Salesforce Analyst II

Responsibilities

• Serve as a partner with business representatives to identify bottlenecks, inefficiencies, and areas for improvement.
• Recommend process enhancements and automation opportunities to optimize productivity and maximize ROI.
• Define, prioritize, and document requirements to address business opportunities.
• Create business requirement documents/user stories, participate in requirement gathering sessions, create QA test scripts, and facilitate QA testing.
• Deliver solutions using declarative configuration to create validation rules, flows, sharing rules, Lightning components, and understand technical requirements and functionality.
• Ensure the security of customer and business data by utilizing Salesforce tools and following data privacy procedures.
• Facilitate all stages of a project, from requirements gathering through testing and training.
• Build and foster relationships by displaying industry knowledge and expertise in the Salesforce.com platform.
• Analyze business processes and champion the ability to provide process solutions to increase accuracy and efficiency.
• Prepare and maintain detailed documentation and reports to provide information for summaries, presentations, and reports.
• Create functional business requirement documents/user stories.
• Keep abreast of SFDC features and functionality to provide recommendations for process improvements.
• Strong experience in user interface configuration, data transfer and cleansing via APEX Data Loader and SFDC Import Wizard.
• Participate and facilitate Agile related ceremonies such as scrum, sprint planning, and refining meetings.
• Use declarative Salesforce skills to build and maintain flows, validation and sharing rules, and page layouts.

Qualifications

• Working knowledge of Agile/SAFe Lean enterprise concepts and best practices and how they are applied.
• Advanced SFDC knowledge and hands-on creation experience with objects, fields, flows, Lightning components, SFDC Clouds, and Communities.
• Experience working within a matrix organization, collaborating with business stakeholders, user experience teams, project managers, product managers, developers, and others.
• Detail-oriented with a keen focus on accuracy and effective reporting.
• A change agent; progressively challenging the team to continuously improve.

Additional Knowledge and Skills

• Ability to use AI tools (e.g., Microsoft Copilot) to support daily work.
• Experience integrating AI into workflows to improve efficiency or insights.
• Familiarity with AI-assisted research, summarization, and content generation.
• Understanding of responsible AI use, including ethics and data protection.

Work Experience & Education

• Bachelor’s Degree or equivalent experience preferred.
• 2-4 years of advanced experience working in the SFDC CRM platform required.
• Salesforce.com Certified Administrator required.