דרושים » כספים וכלכלה » Salesforce Business Analyst

The Salesforce Senior BA is a Salesforce expert with very strong hands-on capabilities. Experienced in leading discovery and requirements gathering meetings, documenting technical and functional requirements. Skilled in navigating, managing technical conversations with business users and have the ability to guide business stakeholders (RevOps, Product, Engineering) to scalable solutions that meet their KPIs and challenges. The candidate is able to independently identify, design and implement solutions that meet business strategies. The candidate leads projects and is responsible for presenting Salesforce capabilities and working collaboratively with other team members to configure the platform to meet Users needs.
This is a dream Job for someone who enjoys an environment where no code platforms are used so they can give freedom to their technical expertise and enjoy a highly motivated organization with mature business stakeholders
Responsibilities:
Lead requirements gathering sessions with technical teams such as R&D and Product and interpret requirements into functional and technical solution designs, actionable tasks for yourselves or another team member.
Manage project scope and limit scope to deliver projects on time and within budget.
Perform hands-on configuration of declarative Salesforce solutions, managed packages, creation and refinement of complex data models, external integration, business process automation and other custom functionality.
Create project deliverables which may include requirements documentation, solution designs, process flow charts, project road maps, user stories, test scripts and training materials.
Communicate and report project status to both business units and internal leadership including budget, risks and general business issues.
Proactively search for ways to positively impact your business units success, such as new Salesforce features released, system and process improvements.
Work with external vendors to integrate enhanced system solutions.Review and present to the stakeholder's 3rd party solutions. Including managing discovery phase, PoC, Legal and security processes.
Stay up to date on new Salesforce feature releases.

we are looking for a Project Manager Salesforce.
Responsibilities:
Project Manager manage large projects including timeline, budget, scope, C level relationships/expectations. Participate in end to end implementation planning and manage day-to-day execution of project implementations. Assist with the planning, tracking, documentation, issue management and status updates for the project.
Manage end-to-end functionality as it relates to the analysis, design, build, test, and deployment of enterprise level solutions.
Create and manage project plans; monitor and review project progress and timelines; adjust schedules and plans as needed; and identify and resolve issues to ensure project success.
Adopt a standardized development lifecycle methodology for all projects.
Develop and maintain numerous project deliverables that support the solution design including discussion documents and other project artifacts.
Establish and maintain Trusted Advisor status with Project, Business and Technology stakeholders
Facilitate requirements gathering, including review sessions, and assist with the creation of project deliverables, as needed.
Hands-on application configuration/customization to meet client needs.
Manage UAT with end users including coordination and user acceptance signoff.
Collect, formulate, and disseminate best practices on project implementation, solution positioning and delivery. Provide feedback to Engagement Managers and Executive Sponsors when necessary.
Have difficult conversations regarding budget, resources and timeline and formally capture and communicate outcomes of those meetings.
Travel may be required.

As part of our companys Information Systems department, youll lead a team of professional developers and QA engineers working on interesting and complex Salesforce CPQ projects that deliver business value, develop trusting relationships with stakeholders, and adapt to changing project constraints.
In addition, youll design and build AI-powered solutions, AI agents, and workflow automations that improve efficiency, accuracy, and scalability across Sales, Marketing, Finance, and other core teams.
This role blends AI solution engineering with CRM expertise, requiring both strong managerial skills and technical depth.
About The Role:
Oversee and take responsibility for the successful completion and timeliness of Salesforce CPQ projects.
Work, collaborate, and monitor external vendor deliveries.
Lead, define, and prioritize business functional requirements.
Youll design and develop AI-powered experiences that transform and affect our stakeholders.
Implement advanced prompt and agent design patterns (structured outputs, tool/function calling, retrieval-augmented generation).
You will work closely with various technical and non-technical members of different our company's departments
Collaborate with Engineering, Data, and AI Platform teams to extend AI Gateway with new actions and integrations.
Partner with Finance, HR, Legal, and Security to capture requirements and deliver AI-powered business solutions.

we are looking for a Engagement Manager.
As an Engagement Manager, you will report to the Director of Engagement Management on the Professional Services team. Your main goals are to work with the sales team to position services value, introduce implementation best practices, and support closing the license sale while setting up the customer for success. Your performance will depend on your ability to operate in a pre-sales environment, excel in setting expectations with customers for a comprehensive and sound delivery plan. You must demonstrate prescriptive solution design and display project delivery credibility while presenting comprehensive implementation proposals for customers and prospects
RESPONSIBILITIES
During the course of a project, be the primary customer interface and perform project management activities that ensure adherence to our methodology.
Establish and maintain trusted advisor relationships with client project stakeholders by providing vision and digital transformation leadership Create and manage project plans; monitor and review project progress and timelines; adjust schedules and plans as needed; and identify and resolve issues to ensure project success.
Work with our Sales team to develop Statements of Work, and then deliver the implementation against the contracted timelines and Ensure on time and on budget delivery of projects while also ensuring that project gates and governance are properly adhered to during the execution of the project.
Have difficult conversations regarding project issues, risk management, budget, and timeline and formally capture and communicate outcomes of those meetings.
Manage customer escalations and coordinate cross-functional teams to resolve critical customer issues, owning the communication back to the customer.
Track utilization of project resources and manage this against the resource allocation and budget. This includes on time entry and approvals for project timesheets. Assist with the planning, tracking, documentation and status updates for the project.
Able to manage one or two large projects or a couple of small to medium sized interrelated projects requiring complex cross-functional collaboration and management at the program level.

We are looking for a Salesforce Business Analyst to join the CRM (Salesforce) team, which is responsible for supporting global users and is in charge of global business processes.

The Salesforce Business Analyst will support global stakeholders and users and create project plans, track progress and create training materials.

You should apply if you are a team player who can drive complex projects to completion - we offer a great working environment in a successful company and development opportunities going forward.

The Salesforce Business Analyst will report to CRM Manager.

Your key responsibilities will include:

Establish working processes to ensure timely and high-quality delivery.
Design and implement solutions on the Salesforce platform.
Manage and lead projects in Salesforce ecosystem.
Design and implement new business requirements to improve business processes

We are seeking a driven, solution-oriented Salesforce Analyst with a deep understanding of platform architecture and a passion for enhancing business performance. In this role, you wont just be "fixing tickets"-you will be a strategic partner to our Sales, Marketing, and Customer Success teams. You will translate complex business needs into elegant, scalable technical solutions that adhere to Salesforce best practices.
What You'll Be Doing:
Lead cross-organizational projects designed to increase efficiency across Sales, BDR, Marketing, and Partner relations.
Work closely with global business leaders to gather requirements, provide system support, and understand the unique nuances of different regional teams.
Architect creative solutions to complex technical challenges, leveraging Salesforces latest features to solve high-impact business problems.
Execute end-to-end configuration, including advanced Flow automation, custom objects, data modeling, and system integrity checks.
Continuously assess our Salesforce instance to identify bottlenecks and implement "best-in-class" improvements that support a rapidly growing SaaS organization.

As a Sr. Business Applications Analyst at Yotpo, you will be critical in driving process improvements, developments and optimization of our Salesforce platform and other business applications. This hybrid position combines proven technical development understanding with business process analysis, allowing you to bridge the gap between business needs and technology solutions. Your primary focus will be on enhancing our systems to support business objectives, streamline processes, and improve operational efficiency.

You will work closely with cross-functional teams to understand our current Salesforce setup, identify areas for improvement, and implement scalable solutions that align with industry best practices and business goals.

Key Responsibilities:

Salesforce Development: Design, develop, and maintain Salesforce-based solutions, including custom applications, automation, and integrations with third-party tools.
Ensure best practices in Salesforce development, adhering to security, scalability, and maintainability standards.
Business Process Analysis: Collaborate with business stakeholders to evaluate and improve existing processes, identifying inefficiencies and proposing Salesforce-based solutions to ensure best practices in development, adhering to security, scalability, and maintainability standards.
Solution Design and Implementation: Develop technical specifications and implement thoughtful, high-quality solutions that meet business requirements, ensuring alignment with best practices.
Cross-Platform Solutions: Act as the technical point of contact for designing and implementing complex, cross-platform solutions, supporting all Information Systems (IS) initiatives.
Agile Development: Work in an Agile environment, contributing to user stories, continuous integration, and test-driven development to deliver high-impact solutions.
Documentation and Collaboration: Maintain clear and thorough documentation for all technical designs, processes, and solutions. Foster strong collaboration between technical teams and business users to ensure successful project outcomes.

The Salesforce Marketing Cloud / Marketing Services business analyst reviews and evaluates business systems, processes, and requirements to design, implement, and enhance marketing automation systems that meet overall client business objectives.
The business analyst is responsible for leading workshops, overseeing configuration of the system, and managing relationships with customers and internal stakeholders. He/she can lead a workstream for large projects and guide the work of the supporting team.
The BA should act as a strategic advisor to help clients get the most value out of their marketing automation system and their consulting engagement.
Responsibilities:
Engage with clients to assess their current sales and marketing landscape and processes and distill business requirements/user stories.
Lead onsite client workshops to share marketing automation framework, best practices, and case studies.
Work with clients to shape marketing automation strategy and define and scope projects to address specific needs.
Guide marketing automation administration, configuration, migration, campaign execution, and testing activities.
Manage agile business executives and work with them to successfully complete the program.
Mentors other consultants and business analysts throughout the project.
Supports the project manager in identifying and mitigating risk and resolving issues.
Keep up-to-date on latest industry trends and research to share with clients and to continually optimize their marketing automation strategy.

we are seeking an eCommerce Business Systems Analyst, a highly technical and IT accomplished professional who has a talent and a love for data and software design. In this role, you will help customers meet their business goals by enabling them to sell their products online. This person will, through a highly technical lens, coordinate efforts to define, design, and implement eCommerce solutions for customers.
What Makes This a Great Opportunity
Bring your technical expertise and prowess into a customer-centric role.
Be part of a growing company set apart by a strong collaborative culture driven by clear core values.
Ability to make an impact quickly with diverse work in a small family-like, professionally-managed, no frills work environment.
Join a company where your talent will be recognized and rewarded and personal and career development is valued.

We are seeking a driven, solution-oriented Salesforce Analyst with a deep understanding of platform architecture and a passion for enhancing business performance. In this role, you wont just be "fixing tickets"-you will be a strategic partner to our Sales, Marketing, and Customer Success teams. You will translate complex business needs into elegant, scalable technical solutions that adhere to Salesforce best practices.
What You'll Be Doing:
Lead cross-organizational projects designed to increase efficiency across Sales, BDR, Marketing, and Partner relations.
Work closely with global business leaders to gather requirements, provide system support, and understand the unique nuances of different regional teams.
Architect creative solutions to complex technical challenges, leveraging Salesforces latest features to solve high-impact business problems.
Execute end-to-end configuration, including advanced Flow automation, custom objects, data modeling, and system integrity checks.
Continuously assess our Salesforce instance to identify bottlenecks and implement "best-in-class" improvements that support a rapidly growing SaaS organization.