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Salesforce Analyst
Salesforce AnalystBeacon Hill • Itasca, IL, US
Salesforce Analyst

Salesforce Analyst

Beacon Hill • Itasca, IL, US
19 days ago
Job type
  • Temporary
Job description

Job Description

This is a 3-6 month contract to hire opportunity. Working onsite 2-3 days a week is expected.

Role Description

We are looking for a Salesforce Analyst who will own and optimize our Salesforce environment with a focus on reporting, process improvement, documentation of existing workflows, and aligning system usage with external best practices. The Salesforce Analyst will collaborate with sales, product management, operations, and IT to ensure our CRM system both reflects our business processes accurately, and supports decision making with clear, timely, and insightful information.

Requirements :

  • 2-4 years of experience
  • SOFT Skills – this is imperative for this role as they will be highly involved with stakeholders doing consultative work
  • Salesforce, Power BI, SQL
  • Experience with process improvement
  • Develop and maintain reports, data cleanup

Qualifications

  • Bachelor’s degree in Business, Information Systems, Supply Chain, Engineering, Statistics, or similar.
  • 2-5 years of experience in roles like Salesforce Analyst, CRM Analyst, Salesforce Admin with heavy business analysis, Sales Operations, or a systems analyst role. Preferably in a manufacturing, industrial, or supply chain context.
  • Strong understanding of Salesforce, specifically its objects, data model, automation tools (Flows, Process Builder, validation rules, approvals), reporting & dashboards.
  • Experience with data management best practices : data hygiene, deduplication, validations, dealing with mass data updates.
  • Proficiency in reporting & analytics tools; Excel advanced; familiarity with BI tools and dashboards (preferably Power BI). SQL skills a plus.
  • Excellent analytical skills with ability to translate business requirements into system functionality.
  • Exceptional communication skills with being able to elicit requirements, explain technical concepts to non-technical stakeholders, train users.
  • Good project planning & organizational skills; ability to prioritize requests, manage competing stakeholders.
  • Familiar with governance of technology systems, change management, version control / sandbox / configuration migration practices.
  • Salesforce Process & System Ownership

  • Document and map current business processes that involve Salesforce (sales, customer service, product management, etc.). Identify gaps, redundancies, or inefficiencies.
  • Recommend and lead process improvements to align with internal needs and external best practices (benchmarks in CRM / SAAS / Manufacturing sectors).
  • Work closely with stakeholders (sales, marketing, product management, operations, customer service) to gather requirements for enhancements, changes, or new features in Salesforce.
  • Suggest / configure custom objects, flows, automation (workflows, flows, validations, approval processes), and integrations between external systems and Salesforce to streamline work and enforce data quality or business rules.
  • Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

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    Salesforce Analyst • Itasca, IL, US

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