Salesforce CRM System Analyst
WFA Digital Insight
As demand for CRM specialists continues to grow, with a 25% increase in job postings in the last year, professionals with expertise in Salesforce are in high demand. Michael Baker International's commitment to digital transformation makes this role particularly interesting, with the company seeking a skilled Salesforce CRM System Analyst to support the design, configuration, and delivery of their Sales Cloud platform. With the ability to work remotely, this role offers a unique opportunity for candidates to leverage their technical and functional skills to drive business growth. Before applying, candidates should be aware that experience in the Engineering & Construction industry and familiarity with integrations such as Oracle ERP are preferred.
Job Description
About the Role
The Salesforce CRM System Analyst will play a critical role in supporting the design, configuration, and delivery of Michael Baker International's Salesforce Sales Cloud platform. This role will work closely with business stakeholders and technical teams to implement and optimize CRM processes across various areas, including Accounts & Contacts, Lead Management, and Reporting & Analytics. The ideal candidate will have a deep understanding of Salesforce functionality and the ability to communicate effectively with both business and technical stakeholders.As a key member of the team, the Salesforce CRM System Analyst will be responsible for configuring and maintaining Salesforce Sales Cloud features, including accounts, contacts, leads, opportunities, and forecasting. This will involve working closely with stakeholders to gather business requirements and translate them into functional specifications, as well as collaborating with developers to implement technical solutions.
The successful candidate will be part of a dynamic team that is committed to driving business growth through digital transformation. With a strong focus on innovation and customer satisfaction, Michael Baker International is an exciting place to work for professionals who are passionate about using technology to drive business success.
What You Will Do
- Configure and maintain Salesforce Sales Cloud features, including accounts, contacts, leads, opportunities, and forecasting
- Assist in implementing proposal management workflows, approval processes, and automation using Salesforce tools
- Support user administration, security settings, and sharing rules
- Gather and document business requirements for CRM enhancements and new features
- Translate business needs into functional specifications and collaborate with developers for technical implementation
- Conduct impact analysis and ensure alignment with CRM best practices
- Contribute to the process, data migration, and system integration related to Mergers Acquisitions (M&As)
- Support integrations between Salesforce and enterprise systems (Oracle ERP, Deltek, Outlook/Exchange, etc.)
- Assist with data migration, cleansing, and maintaining data quality standards
- Build and maintain dashboards and reports for pipeline, forecasting, and sales performance
- Collaborate with BI teams to ensure Salesforce data is available for enterprise analytics platforms like Power BI
What We Are Looking For
- 5-7 years of experience with Salesforce Sales Cloud (other applications nice to have) in a techno-functional role
- Hands-on experience in configuring Salesforce functionality, objects, workflows, validation rules, and reports
- Good understanding of integrations (REST/SOAP APIs, middleware tools) and data management/migration activities/tools
- Good knowledge of core CRM processes: accounts, contacts, leads, opportunities, and forecasting
- Ability to work with cross-functional teams and communicate effectively with business and technical stakeholders
- U.S. Citizen or Green Card Holder-Permanent Resident
- Experience in Engineering & Construction or project-based industries
- Familiarity with Salesforce integration with Oracle ERP, Deltek Vantagepoint, and Outlook/Exchange
Nice to Have
- Salesforce certification/s
- Basic experience in or familiarity with Salesforce AI Agentforce/Einstein tools
- Experience with data analytics and reporting tools
Benefits and Perks
- Medical, dental, vision insurance
- 401k Retirement Plan
- Health Savings Account (HSA)
- Flexible Spending Account (FSA)
- Life, AD&D, short-term, and long-term disability
- Professional and personal development opportunities
- Generous paid time off
- Commuter and wellness benefits
How to Stand Out
- When applying for this role, make sure to highlight your experience with Salesforce Sales Cloud and your ability to configure and maintain its features.
- Be prepared to provide examples of your experience with integrations, data management, and reporting.
- Showcase your understanding of core CRM processes and your ability to communicate effectively with both business and technical stakeholders.
- If you have experience in the Engineering & Construction industry, be sure to highlight this in your application.
- Consider obtaining Salesforce certification to increase your chances of standing out in a competitive job market.
- Be prepared to discuss your experience with data analytics and reporting tools, and how you can apply this knowledge to drive business growth.
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