Business Operations Analyst
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Job Description
Business Operations Analyst in CRM Operations Team ensuring Salesforce data integrity and user support. Managing system configuration, reporting, and user training across the organization.
Responsibilities:
- Provide CRM support to users across all levels of the organization.
- Assist with:
- Call Entry
- Account Maintenance
- Opportunity Management
- Objective Management
- Dashboard and metric review
- Manage and resolve CRM Help Desk tickets in a timely manner.
- Deliver user training and develop, update, and maintain training materials.
- Administer Salesforce user accounts, profiles, roles, and permission sets.
- Configure and maintain Salesforce objects, fields, page layouts, record types, and validation rules.
- Evaluate, test, and implement system enhancements and configuration changes to improve functionality and user experience.
- Generate ad hoc and recurring reports to support business needs.
- Develop and maintain Salesforce reports and dashboards.
- Own and manage performance scorecards for more than 500 Sales Associates across multiple channels, including data extraction, validation, analysis, and distribution.
- Ensure the accuracy, integrity, and overall quality of CRM data.
- Manage data maintenance activities, including loading, deleting, and reassigning Accounts, Objectives, New Operators, and related records.
Requirements:
- High School Diploma/GED
- Associate Degree
- 2–4 years of hands-on Salesforce Administrator experience in a production environment
- Salesforce Certified Administrator preferred (or equivalent experience)
- Experience supporting sales teams, reporting, automation, and data integrity initiatives
- Experience providing Salesforce user support and resolving day-to-day system issues
- Ability to plan, prioritize and execute projects within deadlines
- High proficiency in Microsoft Excel
- Proficient in Microsoft Teams, Outlook, Word, and PowerPoint
- Working knowledge of Power BI, including dashboarding and reporting, preferred
- Excellent written and interpersonal communication skills
- Ability to work with cross-functional teams, including developers, to implement solutions
- Excellent analytic and problem-solving skills
- Industry experience within food brokerage, food manufacturing, or food distribution preferred
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