Salesforce Business Operations Analyst

About the role

The Velocity business unit is a fast-moving, start-up-like organization within the broader PTC ecosystem. We support the Onshape and Arena businesses and are focused on building a modern, scalable enterprise back-office powered by Salesforce and cloud-based technologies. We are looking for a curious, self-motivated Junior Salesforce Business Analyst to join our growing team.

Responsibilities

• Serve as a day-to-day point of contact for Salesforce end users, triaging requests, answering questions, and resolving platform issues in a timely manner.
• Partner with team leads, managers, and department stakeholders to understand business needs and translate them into actionable Salesforce configurations.
• Gather and synthesize user feedback to identify recurring pain points and surface improvement opportunities to senior analysts or leadership.
• Manage user accounts, profiles, roles, permission sets, and sharing rules to ensure the right people have the right access.
• Support the configuration of standard and custom Salesforce objects (Accounts, Contacts, Leads, Opportunities) as business needs evolve.
• Begin building and iterating on Flows to automate routine business processes — guided by senior team members as your skills develop.
• Stay current with Salesforce releases, new features, and best practices, proactively identifying capabilities that could benefit the organization.
• Contribute to sandbox testing of new features and configurations before deploying to production.

Required Technical Requirements

• Exposure to Sales Cloud or Service Cloud in a professional or hands-on learning context.
• Hands-on familiarity with core Salesforce objects, fields, page layouts, record types, and validation rules.
• Experience building or maintaining Salesforce reports and dashboards.
• Exposure to Salesforce Flows — you understand what they do and have begun experimenting with them, even if you have not yet built complex automation independently.

Nice to Have

• Salesforce Certified Administrator (ADM-201) credential, or actively working toward certification at time of application.
• Experience with third-party integrations (e.g., HubSpot, Outreach, DocuSign, ZoomInfo) or middleware tools.
• Working knowledge of user management: profiles, roles, permission sets, and sharing settings.
• Comfort working with data: CSV imports/exports, data hygiene practices, and basic understanding of data relationships within Salesforce.

Additional Requirements

• Natural Curiosity: You find yourself exploring “What if I tried it this way?” on your own time — whether that is tinkering in a Trailhead playground, clicking through Salesforce release notes, or Googling a problem because you just have to understand how it works. You ask thoughtful questions before diving in and are comfortable sitting with ambiguity while you work toward a solution.
• Self-Directed Learning: You do not wait for someone to hand you a training plan. You have used Trailhead, YouTube, the Salesforce community, or peer networks to build skills on your own terms.
• People & Communication Skills: You communicate clearly and patiently with non-technical colleagues. You know when to listen before you problem-solve, and you build rapport naturally across different teams and seniority levels.
• Ownership & Reliability: You are organized, detail-oriented, and understand that in a platform that touches the whole business, small configuration errors can have large downstream effects. You are honest about what you know, what you’re learning, and where you need support — and you actively seek feedback as a development tool.

Pay

The anticipated annual salary range for this position is between $67,000 - $90,000. The salary range reflects a good-faith estimate of compensation at the time of posting. Actual compensation may vary based on a candidate's skills, qualifications, experience, and location. Additionally, candidates may be eligible for a performance-based bonus.

Benefits

• Medical, dental, and vision insurance
• Paid time off and sick leave
• Tuition reimbursement
• 401(k) contributions and employer match
• Flexible spending accounts
• Life insurance
• Disability coverage
• (If you are an office-assigned employee), a generous commuter subsidy