Business Systems Analyst - Salesforce

CCC Intelligent Solutions, Inc.

• $100K — $120K *
Information Technology
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business Administration, Information Systems, Computer Science, or related field, or equivalent experience
  • Minimum of 5 years as a Business Analyst or similar role supporting CRM or large business transformation
  • Strong business acumen with excellent communication skills
  • Experience with Salesforce Sales Cloud or Service Cloud (5+ years) required
  • Proficiency in Salesforce configurations, especially in AI integrations
  • Advanced organizational and time management skills
  • Previous experience in the Insurance Industry is a plus.

Responsibilities

  • Facilitate discussions to identify and translate business needs into quantifiable requirements
  • Define current and future process scenarios, building consensus among stakeholders
  • Identify and analyze business processes needing improvement
  • Serve as a liaison to clarify requirements between business groups and IT
  • Collaborate with IT to ensure accurate translation of requirements into technical specifications
  • Perform gap analysis against system functionality and suggest best practices
  • Leverage Tableau to define reporting requirements and build actionable dashboards.

Benefits

  • Eligibility for performance bonuses and commissions
  • Opportunity to work on large enterprise projects involving Salesforce and AI solutions
  • Engagement with senior management and cross-functional teams
  • Professional development opportunities through Salesforce and Tableau certifications
  • Supportive and collaborative work environment encouraging autonomous work and teamwork.
Full Job Description
Salary range is: This position is bonus and/or commission eligible. The Role The individual in this position works as a liaison among stakeholders to elicit, analyze, communicate, prioritize, clarify, validate, and document requirements for changes to business processes and systems in support of project/program objectives and scope. The Business Analyst works independently with little to no guidance and is naturally inquisitive and adept in communication, elicitation, facilitation, and modeling techniques. This individual will play an integral role in various large enterprise projects involving Salesforce. This position will require strong consulting skills, complex solution design, business knowledge and Salesforce expertise. Key Responsibilities: • Facilitate discussions with business groups, define their needs and translate these needs into quantifiable business requirements. • Define current (As-Is) and future (To-Be) scenarios (processes, models, use cases, user stories, plans, and solutions). Work with the team to build consensus among stakeholders to validate and finalize the requirements. • Identify and analyze simple to complex business processes that require change/improvement. • Serve as a liaison between business groups and IT development to clarify requirements. • Collaborate with IT development team to ensure requirements are properly translated into technical specifications that meet the business needs. • Communicate status of deliverables and timelines to interested parties proactively. Document issues thoroughly and escalate issues appropriately. • Perform gap analysis of requirements against out-of-the-box application/system functionality and suggest best practices solutions. • Perform some level of Salesforce configurations. • Partner with business stakeholders to identify, document, and prioritize custom AI use cases, including agentic workflows that reason across Salesforce data, automate routine decisions, and surface guided next actions for users. • Evaluate and translate requirements for Salesforce Einstein and Agentforce capabilities, including generative AI, Prompt Builder, record insights, and AI-assisted business process automation. • undefined • Support discovery, solution design, testing, and adoption of AI-enabled Salesforce features with an emphasis on governance, data quality, permissions, and measurable business value. • undefined • Leverage Tableau and CRM analytics capabilities to define reporting requirements, build insight-driven dashboards, enable self-service analytics, and help teams convert trusted data into actionable decisions. • Track work progress/status; identify risks and constraints, escalate issues as necessary. • Ability to work well autonomously and within a team in a fast-paced and deadline-oriented environment. • Ability to work with and influence peers and management Requirements: • Bachelor's degree in Business Administration, Information Systems, Computer Science, or a related field, or equivalent combination of education and relevant experience. • Minimum of 5 years of experience as a Business Systems Analyst, Business Analyst, Salesforce Analyst, or similar role supporting enterprise business systems, CRM platforms, or large-scale business transformation initiatives. • Strong business acumen with excellent oral, written, and presentation skills; demonstrated ability to lead internal and external meetings and confidently present to senior management teams. • Salesforce Sales Cloud or Service Cloud experience (5+ years) required. Tableau, CRMA, Agentforce, Prompt Builder, Data Cloud, and one or more Salesforce certifications are a plus. • Proficient in verbal/written communication skills • Experience interacting with and managing end-user CRM adoption for Sales, Customer Success, and Revenue Operations teams • Advanced organization and time management skills • Previous Insurance Industry experience would be a plus Interview Policy & Privacy Notice: A video interview is required for this position. Video interviews are transcribed. Transcriptions are retained and may be reviewed by CCC and our recruiters. Candidates are not permitted to use generative AI or automated assistance during the interviews unless explicitly allowed by the interview team for a specific exercise. Our Job Applicant Privacy Notice is available HERE.

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