Senior Salesforce Business Analyst

Who We Are

Cloudsquare is a revolutionary Salesforce consulting and product development firm dedicated to becoming long-term partners with our clients by supporting them through their technology and business transformations. Founded in 2018, Cloudsquare is a fully remote organization celebrating a global culture of collaboration spanning over three continents. Our team members are proud to have the autonomy to do what’s right not only for our clients but also for each other, explaining our 5-star ratings on the Salesforce AppExchange and being continuously recognized as the best place to work. We also build amazing Salesforce apps and have our sights set to become the #1 loan origination system natively built on the #1 CRM, Salesforce.

Core Values

• Keep it Real - At Cloudsquare it is important to build genuine connections with our team and clients by being honest and true to ourselves
• Enjoy Life - The Cloudsquare way is a true work-life balance, where we are passionate about our work, yet we can put that aside and live life to the fullest with our loved ones
• Committed to Greatness - Our perseverance, go-getter attitude, and grit help us achieve the desired perfection, even in the most challenging of projects
• Stand Together - Our work ethic makes us a dependable firm that can be trusted to drive businesses to the next level. Our ability to depend and rely on each other is the cornerstone of our success and joy at work
• Embrace Change - We are an innovative team who welcomes change and is always in continuous improvement to make the impossible possible. Where others see problems – we find solutions!

Position Overview

You are a creative and detail-oriented functional lead who just gets it to any business process and loves working with stakeholders to solve their problems. As a Sr. Salesforce Business Analyst, you will be responsible for leading complex implementations across various Salesforce Clouds, which often include interesting custom development, which is our way of taking Salesforce beyond its limits. We need an experienced individual lead that can take a project through the complete project lifecycle and accomplish successful go-lives and further by becoming their long-term Salesforce partner in managed services.

Our solutions utilize in-depth technical aspects of all areas of the Salesforce platform and require the highest quality implementations built for scale, efficiency, and great customer experience. And of course, you will have the most VIP clients to work with to satisfy your Salesforce itch.

You will report to the Principal BA, interact with Business Analysts, collaborate with the team to consult on Salesforce best practices based on the clients needs, and participate in department strategic planning.

Your Mission

The mission for this role is to take projects through the entire lifecycle, from kickoff to go-live, and establish rapport with the clients to become their long-term Salesforce partner for managed services.

Your Goals

• Create relationships and build rapport with the clients of the assigned projects to achieve an 80% project to managed services conversion rate
• Maintain at least a 2.0 amplification score, which will support 2.0 team members with development work full-time (for every 1 hour billed, 2.0 additional billables are generated)
• Maintain alignment with clients on scope and timeline throughout the project, resulting in zero non-billable work
• Serve as the Lead Business Analyst for up to six clients with above average requirement complexity generating at least $100,000 in annual spend for each

Position Responsibilities

• Communicating with developers and validating their solutions not only before development, but as well as performing QA when required to ensure that they meet the needs of clients
• Establish and build a rapport with clients throughout the project lifecycle to identify areas of future business
• Provide detailed level of effort estimates for proposed solutions. Articulate the benefits and risks to a solution’s feasibility and functionality
• Provide hands-on, senior-level technical assistance to developers
• Translates business requirements into well-architected solutions that best leverage the Salesforce platforms and products
• Collaborate with a team of Salesforce Architects, Developers, and Engineers to determine the most appropriate technical strategy and designs to meet business needs
• Follow and understand new Salesforce products and technical capabilities resulting from product releases and acquisitions
• Lead requirement gathering sessions with clients and their stakeholders
• Share best practices and be consultative to clients throughout duration of the project - act as a trusted partner
• Support clients through UAT
• Provide current best practice and third-party solution alternatives from the AppExchange
• Gathering requirements from clients and translating them into features for a developer to build
• Serve as the main point of contact for clients and be the first line of support for any client questions or issues
• Understanding that features need to be built with the entire system in mind and can think ahead and outside the box of what the completed system will look like to ensure a complete end-to-end workflow
• Participate in process flow analysis and process redesign along
• Comfortable training clients on Salesforce and newly built features

Applicant Requirements

• Experience in FinServ, General Business, or Health Care industries preferred
• Must have an active Salesforce Nonprofit Cloud certification
• Knowledge in equipment leasing and financing.
• Must demonstrate a strong ability to troubleshoot complex technical issues
• Preferable work hours, EST time-zone
• Has experience in any of the following: loan services, underwriting, fund services, and commercial mortgage lending.
• Must demonstrate a strong ability to design solutions based on functional requirements
• Must provide solutions that are highly scalable, extensible, and easy to maintain while keeping the overall end-user experience in mind
• Must demonstrate a strong understanding of data architecture best practices
• Minimum of 5+ years of Salesforce experience
• Must be able to work in a fast-paced environment and juggle multiple projects
• Proficient with AppExchange and commonly used Salesforce Apps like Conga and DocuSign
• Must have working experience in implementing Salesforce Nonprofit Cloud, at least 3 implementations experience on Salesforce Nonprofit Cloud preferred
• Previous employment in a Salesforce Consulting company is a plus
• Experience with Jira or other project management tools
• Team player that is able to help out other members