Salesforce Senior Business Analyst
Safe-Guard Product International serves Original Equipment Manufacturers (OEMs), top retailers, and independent agents in the automotive finance and insurance industry with the leading Protection Products Platform. Our platform delivers innovative protection products and solutions that protect consumers from the perils of ownership, while providing Finance & Insurance professionals the tools to ignite scalable and sustainable business growth. Safe-Guard’s success is driven by over 850 employees, who serve more than 12,000 dealers and support contract holders across the U.S. and Canada.
About the role
As a Business Analyst, you will play a pivotal role in the development and optimization of Salesforce-driven business processes and solutions. This role focuses on collecting, analyzing, and documenting business requirements to support the design and implementation of scalable workflows and features within Salesforce.
Responsibilities
- Collaborate with stakeholders to gather and document business requirements for Salesforce-based process enhancements and new feature development
- Analyze existing workflows and identify opportunities for automation and optimization within Salesforce
- Translate business needs into clear, actionable user stories and functional specifications for Salesforce configuration and development
- Act as a Salesforce subject matter expert (SME) for internal and external stakeholders
- Participate in defect resolution related to Salesforce data, workflows, and integrations
- Support testing efforts including UAT, scenario creation, and quality assurance for Salesforce enhancements
- Partner with reporting and analytics teams to define and maintain Salesforce dashboards and reports
- Monitor and communicate key Salesforce metrics and KPIs
- Maintain documentation related to Salesforce process design, configuration, and lifecycle management
- Provide regular updates and communications to stakeholders regarding Salesforce project status and outcomes
- Build strong relationships with internal teams and external partners to ensure successful Salesforce adoption and usage
Requirements
- BA/BS in Business, Communications, Information Systems, or related field
- 2+ years of experience in Salesforce business analysis, product management, or project management
- Proven experience gathering and documenting business requirements for Salesforce implementations
- Strong understanding of Salesforce platform capabilities (Sales Cloud, Service Cloud, custom objects, flows, etc.)
- Experience working in complex matrix organizations and cross-functional teams
- Excellent analytical, critical thinking, and problem-solving skills
- Proficiency in data analysis and visualization tools (e.g., Looker, Power BI)
- Superior presentation and communication skills
- Ability to work independently and manage multiple Salesforce-related projects in a fast-paced environment
- Experience with process documentation and Agile methodologies
- Proficiency in MS Office (Word, Excel, PowerPoint)
- Salesforce certifications (e.g., Salesforce Business Analyst, Administrator) are a plus
- Must be authorized to work in the U.S. and able to pass a background check
Benefits
- Medical, Dental, and Vision Insurance
- Flexible Spending Account
- Health Savings Account
- 401(k) Plan with Company Match
- Company-paid Short-Term and Long-Term Disability
- Company-paid Life Insurance
- Paid Holidays and Vacation
- Employee Referral Program
- Employee Assistance Program
- Wellness Programs
- Paid Community Service Opportunities
- Tuition Reimbursement
- Ongoing Training & Personal Development
Schedule
Hybrid schedule (Sandy Springs, GA)