Job Description

Salesforce Business Systems Analyst

Your work days are brighter here.

At our company, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to redefine the enterprise software market. And when we began to rise, one thing that really set us apart was our culture. A culture which was driven by our value of putting our people first. And ever since, the happiness, development, and contribution of every Workmate is central to who we are. Our Workmates believe a healthy employee-centric, collaborative culture is the crucial mix of ingredients for success in business. That’s why we look after our people, communities and the planet while still being profitable. Feel encouraged to shine, however that manifests: you don’t need to hide who you are. You can feel the energy and the passion, it's what makes us outstanding. Encouraged to make a brighter work day for all and transform with us to the next stage of our growth journey? Bring your brightest version of you and have a brighter work day here.

About the Team

The Techno-Functional Business Systems Analyst acts as a liaison between Business technology Go To Market(GTM) and business functions to analyze complex business problems and provide techno functional solutions. This role requires technical expertise, business analysis skills, and understanding of AI capabilities to collaborate with stakeholders and deliver innovative solutions. Provides techno functional expertise in identifying, evaluating and developing systems and procedures that are efficient and meet user requirements. Interacts with internal and external technical resources, as well as techno functional Business Analysts and Project Managers. Translates business needs into actionable requirements by capturing enough information to define a solution and drive clarity to make rational decisions. Solution focus areas include Salesforce, CPQ, CLM, Sales Cloud, Lightning, Content Management, AI, and integrations to other in-house applications. Plans and manages multiple projects in coordination with technical and business teams.

Responsibilities:

• Works closely with the sales, finance, and legal operations team, along with other business process groups, to ensure the requirements are understood and detailed.
• Hands on with key understanding and implementation of quote-to-order (CPQ & CLM or similar systems) functionalities.
• Gather, document, and analyze business requirements for AI-driven solutions.
• Authority in for both functional and solution analysis and light design for the Salesforce platform, and related technical areas listed.
• Partner with customers to craft requirements and ensure alignment with business/technology strategy and planned initiatives.
• Drive the planning, prioritization, design, development and deployment of new projects & system improvements.
• Evaluate and address multi-functional and cross-system dependencies.
• Responsible for understanding business requirements, creating/grooming user stories, and partnering with the Development team to deliver a solution and a plan.
• Leverage business knowledge and expertise to find opportunities for process improvements; serve as a trusted technology advisor for business users.
• Participate in the go-to-market and launch support processes.
• Maintain a high-level familiarity with other IT system / business application capabilities and scope definition in order to make recommendations regarding upstream/downstream integration or functionality intersection points.
• Coordinate and perform system testing to ensure requirements are met. Work closely with project team during user acceptance testing (UAT); including tracking issues through to resolution and securing end user acceptance sign-off.
• Understand business processes, AI capabilities, and IT systems to find opportunities for AI implementation, decision making, and optimize operations.

Requirements:

Basic Qualifications

• 8+ years of proven track record in business analysis or related field
• 5+ years’ experience with Salesforce and integration
• 5+ years’ experience with CPQ, CLM or similar systems
• Bachelor of Science in Computer Science or related field
• Knowledge of AI/ML concepts and automation tools
• Strong problem-solving, analytical thinking, and communication skills

Other Qualifications

• Process mapping and workflow automation experience
• Ability to translate business needs into AI technical specifications

Compensation:

• Up to $65/hour (W2)

Req# 1835

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