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Business Systems Analyst (Salesforce)

3 weeks ago
United States
Full-time
Mid Level
Business Analyst
Data Science and Analytics
Agile Asana Confluence HubSpot JavaScript JIRA Monday.com Python Salesforce Salesforce Apex Scrum SQL
Apply Now
Genea

Genea

Genea offers cloud-based access control security, overtime HVAC management, and submeter billing solutions to automate operations and modernize buildings, empowering users with system flexibility and efficiency.

Internet Software & Services
51-250
Founded 2006
$2M raised
View All Jobs 6

Description

  • Serve as the primary owner for Salesforce CRM and Genea’s internal commercial tech stack, including connected tools and automation platforms.
  • Partner with cross-functional stakeholders to gather, document, and prioritize requirements for system enhancements, new tools, and process improvements.
  • Translate business needs into user stories, process maps, data flow diagrams, and functional specifications.
  • Lead end-to-end project management for internal systems initiatives from scoping through configuration, QA, training, and change management.
  • Evaluate requested features against long-term architecture, simplicity, automation, and ROI, and recommend alternatives when needed.
  • Design and lead rollout, adoption, and impact-measurement activities to ensure system changes deliver business value.
  • Maintain and optimize Salesforce data architecture, workflows, validation rules, reports, and dashboards.
  • Identify and close process gaps across the revenue funnel, including quote-to-cash and onboarding handoffs.
  • Own day-to-day Salesforce administration, including Flow Builder automation, user management, and system health.
  • Govern data quality standards, build documentation, and support reporting and analytics for the revenue organization.

Requirements

  • Bachelor’s degree in Business, Information Systems, Computer Science, or a related field, or equivalent practical experience.
  • 3–5+ years of experience in a Business Analyst, Systems Analyst, Revenue Operations, Sales Operations, or Business System Manager role.
  • Hands-on experience administering or closely working within Salesforce CRM in a SaaS or technology company environment.
  • Demonstrated experience leading cross-functional systems projects from requirements through deployment, adoption, and success tracking.
  • Experience working directly with Sales and Marketing stakeholders to translate business needs into technical solutions.
  • Salesforce Administrator (ADM-201) certification is strongly preferred, and candidates without it must be willing and able to obtain it within 180 days of hire.
  • PMP, PMI-ACP, or equivalent project management certification is a plus.
  • SCRUM or Agile certification is a plus.
  • Admin-level proficiency in Salesforce CRM, including workflows, validation rules, reports, dashboards, data management, and integrations.
  • Familiarity with marketing automation platforms such as HubSpot or Marketo, and CRM-adjacent tooling.
  • Experience building or deploying AI-driven agents or automated workflows, such as Salesforce Agentforce, Workato, or custom LLM integrations.
  • SQL proficiency is preferred, and working knowledge of Python or JavaScript for light automation is a plus.
  • Salesforce Apex experience is not required but is a meaningful differentiator.
  • Proficiency with data mapping, requirements documentation, and process diagramming tools such as Asana, Lucidchart, Miro, or Confluence.
  • Comfort working in a fast-moving, distributed SaaS environment with shifting priorities and multiple stakeholders.

Benefits

  • Base salary of $120,000–$145,000, depending on experience and qualifications.
  • Medical, dental, and vision insurance.
  • Flexible spending accounts (FSA), life insurance, accidental death and dismemberment (AD&D) insurance, and long-term disability (LTD) coverage.
  • Paid time off (PTO).
  • 401(k) retirement savings plan with company matching.
  • 100% paid parental leave.
  • Remote work options.
  • Development and training opportunities.

Interested in this position?

Apply directly on the company website

Apply Now

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