AdTechTalent
Product3 days agoHybrid

Taboola

Salesforce System Analyst

SalesforceCRMworkflow automationbusiness systemsgenerative AISQLSOQLPythonJavaScriptlow-codeno-codeproducthybrid

Key details

Salary

Not specified

Employment type

Full-time

Seniority

Mid-level

Years experience

3-5

Location

New York City, New York, United States

Full job description

Salesforce Systems Analyst role in New York office partnering with Sales and Account Management to design, configure, and improve scalable CRM workflows and business system solutions. Requires 2-5+ years experience in Enterprise Business Systems (Salesforce, Dynamics 365), designing scalable workflows and automations, understanding sales/go-to-market processes, gathering business requirements, and interest in Generative AI. Responsibilities include partnering with stakeholders to translate business needs into CRM solutions, optimizing CRM processes, implementing Generative AI use cases, improving workflows, managing system enhancements, and collaborating cross-functionally. Benefits include health, dental, vision, 401k matching, commuter benefits, stocked kitchen, gym partnerships, hybrid work schedule, bonus, equity, PTO, and parental leave. Salary range $100,000 to $123,000 USD.

What you'll do

  • Partner with global business stakeholders to understand business needs and translate them into scalable CRM solutions
  • Design, configure, and maintain workflows, automations, and business processes within Salesforce and related business systems
  • Support ongoing optimization of CRM processes including lead routing, approvals, data management, notifications, and operational workflows
  • Help evaluate and implement practical Generative AI use cases that improve team productivity and workflow efficiency
  • Continuously identify opportunities to improve workflows, reduce manual effort, and enhance user experience across business systems
  • Manage system enhancements through discovery, testing, rollout, documentation, and user support
  • Collaborate with global Information Systems, Integration/Development, RevOps, and business stakeholders on cross-functional initiatives

Requirements

  • 2–5+ years of hands-on experience in Enterprise Business Systems environments (e.g., Salesforce, Dynamics 365)
  • Experience designing and implementing scalable workflows, automations, or business process improvements within CRM platforms
  • Strong understanding of sales or go-to-market processes and how systems support operational efficiency
  • Experience gathering business requirements and translating them into practical system solutions
  • Interest in and curiosity about Generative AI tools and how they can improve business workflows and productivity
  • Ability to work autonomously, take ownership of deliverables, and collaborate effectively with a manager and team based in a different time zone
  • Salesforce certifications or experience with Salesforce Flow and declarative automation tooling (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

SalesforceDynamics 365Salesforce FlowSQLSOQLPythonJavaScriptGenerative AI

Benefits

Comprehensive benefits (health, dental, vision, 401k matching)Pre-tax commuter benefitsFully stocked kitchenVarious gym partnershipsHybrid work schedule with 3 days in-office with option for moreDiscretionary bonusEquityFlexible PTOPaid parental leave

Apply now

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