Jobs · Information Technology · California

Senior Salesforce Business Systems Analyst

Peterson Technology Partners · Irvine, CA · 2 mo ago
Information Technology$60–$65/hrContract

Our client is seeking a Senior Salesforce Business Systems Analyst to bridge business needs with technology solutions by providing advanced support and guidance to business partners, delivery teams, and cross-functional stakeholders.

About the role

This senior-level position involves technology discovery, in-depth process analysis, business requirements definition, strategic involvement in corporate initiatives, and functional oversight of complex projects. You will serve as the project liaison between partner subject matter experts and the Information Technology team, requiring effective communication, critical thinking, active listening, and the ability to translate business needs into clear, testable, and actionable requirements.

The role also includes documenting end-to-end business processes, identifying process impacts, assumptions, dependencies, risks, and acceptance criteria, leading quality test planning and User Acceptance Testing (UAT), managing deployment communications, and supporting post-implementation continuous improvement.

Strong knowledge of Commercial processes across Sales, Marketing, Revenue Management, R&D, and Customer Service is required, with hands-on experience leveraging CRM platforms—preferably Salesforce—to support Commercial workflows, reporting impacts, downstream handoffs, and business outcomes.

Responsibilities

  • Shape Demand: Support and partner in identifying and prioritizing business opportunities, focusing on long-term strategic goals. Lead the cultivation and refinement of business ideas into actionable demands, including comprehensive business cases.
  • Process Analysis: Conduct detailed assessments of current business processes using flowcharts and analytical tools to document gaps, inefficiencies, bottlenecks, and areas for improvement.
  • Business Requirements: Lead the elicitation and documentation of complex, cross-functional business requirements for corporate and strategic priority initiatives.
  • Requirements Quality and Traceability: Develop requirements that are complete, clear, testable, actionable, and traceable to business objectives, process impacts, systems, assumptions, dependencies, risks, acceptance criteria, and open questions.
  • Process Documentation: Prepare documented current-state and future-state process summaries, including process flows, key stakeholders, systems impacted, handoffs, exceptions, reporting needs, common user pain points, dependencies, and risks.
  • Salesforce and Commercial Workflow Expertise: Build and apply working knowledge of Salesforce Commercial processes, including Accounts and Sales Hierarchy, Opportunities, Forecast Submittal, Opportunity Support Requests, Contracts, Territory Management, Large Account Planning, Oil Performance Test, and related workflows.
  • Quality Assurance: Partner with the QA team in black-box testing and lead UAT efforts, including test strategy, planning, execution, and issue resolution. Identify potential risks and develop mitigation strategies to ensure project success. Engage in post-implementation reviews to drive continuous improvement.
  • Stakeholder Communication: Facilitate effective communications between business partners, delivery teams, and executive stakeholders.
  • Meeting Preparation and Follow-Up: Prepare for assigned business meetings by reviewing materials, clarifying objectives, identifying relevant questions, and sending timely summaries capturing decisions, action items, owners, due dates, risks, unresolved questions, and next steps.
  • Stakeholder Alignment and Action Tracking: Maintain stakeholder action trackers, proactively follow up on open items, confirm ownership and due dates, and escalate unclear, conflicting, or missing information with recommended options.
  • Active Listening and Business Partnership: Demonstrate active listening by accurately restating stakeholder needs, confirming understanding, asking purposeful questions, and ensuring documented outcomes reflect business decisions and next steps.
  • Mentoring and Training: Guide less experienced and new BSA team members. Work with Training and Development to create effective training media and plans for end users.

Requirements

  • 5+ years of progressively increasing responsibility as a Business Systems Analyst (BSA) or equivalent business experience, with extensive involvement in process analysis, design, documentation, and complex large-scale projects/platform implementations.
  • CRM system experience in Salesforce is required.
  • Bachelor’s Degree is highly preferred.
  • Commercial, R&D, Marketing, Sales, or Revenue Management functional experience is desired.
  • CPG Manufacturing or food service industry experience is helpful.
  • Proficiency in desktop, project management, and process flow charting tools (e.g., Visio, Lucid) is preferred.
  • Familiarity with Pricing automation or Trade Management Systems is a plus.
  • Experience with MicroStrategy or another BI platform (e.g., PowerBI) is helpful.
  • Understanding of PLM (Process Lifecycle Management) theory is beneficial.

Skills

  • Knowledge of Commercial processes including Sales, Marketing, Revenue Management, R&D, and Customer Service, with experience leveraging CRM platforms (Salesforce preferred) to drive business outcomes.
  • Ability to perform system and process analysis, including flow charting and value stream mapping using process and software documentation tools.
  • Direct participation and experience with multiple software platform implementations.
  • Experience with process improvement methodologies and tools (e.g., Kaizen, Six Sigma, Green/Black Belt).
  • Understanding of data systems, databases, software development life cycle, and information/application architecture.
  • Experience leading the development of UAT and QA testing plans and cases.
  • Ability to learn and adapt to new software and technology.
  • Project management skills are a plus.
  • Excellent interpersonal skills.

Pay

$60–$65 per hour (depends on experience level).

Schedule

40 hours per week. This is a contract-to-hire position.

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