Senior Salesforce Business Systems Analyst

Overview

Planview has one mission: to build the future of connected work, from ideas to impact. Planview helps organizations accelerate the achievement of what matters most, supporting our customers from need to speed, from passion to progress, and from overhead to optimization. Our connected platform of solutions underpins the business and digital transformations of more than 4,500 customers globally, including 59 of the Fortune 100. Planview empowers enterprises to improve time-to-market and predictability, increase efficiency to unlock capacity, and ensure their most strategic initiatives deliver the desired business outcomes. Learn more about our portfolio at planview.com , and connect with us on LinkedIn and Twitter .

We're seeking a senior Salesforce Business Systems Analyst to join our team remotely in the US or Canada. As part of IT Business Applications, you will focus on compiling business requirements and leading the functional solution in support of the GTM strategy. The candidate should have hands-on experience with B2B implementations, with a proven ability to prioritize initiatives, communicate effectively, and creatively solve complex problems in a Salesforce environment.

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Responsibilities

• The candidate should have demonstrated IT experience of 10+ years as a Business Analyst with solid technical Salesforce acumen.
• Understands the impact of requirements across multiple departments and assists with designing target and interim solutions.
• Adopt a robust analytical approach to evaluate business needs, identify opportunities for improvement, and decompose high-level information into detailed requirements, emphasizing cross-functional inter-dependencies.
• Critical to have B2B business analysis experience, with a proven ability to prioritize initiatives, communicate effectively, creatively solve complex problems and be a team player.
• Salesforce.com certifications: Admin plus “Sales Cloud Consultant” is a plus+
• Experience as a Business Analyst in enterprise SaaS environment for a high-tech company.
• Lead dynamic and interactive requirements gathering sessions with cross-functional stakeholders across multiple business groups and guide users toward industry “Best Practices.”
• Create and maintain the Functional Specs documentation, including use cases, and work collaboratively with the team to test and deploy the system changes.
• Maintain an awareness of industry trends to guide our business partners and align with changing business needs.
• Work with development, design, and QA teams to ensure the business requirements are implemented and validated as per documented use cases.
• Partner with business owners to define Salesforce solutions that cover functionality, usability, performance, and platform capabilities.
• Assist technical team in configuring the solutions in Salesforce as needed

Qualifications

• Ability to build consensus among cross-functional business stakeholders (at different levels of the organization) on approach and outcomes and help deliver robust, scalable technology solutions.
• 4+ years’ experience with Salesforce required. As a consultant, the person should have driven or played an integral role in a minimum of 4 - 5 different Salesforce.com Sales Cloud implementations
• Strong verbal and written communication skills, expertise in managing crucial customer conversations, coupled with strong negotiating and conflict-resolution abilities.
• Experience as a Business Analyst for a high-tech company.
• 2+ years of Marketing related experience as a Business Analyst required (Marketot)
• Proficiency in CRM, including Marketing and Sales related processes.
• Experience with the SDLC process (Software Development Life Cycle), including application development, testing, deployment, and operations
• Solid understanding of the end-to-end Lead lifecycle / Quote to Cash lifecycle / Order management processes for Direct, Indirect, eCommerce, and Reseller Channels.