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Salesforce Business Analyst

SalesforceSalesforce FlowsCRMbusiness analystgenerative AIAgentforceSQLSOQLPythonJavaScriptlow-codeno-codeworkflow automationhybrid workproduct

Key details

Salary

$100K – $123K

Employment type

Full-time

Seniority

Mid-level

Years experience

3-5

Location

New York City, New York, United States

Full job description

Salesforce Business Analyst role in New York office partnering with Sales and Account Management to design, configure, and improve scalable CRM workflows and business systems. Requires 2-5+ years experience with Salesforce platform, Salesforce Flows, and declarative automation. Responsibilities include gathering business requirements, designing scalable workflows, implementing Generative AI use cases, managing system enhancements, and collaborating cross-functionally. Bonus for Salesforce certifications, GenAI solution experience, SQL/SOQL knowledge, and scripting skills. Hybrid work schedule with 3 days in-office. Benefits include health, dental, vision insurance, 401(k) match, commuter benefits, equity, flexible PTO, and paid parental leave. Salary range $100,000 - $123,000 USD.

What you'll do

  • Partner with global business stakeholders to deeply understand business needs and translate them into scalable CRM solutions
  • Design, configure, and maintain workflows, automations, and business processes within Salesforce and related business applications
  • Evaluate and implement practical Generative AI use cases to improve business users' productivity and workflow efficiency
  • Continuously identify opportunities to optimize workflows, reduce manual effort, and enhance user experience across business systems
  • Manage system enhancements through the entire lifecycle: discovery, testing, rollout, documentation, and user support
  • Collaborate cross-functionally with global Information Systems, RevOps, and business stakeholders on high-impact initiatives

Requirements

  • 2–5+ years of hands-on experience as a Salesforce Business Analyst or Implementer with a deep understanding of the platform
  • Hands-on experience with Salesforce Flows and a strong technical grasp of declarative automation
  • Proven track record designing and implementing scalable workflows, automations, or business process improvements within CRM platforms
  • Strong core BA skills, including experience gathering business requirements and translating them into practical system solutions
  • Solid business acumen, with a strong understanding of sales or go-to-market (GTM) processes and how systems support operational efficiency
  • Enthusiasm for innovation, specifically around Generative AI tools and how they can improve business workflows and productivity
  • Excellent communication skills and the ability to collaborate effectively in a team environment
  • Strong analytical mindset combined with excellent self-learning abilities
  • Autonomy and adaptability, with the ability to take ownership of deliverables and collaborate effectively with a manager and team based in a different time zone
  • Salesforce certifications (bonus)
  • Experience building GenAI solutions for business processes using Agentforce or other AI tools (bonus)
  • Familiarity with SQL/SOQL for data analysis and troubleshooting (bonus)
  • Exposure to low-code/no-code automation tools or light scripting experience (e.g., Python, JavaScript) (bonus)

Tech stack

SalesforceSalesforce FlowsGenerative AIAgentforceSQLSOQLPythonJavaScriptlow-code/no-code automation tools

Benefits

Comprehensive benefits including health, dental, vision insurance401(k) matchingPre-tax commuter benefitsFully stocked kitchenVarious gym partnershipsFlexible hybrid work schedule (3 days in-office with option for more)Discretionary bonusEquityFlexible PTOPaid parental leave

Apply now

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