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Senior Salesforce Business Systems Analyst

Job Description

Overview


Planview has one mission: to build the future of connected work, from ideas to impact. Planview helps organizations accelerate the achievement of what matters most, supporting our customers from need to speed, from passion to progress, and from overhead to optimization. Our connected platform of solutions underpins the business and digital transformations of more than 4,500 customers globally, including 59 of the Fortune 100. Planview empowers enterprises to improve time-to-market and predictability, increase efficiency to unlock capacity, and ensure their most strategic initiatives deliver the desired business outcomes. Learn more about our portfolio at planview.com, and connect with us on LinkedIn and Twitter.


We're seeking a senior Salesforce Business Systems Analyst to join our team remotely in the US or Canada. As part of IT Business Applications, you will focus on compiling business requirements and leading the functional solution in support of the GTM strategy. The candidate should have hands-on experience with B2B implementations, with a proven ability to prioritize initiatives, communicate effectively, and creatively solve complex problems in a Salesforce environment. #LIREMOTE



Responsibilities
  • Partner with business owners to define Salesforce solutions that cover functionality, usability, performance, and platform capabilities.
  • Lead dynamic and interactive requirements gathering sessions with cross-functional stakeholders across multiple business groups and guide users toward industry “Best Practices.”
  • Understands the impact of requirements across multiple departments and assists with designing target and interim solutions.
  • Adopt a robust analytical approach to evaluate business needs, identify opportunities for improvement, and decompose high-level information into detailed requirements, emphasizing cross-functional inter-dependencies.
  • Create and maintain the Functional Specs documentation, including use cases, and work collaboratively with the team to test and deploy the system changes.
  • Maintain an awareness of industry trends to guide our business partners and align with changing business needs.
  • Work with development, design, and QA teams to ensure the business requirements are implemented and validated as per documented use cases.
  • Assist the technical team in configuring the solutions in Salesforce as needed

Qualifications
  • 7 – 10 years as a Business Analyst with solid technical Salesforce acumen
  • Salesforce.com certifications: Admin plus “Sales Cloud Consultant” is an asset
  • 4+ years’ experience with Salesforce and having contributed to a minimum of 4 different Salesforce.com Sales Cloud implementations
  • 2+ years of Marketing related experience as a Business Analyst required (Marketo)
  • Solid understanding of the end-to-end Lead lifecycle / Quote to Cash lifecycle / Order management processes for Direct, Indirect, eCommerce, and Reseller Channels.
  • Previous BA experience with a high-tech company with B2B business analysis experience
  • A proven ability to prioritize initiatives, communicate effectively, creatively solve complex problems and be a team player.
  • Proficiency in CRM, including Marketing and Sales related processes.
  • Ability to build consensus among cross-functional business stakeholders (at different levels of the organization) on approach and outcomes and help deliver robust, scalable technology solutions.
  • Strong verbal and written communication skills, expertise in managing crucial customer conversations, coupled with strong negotiating and conflict-resolution abilities.
  • Experience with the SDLC process (Software Development Life Cycle), including application development, testing, deployment, and operations
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CEO of Planview
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Razat Gaurav
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To build the future of connected work.

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DATE POSTED
August 4, 2023

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