Salesforce Analyst

We are seeking a proactive and business-focused Salesforce Business Systems Analyst to serve as the primary functional owner of the organization’s Salesforce platform and related CRM capabilities. Reporting to IT leadership, this role is responsible for ensuring Salesforce effectively supports business operations through configuration, process optimization, integration management, and continuous improvement.

The BSA will act as the primary liaison between business stakeholders, IT, and external vendors for all Salesforce-related initiatives, translating operational needs into scalable system solutions while maintaining platform stability, data integrity, and user adoption. This role owns the day-to-day lifecycle of the Salesforce environment, including enhancements, automation, integrations, support coordination, governance, and training.

While Salesforce is the primary responsibility, this position may also support other enterprise systems as needed within a small, collaborative IT team. The ideal candidate combines strong Salesforce expertise with business process knowledge and the ability to influence outcomes across departments in a dynamic, multi-site organization.

Key Responsibilities:

Business Partnership & System Ownership

• Serve as the primary functional owner of the Salesforce environment, ensuring the platform reliably supports business operations
• Configure and maintain objects, fields, page layouts, security settings, and system features
• Design and implement automation using Salesforce Flows and other native tools
• Monitor platform health, usage, and performance
• Manage releases, testing, and deployment of changes and maintain overall system stability and scalability

Business Process & Solution Delivery

• Partner with business stakeholders to understand admissions, business development, and operational processes
• Translate business needs into effective Salesforce solutions and configurations
• Identify opportunities to streamline workflows, reduce manual work, and improve data capture
• Lead functional aspects of enhancements, new capabilities, and process improvements
• Advise leadership on best practices and platform capabilities

Integrations & Data Management

• Coordinate and support integrations between Salesforce and other enterprise systems including call tracking and contact center solutions
• Troubleshoot integration issues with vendors or technical partners
• Establish and maintain data quality standards, validation rules, and governance practices within Salesforce
• Monitor data integrity, duplicate management, and consistency across records
• Support data imports, migrations, and cleanup initiatives
• Ensure accuracy and reliability of reports, dashboards, and downstream data usage

User Support & Adoption

• Serve as the primary escalation point for Salesforce-related issues and requests
• Support user onboarding, training, and ongoing adoption of new features
• Develop and maintain documentation, job aids, and knowledge base materials
• Gather feedback from users to improve usability and effectiveness

Vendor Coordination & Governance

• Coordinate with Salesforce partners, consultants, and third-party vendors
• Participate in roadmap planning, upgrades, and new module implementations
• Ensure changes follow appropriate testing, change control, and communication practices
• Maintain awareness of Salesforce updates and recommend relevant capabilities

Qualifications:

 

• Bachelor’s degree in Information Technology, Business Administration, Information Systems, or a related field – OR – Equivalent work experience and relevant certifications
• 3–7 years of experience supporting enterprise business applications, with significant hands-on experience in Salesforce administration or functional support
• Demonstrated ownership of a CRM platform or major application, including configuration, enhancements, and operational support
• Experience partnering with business stakeholders to translate operational needs into system solutions
• Strong analytical, problem-solving, and process mapping skills
• Ability to manage multiple priorities and initiatives in a fast-moving environment
• Excellent communication skills, including the ability to explain technical concepts to non-technical audiences
• Experience coordinating with vendors, consultants, or managed service providers
• Familiarity with structured service management, change management, or project delivery practices

Preferred Skills:

• Hands-on administration of Salesforce (Sales Cloud and/or Service Cloud)
• Experience configuring objects, fields, security, page layouts, and system settings
• Experience designing and maintaining automation using Salesforce Flows
• Experience with reports, dashboards, and data management within Salesforce
• Experience supporting or coordinating integrations between Salesforce and other systems
• Familiarity with data quality management, duplicate control, and validation strategies
• Salesforce certifications (e.g., Administrator) preferred
• Experience supporting healthcare/regulated environments (e.g., HIPAA) preferred

Work Environment and Physical Requirements

• This is a remote position requiring a combination of remote work and some in-office attendance based on business needs and company policy.
• Work is primarily performed in a professional office and/or home office environment.
• Requires prolonged periods of sitting and working at a computer, including frequent use of a keyboard, mouse, and multiple computer monitors.
• Must be able to communicate effectively via telephone, video conferencing, and in person.
• Requires the ability to review, analyze, and interpret data, reports, and electronic documents with attention to detail.
• May occasionally be required to move or transport office materials weighing up to 15 pounds.
• Requires the ability to remain stationary for extended periods while performing analytical and administrative tasks.
• Must be able to travel occasionally to the office, meetings, training sessions, or other company locations, as needed.
• Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the position.

Compensation

• Starting compensation range of $80,000.00 - $90,000.00 annually. Exact compensation will be determined by experience, education, licensure/certifications, and location, in accordance with applicable laws.