Overseas Contractor

Salesforce Business Analyst

Location:

Newport Beach, CA 92660 OR Irvine, CA 92617 (Only Locals) Hybrid Must: 4 Days to office

Responsibilities

Bachelor's Degree from an accredited institution in Business Administration, Computer Science, or related field

Minimum 7 years of experience with a minimum of 5 years of experience as a CRM Business Analyst or Business Systems Analyst

Salesforce Sales Cloud Experience Certifications preferred but not required

Experience leading meetings, ability to independently conduct UAT, and ability to extract data and evaluate report options

Familiarity with principles of effective project management

Solid mathematical and technology aptitude and basic project management skills

Ability to analyze and document complex business processes

Ability to think analytically, gather and interpret data to successfully solve problems

Must be able to understand technical concepts of the system environment

Exceptional written and verbal communication skills and a customer service attitude

Must be extremely well organized and thorough

Ability to see every problem or issue as a potential opportunity, strive for continual process improvement, and approach daily tasks with a positive attitude and deep desire to elevate the customer experience

Expertise in Google Suite especially Docs, Sheets, Slides, and Lucid Charts

The ability to work effectively under pressure

As a member of the CRM and Marketing team, the Sr Business Analyst will be primarily responsible for support and enhancement of the existing CRM and integrated web systems. Responsibilities include day to day break fix support as well as implementing enhancements and projects by means of analysis, requirements gathering, functional design specification, testing, training, and documentation of CRM and web systems

This role will own the management of all requirements gathering, analysis, testing of incoming user requests including effectively documenting and articulating tactical and strategic requirements to management, business stakeholders, and developers for the purpose of developing solutions for the business units involved

This role will serve as the functional expert for CRM applications and develop use cases and screen mockups describing business processes and expected functional experience

Ability to recommend and identify CRM solutions applicable to the commercial real estate industry leveraging existing technologies as well as your previous project and support experience

Serve as liaison between the business divisions and technical IT resources, interview staff, and conduct functional business requirements gathering sessions, participate in primary and secondary research in the identification of solutions to meet business needs, analyze user requests for new capabilities, detail enhancements to existing systems, and new errors as found by the team and user community

Coordinate internal system release testing and User Acceptance Testing (UAT) to facilitate effective and organized issue resolution. This includes training of the UAT team on the application and/or process change and management of all phases of testing for the teams supported applications

Serve as application support analyst for the help desk ticket queues for assigned CRM and Web Marketing systems. Quickly analyze, investigate, follow up, and route all questions, queries, and service desk tickets as they arrive in the support queue. As an ongoing responsibility, this person must be able to systematically evaluate and update all service desk request records so they are accurate, up-to-date, and prioritized

Produce process maps, system diagrams, logical data models, business requirements gap analysis, report specifications, and other documentation as required for project analysis, planning, and design. This role will be responsible for producing system documentation throughout the quarterly release cycle of enhancement requests. This includes standardized requirements documents and detailed design documents

Design test plans including definition of test cases and the creation of detailed solution test scripts for UAT. Work with other teams and vendors