Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Salesforce Business Analyst

Insight Global

Job Description

Salesforce Business Analyst will support the Office Division on Salesforce and work closely with Sr. Leaders and users

to support and enhance the Customer Relationship Management System (Salesforce CRM) allowing us to attract and

retain our customers and ensure operational efficacy. Work closely with leadership to design and document workflows,

assist with and define/ support solutions for new business unit ideas, trends, and concepts appropriately through the

latest technological paths. Analyze and document complex business processes, gather and interpret relevant information

to thoroughly understand the customer’s/users’ requirements, then translate findings into specific software requirements.

The analyst then guides the solution through the testing process with an eye on the Software Development Life-Cycle

(SDLC). This role will play a strategic role in managing stakeholders, assisting with change management activities and

influencing decision making to arrive at an optimal and cost-effective solution. The Office Salesforce platform serves

hundreds of users across multiple departments, requiring a strategic, scalable approach to enhancements. Collaborates

with cross-functional teams, including operations, marketing, and external vendors.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to View email address on click.appcast.io learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:

Skills and Requirements

● Bachelor’s Degree from an accredited institution in Business Administration, Computer Science or related field

● Minimum 7 years of experience with a minimum of 5 years of experience as a Salesforce Business Analyst or

Business Systems Analyst

● Salesforce Sales Cloud Experience

● Familiarity with SDLC (Waterfall & Agile) methodologies and use of tools like Jira/Confluence is required

● Strong working knowledge of Salesforce Reports and Dashboards.

● Understanding of Relational Database architecture and experience writing SQL/SOQL SELECT statements for data

analysis

● Experience leading meetings, ability to independently conduct UAT, and ability to extract data and evaluate report

options. Familiarity with principles of effective project management.

● Solid mathematical and technology aptitude

● Strong project management skills and coordination skills.

● Ability to analyze and document complex business processes.

● Ability to think analytically, gather and interpret data to successfully solve problems.

● Must be able to understand technical concepts of the system environment.

● Expertise in Google Suite, especially Docs, Sheets, Slides and Lucid Charts.

● Knowledge of and experience with MRI and other commercial or residential real estate applications is preferred

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Salesforce Business Analyst in Newport Beach, CA vacancy
  • $112k - $149k

     ...bringing the expertise, technology, and business model of the 21st century’s most innovative...  ...is seeking a world-class S&OP Planning Analyst (internally known at Anduril as Demand &...  ...Oracle, NetSuite, and CRM systems like Salesforce.Ability to travel up to 10% of the time.... 
    Salesforce
    Full time
    Work experience placement
    Local area
    Immediate start
    Relocation
    Flexible hours

    Anduril Industries

    Costa Mesa, CA
    4 days ago
  • $65k - $85k

     ...analytical, or systems-focused role such as business analysis, data analysis, sales or...  ...following: CRM platforms such as HubSpot, Salesforce, Zoho, or GoHighLevel; marketing or SMS...  ...hiring three full-time Technical Business Analysts for our Newport Beach, California office... 
    Salesforce
    Full time
    Work at office

    AUTOMOTIVE SERVICE FACILIT LLC

    Newport Beach, CA
    3 days ago
  •  ...to the domain of Cloud Computing, where we provide Salesforce CRM to effectively manage one’s business and ease out all the operations by giving an easy platform...  ...disaster and recovery would be preferred. Business Analyst position (functional role) 4 month contract - until... 
    Salesforce
    Contract work

    360 IT Professionals

    Costa Mesa, CA
    3 days ago
  • Choose To Make A DifferenceSummaryThe Senior Business Analyst - Salesforce works with key stakeholders to evaluate business and application processes and proposes solutions that improve organizational efficiency, increased automation opportunities, and reducing organizational... 
    Salesforce

    West Coast University

    Irvine, CA
    4 days ago
  •  ...Job Title Qualifications: Bachelor's degree in Business Administration, Information Technology, or a related...  ...field. Five plus years of experience as a business analyst, with at least three years focused on Salesforce. Strong knowledge of Salesforce functionalities, including... 
    Salesforce

    ClifyX

    Irvine, CA
    2 days ago
  • Salesforce Business Analyst Irvine, CA/ Onsite Job Summary A Salesforce (SFDC) Business Analyst acts as the bridge between business stakeholders and technical teams, ensuring that Salesforce solutions align with business needs. The role involves gathering requirements,... 
    Salesforce

    Elevance Systems

    Irvine, CA
    4 days ago
  •  ...Salesforce Business Analyst Position Summary The Salesforce Business Analyst supports the Salesforce platform and works closely with senior leadership and end users to enhance the Customer Relationship Management (CRM) system. This role is responsible for improving... 
    Salesforce

    OSTechnical

    Irvine, CA
    2 days ago
  •  ...The Business Development Manager serves as a trusted advisor, market advancer, and pipeline strategist. This role is critical in driving...  ...technical solutions. Proficiency with CRM tools (HubSpot, Salesforce, or equivalent). Bachelor’s degree in Business, Marketing,... 
    Salesforce
    Full time

    Helixstorm

    Costa Mesa, CA
    1 day ago
  • Salesforce Business Analyst Our client is looking for a Salesforce Business Analyst who enjoys solving complex business challenges, partnering with cross-functional teams, and driving meaningful technology improvements. This is an opportunity to play a key role in shaping... 
    Salesforce
    Local area
    Visa sponsorship

    Irvine Technology

    Irvine, CA
    1 day ago
  •  ...and defense programs.This role is part of our Space and Launch business, which has contributed to the nation’s space programs for...  ...decisions.Familiarity with defense-oriented CRM platforms such as Salesforce GovCon or Deltek, with experience maintaining accurate pipeline... 
    Salesforce
    Permanent employment
    For contractors
    Work at office

    Karman Space & Defense

    Huntington Beach, CA
    4 days ago
  • Job Description:We're actively seeking a talented Business Analyst Consultant to join our Advanced Analytics team. This role is on-site 4 days per week and work from home 1 day per week in Newport Beach, CA. If you are not currently located near one of our offices, we... 
    Full time
    Work from home
    Relocation package
    Flexible hours
    1 day per week

    Pacific Life Insurance Company

    Newport Beach, CA
    1 day ago
  •  ...We are seeking a detail-oriented and client service driven Business Development Specialist to manage and support the Retirement...  ...and communication abilities. Comfortable using CRM systems (Salesforce), data feeds, and performance reporting software. Knowledge... 
    Salesforce

    Beacon Pointe Advisors

    Newport Beach, CA
    4 days ago
  •  ...#LI-Hybrid Responsibilities We are currently seeking a Business Development Manager to support our Costa Mesa, CA practice,...  ...Business Development. Plan and report on sales activity using Salesforce CRM enterprise application. Play a role in delivering... 
    Salesforce
    Full time

    CBIZ

    Costa Mesa, CA
    4 days ago
  • $159.97k - $188.2k

     ...we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling...  ...opportunities.• Ability to travel as required.• Proficient in Salesforce, MS Excel, MS Word and MS PowerPoint.If there’s anything we... 
    Salesforce
    Full time
    Local area

    US Bank

    Newport Beach, CA
    1 day ago
  • Business Development Specialist - Retirement Plan Services We are seeking a detail‑oriented and client service-driven Business Development...  ...and communication abilities. Comfortable using CRM systems (Salesforce), data feeds, and performance reporting software. Knowledge... 
    Salesforce

    Beacon Pointe Advisors LLC

    Newport Beach, CA
    1 day ago
  • $85k - $100k

    Job Title: Business Operations Analyst Location: California (Remote/Hybrid) Employment Type: Full-time Salary: $85,000 - $100,000 per year (dependent on experience, education, and market factors) Date Posted: 07-02-2026 About The Role The Business Operations Analyst supports... 
    Full time
    Contract work
    Work at office
    Remote work
    Work from home

    Clarvida

    Costa Mesa, CA
    2 days ago
  • $90.95k - $141.45k

     ...your future with us. The Boeing Company is seeking a Business Operations and Knowledge Management Analyst to join the Law Department within the Law and...  ...platforms and legal research databases. Experience with Salesforce reporting and dashboards for data analysis. Hybrid... 
    Salesforce
    Permanent employment
    Relocation package
    Shift work
    Day shift
    3 days per week

    Nashville Public Radio

    Seal Beach, CA
    2 days ago
  • $95.55k - $195.25k

    Position Summary If you are energized by solving complex business problems through technology and want to help shape the future of global tax delivery, consider joining the US Tax Transformation technology team. This is an opportunity to play a meaningful role in... 
    Work at office
    Local area
    Visa sponsorship
    2 days per week
    3 days per week

    Deloitte

    Costa Mesa, CA
    7 hours ago
  • Job Description:As a Senior Business Analyst, you will play a key role on Pacific Life's Digital Transformation FAST Contract Administration Team, serving as a trusted partner to business stakeholders, leadership, and technology teams. In this role, you will analyze business... 
    Full time
    Contract work
    Work experience placement
    Work at office
    Flexible hours

    Pacific Life Insurance Company

    Newport Beach, CA
    3 days ago
  •  ...external systems Ability to create scripts and workflows to meet business requirements Develop, test and deploy NetSuite customizations...  ...multiple software platforms (Celigo, Concur, Avalara, Salesforce, Payroll, etc) with NetSuite. Strong working knowledge of NetSuite... 
    Salesforce

    Eastvantage Careers

    Newport Beach, CA
    3 days ago
  •  ...complex inquiries primarily, but not solely, for our Multilife business, which includes corporate-owned (COLI), corporate-sponsored and...  ...within either the 110H as a Specialist or 111H grade level as an Analyst.#LI-TB1Base Pay Range:The base pay range noted represents the... 
    Full time
    Work at office
    Flexible hours

    Pacific Life Insurance Company

    Newport Beach, CA
    7 hours ago
  •  ...balance, and resources to make a positive impact on the future - including your own.We’re actively seeking a talented Sr Business Systems Analyst(PPM) to join our Enterprise Financial Solutions team. This role will be 4 days onsite in either our Newport Beach, CA or Charlotte... 
    Full time
    Work at office
    Relocation package
    Flexible hours

    Pacific Life Insurance Company

    Newport Beach, CA
    3 days ago
  • $30 - $42 per hour

     ...that enhance project outcomes. Qualifications : Bachelor's degree in Business Administration, Finance, Engineering, or any other related field. Proven experience as a Business Analyst or in a similar role, preferably within a project based environment. A proactive... 
    Hourly pay
    For contractors
    Work from home
    Flexible hours

    JLM Strategic Talent Partners

    Costa Mesa, CA
    2 days ago
  • $193.3k - $292k

    Position Summary Salesforce Life Sciences Senior Manager Our Deloitte Customer team...  ...services, and field excellence. You will shape business strategy, lead requirements and process...  ..., Service Cloud Consultant, Business Analyst, or Health Cloud Accreditation.2+ years... 
    Salesforce
    Local area
    Visa sponsorship

    Deloitte

    Costa Mesa, CA
    3 days ago
  • $125k - $295k

     ...experiences that drive engagement, satisfaction, and ultimately, business growth. This role bridges the gap between raw data and...  ...hands-on experience with the Adobe stack (AEM + AEP) and CRM (Salesforce)Strategic Thinking: Ability to translate complex data into actionable... 
    Salesforce
    Work at office

    VML

    Costa Mesa, CA
    4 days ago
  • $130k - $160k

     ...Job Description Job Description Position Summary The Business Analyst is the execution partner for CoreVest’s lending technology platforms...  ...origination and fulfillment lifecycle. Analyze data and Salesforce configuration so requirements are grounded in how the system... 
    Salesforce
    Work experience placement

    Redwood Trust Inc

    Irvine, CA
    6 days ago
  • $84.3k - $173.3k

    Position Summary Are you a business development professional with a passion for leveraging relationships to drive revenue growth...  ..., and Deloitte messaging (g., audit innovation).Leverage Salesforce CRM system to track progress of full-service accounts as well... 
    Salesforce
    Work at office
    Local area

    Deloitte

    Costa Mesa, CA
    4 days ago
  • $18 per hour

     ...externally to customers with precision and clarity. Handle data entry tasks accurately and efficiently, while managing records in Salesforce and other systems as required. Draft and respond to emails and written documentation with strong attention to detail and... 
    Salesforce
    Permanent employment
    Temporary work
    Local area

    Ultimate Staffing

    Costa Mesa, CA
    2 days ago
  •  ...DifferenceReporting to the Associate Director, Business Intelligence, the Senior Business Intelligence Analyst partners with operational groups across the organization...  ...using Campus Vue, Blackboard, Canvas, Salesforce, and Anthology.• Experience creating data visualizations... 
    Salesforce

    West Coast University

    Irvine, CA
    4 days ago
  •  ...Sales Management Guides employees in all aspects of the business, as required for the role and in coordination with the general...  ...and maintains self-esteem. Master's the utilization of the Salesforce system and coaches' sales associates in the appropriate use of... 
    Salesforce
    Full time
    Shift work
    Day shift
    Afternoon shift

    Robbins Brothers

    Costa Mesa, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Salesforce Business Analyst. Be the first to apply!