic environment.
Certifications: Salesforce-Certified Administrator and/or Business Analyst preferred.
