Sr Business Analyst - Sales Cloud

Overview

Insight Global is looking for Sr Business Analyst to join a leader in the tech industry supporting the transformation of their Lead to Cash business operations. These BAs will have diverse responsibilities primarily focused on technology and system implementations, delivering automation and improving our operational infrastructure. Business Analysts (BAs) help improve processes and efficiency by understanding business needs, capturing the project requirements, and collaborating/communicating with stakeholders to support development and implementation of the Salesforce solution. BAs work effectively with both people and information to facilitate a solution to a problem.

Responsibilities

• Technology Implementation Projects
  • Work with business teams and business process teams to understand business needs and translate into clear, detailed requirements
  • Advocate on behalf of business stakeholders to ensure that proposed solutions meet the business requirements and provide a positive user experience
  • Drive systems-related project execution in direct partnership with IT (system administrators and development scrum teams); document business results achieved through solution implementation
  • Lead UAT business planning and execution. Review QA and write UAT test scripts. Manage UAT with end-users including coordination and user acceptance sign-off
  • Partner with project stakeholders, IT, and System Administrator teams to plan and prepare for Go-Live and post-go live support
  • Participate in end-to-end implementation planning including project management, issue management, communication, and change management. May engage with Change Management/Communications teams to plan for and review change management content for project launches
• Program Operations & Portfolio Management
  • Manage the Features & Enhancements program lifecycle from intake to go-live, ensuring a clear, efficient, and data-driven process. This role is crucial for optimizing the L2O roadmap, maintaining a healthy project backlog, and continuously improving our delivery model to provide the most impact solutions for our sellers

Qualifications

• 5+ years of experience as a Business Analyst utilizing project management methodologies to drive timelines
• 2+ years experience in a Sales Operations/Sales Process Automation role
• 2+ years enterprise level Salesforce admin/Meta-Data governance experience
• Blend of Salesforce administrative competency and business acumen to support from a techno-functional perspective
• Strong experience and knowledge of business requirement documentation (BRDs)
• Hands on experience coordinating and performing UAT testing
• Experience supporting requirements related to Lead to Cash, Order to Cash, Quote to Cash, Sales Operations, or Revenue Operations type business processes/operations
• Experience with and understanding of the Salesforce platform; demonstrated knowledge of Salesforce capabilities/potential to provide solutions to business problems
• Strong documentation and communication skills for multi-stakeholder alignment, simplifying complex analysis through compelling storytelling slides, and producing high-quality documentation
• Ability to synthesize business pain points and people/process/technology issues to formulate proposals to remediate them
• Structures own work to meet all deadlines, is able to shoulder additional workload, and adds value by exceeding original plans
• Demonstrates use of listening and questioning techniques to understand issues and problems
• Ability to become a trusted advisor with key stakeholders
• Proficient in Google Slides and Sheets, Lucidchart or Microsoft Excel and PowerPoint
• Certified Salesforce Administrator, Certified Sales Cloud Consultant

Equal Opportunity

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: