Salesforce CRM System Analyst
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Job Description
Salesforce CRM System Analyst for Michael Baker International supporting Salesforce Sales Cloud. Configuring, optimizing, and supporting CRM processes with strong business and technical collaboration.
Responsibilities:
- Configure and maintain Salesforce Sales Cloud features including accounts, contacts, leads, opportunities, and forecasting.
- Assist in implementing proposal management workflows, approval processes, and automation using Salesforce tools.
- Support user administration, security settings, and sharing rules.
- Gather and document business requirements for CRM enhancements and new features.
- Translate business needs into functional specifications and collaborate with developers for technical implementation.
- Conduct impact analysis and ensure alignment with CRM best practices.
- Contribute to the process, data migration, and system integration related to Mergers Acquisitions (M&As).
- Support integrations between Salesforce and enterprise systems (Oracle ERP, Deltek, Outlook/Exchange, etc.).
- Assist with data migration, cleansing, and maintaining data quality standards.
- Work with middleware tools and APIs for basic integration troubleshooting.
- Build and maintain dashboards and reports for pipeline, forecasting, and sales performance.
- Collaborate with BI teams to ensure Salesforce data is available for enterprise analytics platforms like Power BI.
- Provide day-to-day support for Salesforce users and resolve functional/technical issues based on the incident priority & criticality.
- Assist in user training and documentation for new features and processes, as necessary.
Requirements:
- 5-7 years of experience with Salesforce Sales Cloud (other applications nice to have) in a techno-functional role.
- Hands-on experience in configuring Salesforce functionality, objects, workflows, validation rules, and reports.
- Good understanding of integrations (REST/SOAP APIs, middleware tools) and data management/migration activities/tools.
- Good knowledge of core CRM processes: accounts, contacts, leads, opportunities, and forecasting.
- Ability to work with cross-functional teams and communicate effectively with business and technical stakeholders.
Benefits:
- Medical, dental, vision insurance
- 401k Retirement Plan
- Health Savings Account (HSA)
- Flexible Spending Account (FSA)
- Life, AD&D, short-term, and long-term disability
- Professional and personal development
- Generous paid time off
- Commuter and wellness benefits
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