Sr Business Systems Analyst, SalesForce

Title : Sr Business Systems Analyst, SalesForce Primary Sales : Jason Shirley Position Type : Direct Placement Location : Alameda, CA, United States Onsite Flexibility : 0% Remote Description As Senior Business Systems Analyst, SalesForce/CRM ideal candidate will be part of the IT functional team responsible for scoping, designing, and delivering technology solutions that enable and optimize Sales, Sales Engagement, Field Inventory Management (FIM), Marketing, and Service capabilities. This role primarily supports Salesforce Sales Cloud, Marketing Cloud, and Life Sciences Cloud, along with related commercial platforms and connected enterprise systems including ERP, analytics, data, and engagement applications. Responsibilities Partner with Sales, Sales Operations, Marketing, Customer Service, Field Inventory, and related business teams to understand business needs and translate them into scalable system capabilities, enhancements, and process improvements Lead business analysis and solution design across Salesforce and related commercial platforms, including Sales Cloud, Marketing Cloud, and Life Sciences Cloud platforms Lead current-state and future-state analysis across key commercial workflows such as Campaign to Lead, Lead to Opportunity, Lead to Account, Quote to Order, Order to Cash, and field inventory operational processes, identifying opportunities for simplification, automation, and improved user experience Work with admins, developers, architects, integration teams, QA, and business stakeholders to support end-to-end solution delivery across design, build, testing, deployment, and stabilization. Support Salesforce administration and configuration activities as needed, including page layouts, Lightning pages, custom objects, fields, validation rules, reports, dashboards, flows, and related platform features. Identify opportunities to use Salesforce Flow and related platform capabilities to streamline business processes, improve routing and onboarding, reduce manual work, and support scalable operations Contribute to the evaluation and practical application of Agentforce, Data Cloud, AI-enabled workflows, and other emerging Salesforce capabilities where they can improve business outcomes, user productivity, or insight generation Break down initiatives into epics, features, and user stories in Jira or similar tools, and work closely with technical teams to clarify scope, dependencies, assumptions, and delivery needs Work with business users and project teams to define test strategies, test scenarios, and acceptance criteria; support system testing, regression testing, and user acceptance testing as needed Serve as a key point of contact for day-to-day operation, enhancement planning, and issue resolution for assigned Go-to-Market platforms, including Salesforce and related commercial applications Support upstream and downstream process alignment across CRM and connected systems such as ERP, MDM, quoting/CPQ, analytics, service, marketing, and engagement platforms Requirements A Bachelor's degree in business administration or Information Technology or related field with 7+ years of experience as a Business Systems Analyst working with cloud-based CRM platforms or equivalent combination of education and experience Strong experience as a Business Systems Analyst supporting Salesforce-based CRM platforms in commercial or customer-facing environments Strong working knowledge of Salesforce Sales Cloud and familiarity with Marketing Cloud and/or Life Sciences Cloud Solid understanding of Salesforce platform fundamentals, including data model, security model, role hierarchy, page layouts, Lightning pages, reporting, dashboards, and Flow. #J-18808-Ljbffr Everest Consultants, Inc.