Technical Analyst (Salesforce)
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Role details
Tech stack
Job description
In this role, you will work closely with Client Success Managers (CSM), Consultants, Technical Consultants, and fellow Technical Analysts across a portfolio of nonprofit and public sector clients and their Salesforce orgs and integrated applications. The core of your day-to-day work is resolving client requests and production issues in real time, but you’ll also apply business analysis to the tickets you handle, working with clients and services team peers to get to the right solution rather than just the fastest fix. You will bring your skills at balancing workload, asking the right questions to get to the heart of a request, and deploying expert solutions nimbly. In this position, you will strengthen your existing skills in developing and configuring the tools and technology at the core of our clients’ solutions. Salesforce remains central to that work, though you’ll increasingly touch a growing set of adjacent platforms across clients’ broader technology ecosystems. Job Responsibilities: Understand clients’ needs, as communicated by CSMs and client stakeholders Assess technical, functional, and process requirements Apply business analysis to client tickets, identifying root causes and recommending solutions that address the underlying need Analyze broader business process needs and provide recommendations for improvement beyond individual tickets Collaborate with Client Success Managers, Consultants, Technical Consultants, and fellow Technical Analysts across the services team to solution complex or cross-functional requests Monitor client ticket queues and work to resolve issues promptly Provide concise status updates on tickets Configure Salesforce-based tools and technology per requirements, with growing exposure to other platforms across clients’ technology ecosystems Conduct testing and track issues and their resolution Contribute to project and build work as capacity, interest, and client needs allow Lead client trainings to support adoption of CTG-delivered solutions Create business process documentation and contribute to the Craftsman knowledge base Communicate clearly and professionally in verbal and written situations Responsibilities, expectations, and priorities may evolve over time to reflect the changing needs of the firm and our clients
Requirements
Salesforce Certified Administrator credential Claude Certified Associate - Foundations certification, held at hire or completed within 60 days 3 years’ experience in Salesforce Administration, technology, services, and/or business analysis Experience in the nonprofit or public sector Experience with creating and troubleshooting Salesforce Flow Familiarity with 3-5 common 3rd party Salesforce applications for nonprofits, e.g. FormAssembly, Click & Pledge, Nintex DocGen Demonstrable ease leading internal and client-facing meetings Commitment to continuous learning of technology skills, and nonprofit and public sector practices Client-facing skills Comfortable incorporating AI tools (such as Claude) into day-to-day business work Flexibility to travel on occasion Preferred Qualifications: Experience with administration or super-user of integrated marketing and engagement tools, e.g. Marketing Cloud, Pardot/Account Engagement Demonstrable experience in technology project deployment
Benefits & conditions
$80,000 - $90,000 Job Location: Boston, MA (hybrid) or virtual (contiguous US) Benefits: Company-supported medical, dental, vision Company-provided short- and long-term disability 401k & Roth IRA retirement options with a company match (available 90 days after hire date) (engaged 6 months or 1,000 hours after hire date) 4 weeks accrued paid-time-off (PTO) per year 10 paid company holidays and 2 paid floating holidays (individual’s choice) per year CTG’s commitment to professional development and advancement Work culture aiming toward work/life balance Important Note: Applicants must be eligible to work in the US. H1-B sponsorship is not available. Our headquarters is in Boston, MA and we have a strong virtual culture with staff located throughout the contiguous United States. We are unable to hire candidates living outside the United States. Direct applicants only; no recruiters. Powered by JazzHR
About the company
Our values: be transparent and honest; be fair and accountable; be independent and objective; and be good to our staff, our communities, and the world., Company Description At EVERSANA, we are proud to be a Great Place to Work across the globe. We’re fueled by our vision to create a healthier world. How? Our global team of more t…
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