Salesforce Business Analyst
Taboola · New York, NY · 1 mo ago
HybridBusiness Development$100k/yrFull-time
About the role
Join the leading performance-driven advertising company, Taboola, as a Salesforce Systems Analyst on the Information Systems team in our New York office. You will partner closely with Sales and Account Management teams to design, configure, and improve scalable CRM workflows and business system solutions. This role combines business process analysis, solution design, and hands-on system implementation to help our global revenue organization operate more efficiently and effectively.
Responsibilities
- 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 GenAI 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.
- Bonus points if you have Salesforce certifications or experience with Salesforce Flow and declarative automation tooling.
- Familiarity with SQL/SOQL for data analysis and troubleshooting.
- Exposure to low-code/no-code automation tools or light scripting experience (e.g., Python, JavaScript).
Qualifications
Taboola is an equal opportunity employer and we value diversity in all forms. We are committed to creating an inclusive environment for all employees and believe such an environment is critical for success.