Title:  ESG - Net Zero Cloud / Salesforce Business Analyst

The ESG - Net Zero Cloud / Salesforce Business Analyst will work as part of the team dedicated to ensuring that we are maximizing efficiency and capitalizing on the full features and benefits of two Salesforce environments based on the various user group needs. This is an excellent opportunity for a Salesforce Analyst with understanding of the Salesforce product suite, specifically Net Zero Cloud, and ideally including Sales, Service, and/or Experience Clouds. We are seeking someone with excellent technical and communication skills who can interface directly with internal stakeholders to understand their needs to administer and enhance the system accordingly. This person will serve as the "go to" for users, promote adoption, keep current on new releases and AppExchange solutions, provide training, and more. Additionally, the Administrator will perform basic updates, such as add/delete users, and adding basic custom fields.

RESPONSIBILITIES:

Create and Manage Changes to the System –

• Manage system changes without interruption to the user.
• Communicate system changes to the users in advance so they understand the change and how to use it prior to implementation.
• Gather requirements from end users.
• Manage the change control process when appropriate.
• Manage all processes that impact / relate to Salesforce.com.
• Create and maintain fields, views, reports, dashboards, campaigns and other salesforce.com objects and functions.
• Create custom objects when necessary.
• Handle on-going customization/ alteration of Salesforce.com.
• Maintain, enhance and create workflows, functions and configurations within the Salesforce.com environment.
• Create new reporting capabilities and respond to ad hoc reporting requests as needed.
• Provide support functions as needed.
• Provide sales and financial data to company executives.

Maintain System, Security and Integrity –

• Update salesforce.com hierarchy and territories in response to personnel changes.
• Reassign Accounts, Contacts, and Opportunities in response to personnel changes.
• Grant/ remove and maintain user licenses.
• Maintain security including sharing rules and security levels.
• Design, Create and maintain user roles, profiles and hierarchies.

User Assistance, Training, Adoption and Satisfaction –

• Create and administer training to existing or new users/groups.
• Provide one to one training to end users on an on-going basis.
• Expand use of Salesforce.com – attend planning meetings, assist with determining if /how salesforce.com can be used in new ways as opposed to purchasing a new internal system.
• Assist sales management to create processes in salesforce.com to help monitor activities, trends, sales and leads.
• Communicate regularly with user base regarding new features, enhancements and changes to the system.
• Monitor usage and mentor users/groups needing assistance.
• Be the company SME on Salesforce.com.

Process Creation, Documentation and Maintenance –

• Document company processes and workflows.
• Develop process documentation and field maps.
• Create new processes and associated reporting.

Data Quality, Migration and Maintenance –

• Assist with migration from older systems/processes into Salesforce.com.
• Import data as appropriate.
• Monitor and manage exception logs for back-end system integration with SFDC.
• Ensure data integrity by performing mass uploads and updates of data as required; Removing unnecessary fields and data; ensuring screens, fields and workflow have accurate names and reflect current workflow.

Report and Dashboard Creation and Maintenance –

• Create and maintain dashboards.
• Create and maintain reports including folder maintenance.
• Develop complex, macro driven reports to summarize system information for Senior Management.
• Build and manage report folders for reps to improve sales efficiency.

ESSENTIAL REQUIREMENTS:

A system analyst needs a solid understanding of the organization’s business. They must have solid salesforce.com knowledge and experience with systems architecture and ability to design scalable performance-driven solutions. Most importantly they should be proactive, organized and logical.

QUALIFICATIONS:

• Bachelor's Degree or equivalent qualification
• 8+ years total experience in supporting implementation of software development projects.
• 6-8 years of experience supporting the Salesforce Sales and Service Cloud, end to end implementation experience that has been utilized in actual projects.
• 2+ years of experience supporting the Net Zero Cloud.
• Net Zero Cloud certification is preferred.
• 3-5 years of experience performing business systems analysis. Experience authoring requirements, definition, and related documentation.
• Excellent communicator with the ability to work with and conduct demos/training to stakeholders from staff to senior management levels.
• Experience with developing thorough systems documentation including functional specifications, process flows and user stories.
• Experience collaborating with business stakeholders, business process owners, technical project managers and technical teams to execute business analysis tasks
• Must have worked in an Agile methodology with a Scrum/Sprint Framework.
• Excellent interpersonal skills - written and verbal communications, critical thinking, decision making, and problem-solving
• Proficient in Microsoft Word, Excel, PowerPoint, Project, Visio, SharePoint as well as other project management and service management tools  
• Ability to work independently, as well as part of a team
• Salesforce.com Administrator certification is required.
• Team player with positive “Can-do” attitude