Offer summary

Qualifications:

Proven experience as a Salesforce Business Analyst in large-scale CRM reimplementation, preferably involving a B2C to B2B transition., Strong understanding of Salesforce CRM architecture, workflows, and automation capabilities., Expertise in data analysis, KPI tracking, and dashboard/report creation with advanced proficiency in Excel., Strong SQL skills with the ability to build complex queries and join data from multiple tables..

Key responsabilities:

Conduct both functional and technical analysis to support the end-to-end migration of users and business processes to the new Salesforce CRM.

Design and maintain dashboards and reporting mechanisms for performance monitoring using tools such as Tableau and advanced spreadsheets.

Collaborate closely with Product Managers, Program Managers, and cross-functional stakeholders to gather requirements and manage implementation within JIRA.

Monitor and analyze the performance of Gong.io, providing actionable insights and proposing enhancements based on usage patterns.

Job description

Salesforce Business Analyst

Location: Remote – LATAM

Employment Type: Full-Time
Industry: Technology / Digital Transformation
Department: Business Analysis – Salesforce CRM

Project Overview

You will join a high-impact team that supports the SCSS organization within the scope of the Skytree Initiative—a strategic reimplementation of Salesforce CRM designed to shift from a B2C to a B2B model. This transformation aims to fully leverage Salesforce’s native capabilities and streamline business operations through intelligent automation.

Key Project Phases:

Phase 1: Ensure a seamless migration of the Sales Operations team from legacy systems into the new Salesforce instance, achieving 100% migration and meeting all Key Performance Indicators (KPIs).
Phase 2 (June 2024 – March 2025): Lead the migration of SBS users and business units into the newly implemented Salesforce org.
Ongoing Support: Perform continuous analysis and maintenance of the Gong platform to ensure optimal usage and integration with Salesforce.

Key Responsibilities

Conduct both functional and technical analysis to support the end-to-end migration of users and business processes to the new Salesforce CRM.
Design and maintain dashboards and reporting mechanisms for performance monitoring using tools such as Tableau and advanced spreadsheets.
Collaborate closely with Product Managers, Program Managers, and cross-functional stakeholders to gather requirements, document User Stories, and manage implementation within JIRA.
Monitor and analyze the performance of Gong.io, providing actionable insights and proposing enhancements based on usage patterns and sentiment analysis.
Use SQL to query and join data across multiple sources, ensuring accuracy and completeness for reporting and analytics.
Conduct data research and deliver data-driven recommendations contributing to operational efficiency and improved user experiences.
Actively participate in Agile ceremonies, ensuring alignment between business needs and deliverables across all project stages.

Required Qualifications

Proven experience as a Salesforce Business Analyst in large-scale CRM reimplementation, preferably involving a B2C to B2B transition.
Strong understanding of Salesforce CRM architecture, workflows, and automation capabilities.
Working knowledge of Gong.io; Frontline Manager Certification is a plus.
Expertise in data analysis, KPI tracking, and dashboard/report creation.
Advanced proficiency in Excel, including VLOOKUP, pivot tables, and data slicing techniques.
Familiarity with Natural Language Processing (NLP), Sentiment Analysis, and Prompt Engineering concepts.
Strong SQL skills with the ability to build complex queries and join data from multiple tables.
Experience working in large matrix organizations, managing multiple tools and stakeholders.
Excellent analytical mindset, attention to detail, and communication skills across technical and business audiences.
Experience working within Agile methodologies, with strong command of User Story creation and JIRA tracking.

Preferred Qualifications

Salesforce certifications (Administrator, Business Analyst, or Platform App Builder).
Gong.io Frontline Manager Certification.
Experience with BI tools like Tableau, Power BI, or other data visualization platforms.

Required profile