Business Systems Analyst - Salesforce CRM
Perfict Global
Business Systems Analyst - Salesforce CRM
Location: Pleasanton, CA
Duration: 6 Month Contract Onsite Position
Roles and Responsibilities:
- Partner with business and technical teams to gather, document, and analyze business requirements for Salesforce Sales Cloud, Marketing Cloud and other initiatives.
- Develop comprehensive Business Requirement Documents (BRDs), Product Requirement Documents (PRDs), User Stories, and User Acceptance Criteria in collaboration with Product and Engineering teams.
- Build user journeys, process flows, and system diagrams to visualize and communicate business processes and solution designs.
- Support the backlog management and grooming process, ensuring clear prioritization and alignment with business goals.
- Collaborate with engineering and QA teams during development and UAT to validate solutions meet business expectations.
- Maintain accurate and updated documentation using Confluence and track development progress using Jira.
- Create and deliver PowerPoint presentations and Smartsheet reports to summarize project progress, key findings, and recommendations for leadership.
- Serve as a subject matter expert on Salesforce capabilities and data flows, identifying opportunities to optimize business processes and system usage.
- Support change management, end-user training, and documentation as part of new feature rollouts and enhancements
Must Have:
- 35 years of hands-on experience as a Business Systems Analyst, preferably supporting Salesforce CRM platforms (Sales Cloud and/or Marketing Cloud).
- Strong proficiency in Jira and Confluence for requirements tracking and documentation.
- Proven experience in creating BRDs, PRDs, user stories, acceptance criteria, and process documentation.
- Demonstrated ability to build user journeys, workflows, and diagrams using tools such as Lucidchart, Visio, or Miro.
- Strong communication, presentation, and documentation skills, able to clearly convey complex information to both technical and non-technical audiences.
- Experience preparing executive-ready PowerPoint decks and managing deliverables via Smartsheet or similar tools.
- Working knowledge of Salesforce platform capabilities, data model, and integration patterns
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Business Systems Analyst - Salesforce CRM in Pleasanton, CA vacancy
$194.83k - $252k
...is looking for a Sr Product Owner in Pleasanton, CA to lead the Salesforce-Conga product development. The ideal candidate will be... ...customer experiences. With a Master's degree and experience in CRM and AI strategy, you will analyze data to uncover insights for...SalesforceFull time- ...internal and external technical resources, business partners, product managers, architect,... ...analysis and light design for the Salesforce platform and related technical areas... ...development and deployment of new projects & system improvements. Responsible for understanding...Salesforce
3B Staffing LLC
Pleasanton, CA1 day ago - ...Salesforce Business System Analyst Rootshell Enterprise Technologies Inc. is a recognized provider of professional IT Consulting services in the US. We are actively seeking a Salesforce Business System Analyst for one of our clients. Location: Pleasanton, CA (Hybrid...SalesforceContract work
Rootshell Inc
Pleasanton, CA1 day ago $133.26k - $168k
## Salesforce Business Systems AnalystApplyremote type: Flexlocations: USA, CA, Pleasantontime type: Full Timeposted on: Posted Yesterdaytime left... ...technical resources, as well as functional Business Analysts and Project Managers. Translates business needs into actionable...SalesforceWork at officeRemote workFlexible hours$133.26k - $168k
...as a liaison between IT and business functions to analyze complex... ...identifying, evaluating and developing systems and procedures that are cost... ...well as functional Business Analysts and Project Managers.... ...analysis and light design for the Salesforce platform, and related...SalesforceFull timeFor contractorsInternshipWork at officeLocal areaRemote workFlexible hours$60 - $75 per hour
...to expand services within accounts. Desired Experience 6 – 10+ years leading client-facing delivery for CRM or enterprise SaaS programs, including Salesforce implementations, enhancements, and platform optimization initiatives. Demonstrated ability to coordinate delivery...SalesforceRemote workLanceSoft
Pleasanton, CA3 days ago- We are seeking an experienced Business Data Analyst III to support marketing leadership with actionable insights. This... ...journey optimization. Familiarity with CRM and marketing automation platforms (e.g., Salesforce, HubSpot, Marketo). Certifications (if any) Certified...Salesforce
$300k
...sales proposals for potential roofing projects. The ideal candidate will have construction sales experience and proficiency in Salesforce CRM. This position offers substantial earnings potential exceeding $300,000 annually, plus extensive benefits including health insurance...SalesforceFor contractors- ...candidate will have a Bachelor's degree, 2 years of experience in a corporate role, and proficiency in Microsoft 365 CoPilot, AI tools, and Salesforce CRM. Exceptional communication and marketing skills are essential for success in this position. #J-18808-Ljbffr NutanixSalesforce
- ...Retail Media Network • Ensures accurate CRM hygiene with an emphasis on post-IO... ...engagement with the customer, ensuring any business churn risks are identified as early as possible... ...experience * Working knowledge of Salesforce is strongly preferred. perience EEO...SalesforceWork at officeRemote work
Mindlance
Pleasanton, CA5 days ago $300k
...required Commercial roofing experience/knowledge is preferred Salesforce CRM experience is preferred Bilingual Spanish proficiency is a... ...crews, for the installation and service of all major roof systems, who are highly trained and experienced with a focus on...SalesforceFor contractorsWork at officeFlexible hoursNight shiftCentiMark
Livermore, CA1 day ago- ...and replacements Coordinate with Shipping and Accounting teams for timely fulfillment Maintain records in ERP/CRM systems such as Oracle, Salesforce, and SAP Support hospitals, surgery centers, and internal sales representative Requirements: ~2+ years of...SalesforceTemporary workWork at office
- ...professional IT Consulting services in the US. We are actively seeking Salesforce Solution Architect for one of our client, Please share your... ...Experience in integrating Salesforce with third-party systems using REST, SOAP, and other integration methods. Deep...Salesforce
Rootshell Enterprise Technologies
Pleasanton, CA5 days ago $60k - $120k
Veeva Systems, Inc. is seeking an Associate Product Manager for Vault CRM in Pleasanton, California. This role involves defining product roadmaps and specifications for our innovative CRM solution, working alongside various stakeholders to ensure high-quality deliverables...- ...Job Title : Salesforce Architect Location : Pleasanton, CA office (Hybrid Role) Duration Long Tern Roles & Responsibilities... ...background They must have designed large and complex Salesforce systems. This means they understand how to structure data how to...SalesforceWork at office
Perfict Global, Inc.
Pleasanton, CA3 days ago - ...direction and collaborate with experts in delivering AI-powered CRM solutions. The role involves full product lifecycle participation... ...skills. Competitive compensation and flexible working options are offered in a value-driven environment. #J-18808-Ljbffr Veeva SystemsRemote jobFlexible hours
$103.1k - $154.7k
...process renewals accurately and on time, using Salesforce, CPQ, and CLM as core tools.... ...applying discount guardrails and maintaining system integrity (Salesforce, CPQ, CLM) for revenue... ...Qualifications Hands‑on experience with Salesforce CRM, including opportunity management,...SalesforceContract work- Veeva Systems, Inc. is seeking a Senior Product Manager for Patient CRM, focusing on patient-centric software solutions in the health tech space. This role entails developing a roadmap for patient engagement and collaborating across product teams to optimize features for...Remote jobFlexible hours
$144.5k - $170k
...bringing passion and customer focus to the business of enterprise applications. Since... ...are accurately reflected and maintained in Salesforce, providing weekly updates, monthly projections... ...applications to business users - ERP, CRM, HCM solution knowledge Strong...SalesforceTemporary workWork at officeShift work3 days per weekBlackline Systems Inc
Pleasanton, CA4 days ago$110k - $140k
...Enterprise Applications Analyst is responsible for... ...and improving enterprise business applications used across... ...ensure critical enterprise systems are reliable, secure,... ...NetSuite, MRP systems, Salesforce, SolidWorks PDM, Propel... ...such as ERP, MRP, CRM, PLM, PDM, MES, and reporting...SalesforceFull timeWork experience placement$150k
...Marketing Director. Documenting all interactions in our CRM to ensure efficient follow-up and organization. What... ...and groups. Tech-Savvy: Comfortable utilizing a CRM system to manage and track sales activity (Salesforce) and Microsoft Office (Word, Excel, Outlook) Sales...SalesforceBi-weekly payFull timeWork at officeStoneridge Creek Pleasanton
Pleasanton, CA4 days ago$52.88k - $88k
...proposals based on prospect needs, challenges, and business goals. Maintain accurate records of all sales activities in the CRM system. Partner with cross‑functional teams to... .... Proficiency with CRM systems (e.g., Salesforce), sales engagement tools, and prospecting...Salesforce- ...Define and drive growth roadmaps aligned with business objectives. Ensure revenue... ...Represent the company in industry forums, analyst briefings, and client summits. P&L & Board... ...understanding of Cloud, Infra, AI/Analytics, ERP, CRM, Security, and Digital services....Salesforce
TruGlobal Inc
Dublin, CA1 day ago $65k
...customer records and document interactions and opportunities in CRM. Perform other duties as assigned. Qualifications 4+ years'... ...2+ years' sales experience Experience using a CRM, preferably Salesforce.com Ability to multi-task with high degree of attention to detail...SalesforceNight shift$140k - $160k
...performance marketing, and sales teams to translate their business goals into executable campaigns and automations. No... ...performance reports. HubSpot certification preferred. Salesforce experience also expected for CRM data alignment and campaign attribution. Positive...SalesforceMonday to FridayVagaro Inc
Pleasanton, CA4 days ago$55k - $95k
...pivotal role in shaping customer relationships and driving business growth. From nurturing existing accounts to hunting for... ...~ Tech-savviness – proficiency in Microsoft Office and CRM tools like Salesforce is a plus. ~ Have the ability to occasionally lift or carry...SalesforceMinimum wageContract workInternshipWork at officeUS Foods
Livermore, CA1 day ago$21.64 per hour
...experience. Maintain accurate records in CRM and prepare clear reporting for... ...able to prioritize across a large book of business. Nice to have: Familiarity with... ...legal marketing platforms Experience with Salesforce (or similar CRM) and email tools such as...SalesforceHourly payTemporary workFlexible hoursInternet Brands
Pleasanton, CA1 day ago- ...driving volume growth and capturing new business opportunities through field engagement... ...documentation in a timely manner. Use Salesforce, Power BI, and other tools to track... ...minimal supervision. ~ Proficiency with CRM systems and sales reporting tools (Salesforce...SalesforceFull timeLocal areaRemote workLong distance
- ...customer records and document interactions and opportunities in CRM. Perform other duties as assigned. Why Join Us Competitive... ...2+ years' sales experience Experience using a CRM, preferably Salesforce.com Ability to multi‑task with a high degree of attention to detail...SalesforceNight shift
- ...drivers, trends, and risks to Finance and business partners. Collaborate with Sales Ops,... ...plans, quota changes, and system configurations are accurately reflected... ...industry preferred. Experience with sales CRM tools such as Salesforce and incentive compensation management...SalesforceLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Business Systems Analyst - Salesforce CRM. Be the first to apply!
Related searches
- salesforce remote Pleasanton, CA
- manager salesforce Pleasanton, CA
- salesforce Pleasanton, CA
- salesforce business analyst - remote Pleasanton, CA
- product manager crm Pleasanton, CA
- crm Pleasanton, CA
- crm sales Pleasanton, CA
- director customer relationship management Pleasanton, CA
- senior dynamics crm developer Pleasanton, CA
- dynamics crm Pleasanton, CA