Salesforce BA

Responsibilities

• Develop and maintain Salesforce dashboards and analytical reports that provide clear insight into pipeline trends, seller productivity, forecasting results, and conversion performance.
• Work with business stakeholders to define meaningful success measures and evolve reporting frameworks that support leadership decision-making.
• Review opportunity, account, lead, and activity data regularly to uphold accuracy, consistency, and reliability across the CRM.
• Evaluate campaign results and lead progression within Salesforce to measure marketing impact from initial response through sales conversion.
• Coordinate with marketing partners to improve campaign setup, attribution tracking, and the overall quality of lead-related reporting.
• Manage data loads, record cleanup, and segmentation activities to support efficient lead and account management at scale.
• Administer lead routing logic, assignment processes, and queue management to help maintain timely follow-up and smooth top-of-funnel operations.
• Serve as the business point of contact for integrated platforms, validating data movement between Salesforce and connected tools and partnering with technical resources to resolve synchronization issues.
• Refine workflows, automation, and user processes within Salesforce to better support business development teams and improve adoption across frontline users.

Qualifications

• Proven experience in a Salesforce Business Analyst, CRM Analyst, or closely related role supporting sales operations.
• Strong capability in building Salesforce reports, dashboards, and KPI-based performance views.
• Solid understanding of sales pipeline management, forecasting concepts, and lead lifecycle processes.
• Experience supporting business development or demand generation teams in high-volume lead environments.
• Familiarity with marketing campaign measurement, lead tracking, and attribution reporting within Salesforce.
• Working knowledge of connected sales and marketing technologies such as marketing automation platforms, data enrichment tools, and sales engagement applications.
• Demonstrated strength in requirements gathering, business analysis documentation, problem-solving, and stakeholder communication.