KBC Advisors is seeking a CRM Business Analyst, Salesforce to support the scaling and optimization of our Salesforce platform. This role will work closely with our Database Manager to groom, prioritize, and execute backend configuration tasks, while also making informed recommendations on improving architecture, automation, and platform scalability to meet evolving business needs.
This is a hands-on technical role with a seat at the table, helping us modernize our Salesforce org and create repeatable, scalable processes for a fast-growing commercial real estate firm.
KBC Advisors is a modern, nimble purpose-built firm. We pride ourselves on doing things differently. We want team members with diverse views and experiences who can bring new ideas to the table. We value what makes each of us unique and use it to drive our innovative approach to commercial real estate.
This is an in-office position in our Seattle, WA office.
Essential Duties & Responsibilities
Platform Administration & Configuration
- Assist with day-to-day administration of our Salesforce org, including user set up, building and assigning permission sets, editing page layouts and lightning pages, building new and editing existing flows, and field configuration
- Perform regular health checks, audits, and proactive maintenance of Salesforce data and metadata
- Maintain industry best practices and recommend enhancements from Salesforce App Exchange
- Assist with defining and maintaining KBC’s role hierarchy
Ticket Grooming & Execution
Collaborate with the team to triage and groom Salesforce-related requestsOwn and resolve tickets related to system enhancements, bug fixes, and workflow automationSystem Optimization & Scalability
Recommend and implement backend improvements to ensure the system scales with business growthIdentify opportunities to streamline processes, reduce technical debt, and increase admin efficiencyCollaboration
Work closely with our Database Manager to support ongoing projects and roadmap executionCommunicate clearly with cross-functional teams to ensure requests are understood and delivered on timeDocumentation & Governance
Maintain documentation of workflows, processes, and key system changesSupport compliance with internal data governance standards and security protocolsPreferred Qualifications
Experience working in a high-growth, multi-office environmentExperience supporting users in the commercial real estate or professional services industryEducation & Experience
Salesforce Administrator Certification (ADM 201) – RequiredThree to five plus years of experience as a Salesforce AdministratorStrong knowledge of Salesforce platform tools, including Flow Builder, Permission Sets, Custom Objects, and Reports & DashboardsExperience with task grooming and ticket management toolsExcellent communication skills and attention to detailThe expected annual base salary for this position is $95,000 - $125,000 . Experience, skills, location and other factors are considered when determining the salary offered.