Business Analyst

CoAdvantage Summary

CoAdvantage, a portfolio company of Aquiline Partners, provides human resource solutions to small and mid-sized businesses across the country. Headquartered in Bradenton, Florida, CoAdvantage serves clients and worksite employees in all 50 states. The experience of our executive leadership team and internal workforce allows us to deliver outstanding service to our customers, including entrepreneurial startups to those in more mature industries.

Position Summary

We are seeking a skilled and detail-oriented Salesforce Business Analyst to support our growing operations within the Professional Employer Organization (PEO) industry. This role will bridge the gap between business operations and technology, ensuring that our Salesforce platform is optimized to streamline Sales, HR, payroll, benefits administration, and client service functions. You will act as a liaison between stakeholders and technical teams to gather requirements, propose solutions, and support the implementation of Salesforce enhancements that improve both internal efficiency and client satisfaction.

Key Responsibilities

• Collaborate with stakeholders across departments (Sales, HR, Payroll, Benefits, Client Services, etc.) to understand business challenges and objectives.
• Gather, document, and analyze requirements for Salesforce enhancements that support the full PEO lifecycle, from sales prospecting to client onboarding to client services management and offboarding.
• Create functional specifications, user stories, and process flows to guide the Salesforce development team.
• Drive continuous improvement by identifying system gaps, recommending enhancements, and ensuring alignment with business and customer needs.
• Conduct root cause analysis and document issues to expedite bug fixes.
• Support the training and operational development teams by presenting demos and providing materials to be used for socialization and the training of end users.
• Maintain documentation of processes, configurations, and system changes.
• Support and guide Quality Assurance and User Acceptance Testing processes
• Create reports and analyze data to inform operational and architectural recommendations
  
  

Required Skills And Experience

• 3+ years of experience as a Business Analyst, with at least 2 years supporting Salesforce in a service-driven environment; PEO industry experience strongly preferred.
• Strong understanding of Salesforce architecture, products, and best practices (Sales Cloud, Service Cloud, etc.).
• Proficiency with Salesforce reporting and data tools such as SOQL, Salesforce Inspector, Dataloader, Workbench, or similar.
• Familiarity with Salesforce automation tools, such as Flows and Apex Triggers.
• Knowledge of the Salesforce REST API and common integration tools such as MuleSoft Composer, Zapier, or similar.
• Knowledge of common Salesforce-integrated systems such as HubSpot, GetFeedback, RingLead/ZoomInfo, or similar.
• Familiarity with Agile methodology.
  
  

EOE

CoAdvantage is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, citizenship status, age, sex (including pregnancy, childbirth, breast feeding and pregnancy-related medical conditions), gender, gender identity or expression, sexual orientation, marital status, uniform service member and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.

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