Salesforce Business Analyst / Administrator

Chicago, IL 60606

Category: Salesforce Job Number: 15079

Job Description


We are expanding our team to support the growing Salesforce environment. The current environment consists of four businesses on two orgs with a varied range of user adoption, usage and maturity. Salesforce is expanding to at least four additional businesses and senior management. The expansion also includes an increase in integrations to support corporate initiatives around data and process.


Working in a small team environment, the Salesforce Business Analyst, reporting to the Salesforce Team Lead, will be responsible for the support of Salesforce to various businesses. This is a fast paced, hands-on role requiring a high level of organization, responsibility and follow through.


This position has frequent contact with all levels of employees and management. In addition, this role may interact with outside business partners, vendors, consultants, and other office visitors.


The ideal candidate will have:
  • experience as a Salesforce Administrator
  • a proven track record of responsibility and follow through in resolving issues
  • strong organization skills
  • strong problem-solving skills
  • experience leading small/medium sized projects
  • an aptitude for creating efficiency and opportunity through business process improvement
  • desire to work in a cooperative environment across different departments and business units
  • ability to work professionally and harmoniously with team members and coworkers


Essential Duties & Responsibilities
  • Become a subject matter expert in the firm' s CRM platform Salesforce
  • Provide day-to-day support of Salesforce, including but not limited to user administration, system configuration, report design and creation
  • Provide upgrade and implementation planning and execution
  • Develop and/or enhance Salesforce by selecting and implementing third-party packages, tools, or components
  • Support internal and external customers as a business partner and problem solver by collaborating with business and technology partners to execute projects and create solutions to business challenges
  • Manage customer relationships and expectations by participating in an appropriate communication strategy to keep them informed of current projects and roadmaps
  • Develop and execute change management programs for new business processes
  • Execute project management steps to ensure risks are mitigated, scope is managed, appropriate communication is achieved, and milestones are met
  • Participate in or lead projects through the full project lifecyle: write requirements, write and execute test plans and scripts, facilitate UAT, write training materials and execute trainings, organize implementation and go live and provide go live support
  • Other projects and duties as assigned





Education, Skills & Experience Required

  • Bachelor’ s in Information Systems, Computer Science, Finance, or equivalent experience required
  • 3+ years of experience in the information technology space
  • Strong experience with Salesforce CRM platform as a Salesforce Admin
  • Experience in Financial Services and specifically commercial lending a plus
  • Experience with business analysis, requirement documentation, solution design, testing, and implementation
  • Motivated, self-starter with a strong attention to detail
  • Innovative problem solving, analytical and execution skills
  • Excellent organization, communication, presentation, and interpersonal skills
  • Ability to learn quickly and demonstrated ability to work independently and as part of a high-performance team
  • Ability to interface with all levels of organization, including senior management
  • Ability to plan, organize, and prioritize assignments; ability to stay focused on critical priorities, but able to be resilient as priorities change

Meet the Recruiter

Kelly Hallgren

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