Salesforce Business Analyst

Day to Day
Program Overview (for Recruiters)
• Consolidation of 8 CRM systems into 1 Salesforce instance
• Scope includes:
o Account & contact data
o Product hierarchy alignment
o Quoting, sales order processing, and software provisioning
o Integration with HubSpot for marketing and lead management
What This Person Will Do
• Translate business needs into functional & technical requirements
• Write user stories, acceptance criteria, and backlog items
• Support requirements across:
o Accounts & contacts
o Product hierarchies
o Quoting & order processing
o HubSpot Salesforce integration

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:


Required Skills & Experience
• 2-3 years BA experience on CRM Salesforce Cloud
• Salesforce requirements delivery experience
• Gathering requirements understand the nice to have vs requirements
• Up to 10% travel
• CRM implementation or migration experience
• Sales process knowledge
• Strong backlog discipline


Nice to Have Skills & Experience
• HubSpot or marketing automation exposure
• Product hierarchy requirements experience
• Quote to cash / CPQ exposure


Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.