Business Analyst (Salesforce)

About the Role

Key Responsibilities

• Configure and manage Salesforce Sales Cloud to support the full sales lifecycle—from lead generation to opportunity close and post-sale follow-up.
• Create and maintain custom objects, fields, record types, validation rules, approval processes, and page layouts to reflect business operations.
• Implement and optimize opportunity management, including deal stages, sales paths, and automations to improve efficiency and visibility.
• Build and maintain reports and dashboards for real-time visibility into sales performance, activities, pipeline health, and quota attainment.
• Enhance user experience and adoption through training, documentation, and iterative system enhancements based on user feedback.
• Partner with IT or integration teams to connect Sales Cloud with other business systems.
• Administer Account Engagement (Pardot), including segmentation, automation rules, dynamic content, lead scoring & grading, and engagement programs.
• Develop and launch multi-touch nurture programs, form handlers, landing pages, and email campaigns in collaboration with marketing.
• Ensure accurate campaign attribution and lead tracking using Connected Campaigns, UTM parameters, and B2B Marketing Analytics dashboards.
• Collaborate with marketing to measure and report on campaign performance metrics (e.g., email engagement, conversion rates, Marketing/Sales Qualified Lead rates).
• Maintain integration health between Account Engagement and Sales Cloud, including data sync settings, field mappings, and Marketing Data Sharing rules.
• Proactively identify and resolve data sync issues, form errors, and campaign tracking discrepancies to ensure data accuracy and performance.
• Stay current with platform updates and best practices around email deliverability, GDPR compliance, and list management.

Requirements

• 3+ years of hands-on experience in both Sales Cloud and Account Engagement (Pardot), with a focus on administration, analysis, and process optimization.
• Bachelor's degree in Marketing, Business, Information Systems, or a related field, or equivalent professional experience.
• Salesforce Certifications: Salesforce Certified Administrator, Business Analyst, and Account Engagement Specialist.
• Strong understanding of sales methodologies and marketing funnel strategies.
• Demonstrated ability to lead cross-functional projects, gather and analyze requirements, and implement scalable, aligned solutions.
• Excellent communication and collaboration skills with both technical and non-technical stakeholders.
• Proficiency with Salesforce Flow Builder to automate sales and marketing processes.
• Experience integrating third-party tools via API connectors (e.g., Google Analytics) to enhance tracking, reporting, and automation.
• Working knowledge of B2B Marketing Analytics (B2BMA), including custom datasets and dashboards.
• Background in CRM data hygiene, duplicate management, and governance best practices.

Nice to Have

• Experience with platform updates and best practices around email deliverability, GDPR compliance, and list management.

Qualifications

• Bachelor's degree in Marketing, Business, Information Systems, or a related field, or equivalent professional experience.

Benefits & Perks

• Competitive compensation
• Base Salary Range: $85,000 - $100,000
• Annual Bonus Potential: 15%
• Excellent extended medical, dental and vision benefits beginning day 1
• 401(k) matching, vesting begins day 1
• Career development programs
• Charitable donation matching
• Paid Volunteer Hours
• Paid parental leave
• Family planning assistance including IVF, surrogacy and adoptions options
• Wellness and mental health resources
• Pet insurance offering