CRM Business Analyst (Salesforce)
Role details
Job location
Tech stack
Job description
We are looking for a CRM Business Analyst to support CRM (SFDC) Operations in scaling the systems, workflows, and data infrastructure that power our client's Ads Sales. This role sits at the intersection of sales operations, CRM administration, and business analysis - translating field sales needs into structured, documented requirements and supporting the execution of CRM enhancements across global markets., Requirements & Documentation
- Gather, validate, and document business requirements from regional teams, translating local market needs into structured, scalable enhancement requests
- Maintain the CRM workflow documentation library, ensuring it reflects current system state and is accessible to field teams and stakeholders
- Support the development and maintenance of CRM policies and governance documentation
CRM Operations Support
- Serve as a day-to-day operational resource for CRM workflow execution, supporting the vendor operations team and handling escalated issues requiring deeper system knowledge
- Assist in the administration and configuration of CRM workflows, fields, and integrations under the direction of the CRM Operations Manager
- Monitor data quality, flag anomalies, and support the resolution of CRM data integrity issues across regions
Analysis & Insights
- Analyze seller behavior and CRM utilization data to identify friction points, adoption gaps, and opportunities to improve workflow effectiveness
- Build and maintain reports and dashboards that surface CRM performance metrics for operational and leadership audiences
- Support pre- and post-launch analysis for CRM enhancements, measuring adoption and impact against defined success metrics
Cross-Functional Collaboration
- Partner with regional teams to understand local workflows and surface patterns that can be codified into global solutions
- Coordinate with readiness and enablement teams on the rollout of CRM updates, supporting training materials and field communications
- Participate in sprint reviews, UAT cycles, and release planning with the Product & Technology team
Requirements
Do you have experience in Vendor communication?, The right candidate is analytically rigorous, highly organized, and comfortable working in a fast-moving environment where priorities shift and ambiguity is the norm. They bring a practitioner's understanding of CRM systems and sales workflows, and they know how to work cross-functionally to get things done without direct authority., * 3-5 years of experience in sales operations, revenue operations, business analysis, or a related function in a media, technology, or high-growth environment.
- Hands-on experience with SFDC - including reporting, workflow configuration, and data management.
- Strong analytical skills with the ability to work with large datasets, identify trends, and present findings clearly to non-technical audiences.
- Proven ability to gather and document business requirements and translate them into actionable, structured specifications.
- Excellent written and verbal communication skills; comfortable working across time zones with global stakeholders.
- Detail-oriented with strong project management instincts - able to manage multiple workstreams simultaneously without dropping threads.
- Comfortable with ambiguity and the hands-on nature of building operations in a scaling environment.
- Familiarity with sales methodologies and how CRM systems support the end-to-end seller workflow is a plus., EEO is the Law Supplement Right to work (English/Spanish) E-Verify Participation (English/Spanish)
Benefits & conditions
Pulled from the full job description
- Referral program
- Wellness program, The hourly rate is $60 -$70/hr. Candidates will be paid based on their work experience and skills. Candidates are also eligible for limited benefits such as health insurance, professional development, training, our referral bonus program, and our wellness program.