Salesforce

JB061658 - Salesforce CRM Analyst

Salesforce$90K — $120K *
Enterprise Technology
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 6-10 years as a CRM/Salesforce Functional Analyst or Business Systems Analyst
  • Deep understanding of Sales Cloud, Service Cloud, and Experience Cloud
  • Hands-on experience with Salesforce platform features like Flows and Lightning App
  • Background in supporting org merges, data migrations, and CRM transformations
  • Salesforce Administrator or Sales Cloud Consultant certification is a plus
  • Knowledge of Lead-to-Cash processes and data governance best practices
  • Excellent analytical, documentation, and communication skills

Responsibilities

  • Lead discovery sessions with business teams to uncover process pain points
  • Translate business requirements into functional specifications and user stories
  • Map current-state processes and identify gaps in retention org model
  • Define Salesforce data models, page layouts, and automation processes
  • Ensure configuration aligns with governance standards and reuse principles
  • Execute UAT scripts and track defects through resolution
  • Support data migration mapping and validate between Salesforce and other systems

Benefits

  • User training materials and process documentation for new workflows
  • Opportunities for continuous improvement through feedback loops
  • Collaboration with diverse teams including architects and developers
  • High visibility role influencing business operations across various departments
  • Involvement in significant transformation projects for scalable operations
Full Job Description
Salesforce CRM Functional Analyst

Denver, CO

Role Overview

The CRM/Salesforce Functional Analyst serves as the bridge between business teams and Salesforce solution delivery for the Salesforce CRM Consolidation via Org Merge. This role focuses on process definition, requirements translation, and validation to ensure the merged org supports scalable, standardized B2C operations across Campaign, Leads, Accounts, Contacts, Opportunity, Contract, Renewal, Billing, and Usage processes.

Key Responsibilities:

Business Analysis & Requirements

  • Lead discovery sessions with business teams (Sales, CSM, Operations) to document process pain points and desired future-state capabilities.
  • Translate business requirements into functional specifications, user stories, and acceptance criteria.
  • Map current-state of retiring org processes and identify gaps with the retaining org model.
  • Align process flows to Lead-to-Cash lifecycle and global standard objects.


Functional Design & Validation

  • Define Salesforce data models, page layouts, automations, and integrations supporting B2B and B2C business models.
  • Ensure configuration design adheres to governance standards and reuse principles.
  • Collaborate with architects and developers to validate that technical builds meet functional intent.
  • Create and execute UAT scripts; track defects to resolution.


Data & Integration Alignment

  • Support data migration mapping and validation between Salesforce, ERP, and Data Warehouse.
  • Define field-level ownership and transformation rules for core KPIs based on the business model.
  • Collaborate on integration testing for existing and new integrations built.


Change Enablement & Adoption

  • Prepare user training materials and process documentation for new Salesforce workflows.
  • Participate in requirement sessions and end-user validation.
  • Gather post-go-live feedback for continuous improvement and backlog grooming.


Required Skills/Experience:

  • 6-10 years of experience as a CRM/Salesforce Functional Analyst or Business Systems Analyst.
  • Strong understanding of Sales Cloud, Service Cloud, and Experience Cloud capabilities.
  • Hands-on knowledge of Salesforce platform; Flows, approval processes, page layouts, and Lightning App configuration.
  • Experience supporting org merges, data migrations, or large CRM transformations.
  • Salesforce Administrator or Sales Cloud Consultant certification preferred.
  • Familiarity with Lead-to-Cash processes, CPQ, billing/usage integrations, and data governance best practices.
  • Strong analytical, documentation, and communication skills.

About Salesforce

ExactTarget is a provider of on-demand email marketing software solutions. Their suite of on-demand one-to-one marketing applications enables clients to send business-critical and event-triggered communications to increase sales, optimize marketing investments, and strengthen customer relationships. They offer four editions of their on-demand software application along with integrated solutions such as ExactTarget for AppExchange and ExactTarget for [Microsoft](/organization/Microsoft) Dynamics CRM.

Salesforce Careers

Joining Salesforce means becoming part of a dynamic, global team of professionals who are deeply committed to driving customer success and innovation. As the world's leading Customer Relationship Management (CRM) platform, Salesforce offers unparalleled job opportunities in technology and consulting, making it an ideal place for ambitious individuals looking to make a significant impact.

Work You'll Do

At Salesforce, every position is a chance to leverage your skills and creativity to transform businesses and industries. Our diverse team of experts collaborates to deliver cutting-edge solutions that foster growth and enhance leadership capabilities. By joining our team, you'll be at the forefront of digital innovation, using Salesforce's powerful platform to help clients navigate their transformation journeys.

Innovate and Lead

Salesforce is not just a company; it's a community where you can lead with your ideas and see them come to life. Our culture of innovation encourages you to challenge the status quo and push the boundaries of what's possible. With Salesforce, you'll work alongside leaders in technology and business who are committed to your growth and professional development.

Career Growth and Opportunities

Whether you're looking for an internship, a full-time position, or leadership roles, Salesforce provides a wealth of opportunities to advance your career. Our commitment to professional growth is reflected in our robust training programs, including leadership development and diversity training, designed to help you excel at every stage of your career.

Be Part of a Great Team

Salesforce prides itself on a culture that values diversity, teamwork, and open communication. We believe that our strength lies in our people, and we're committed to creating an environment where everyone can thrive. Joining our team means being part of a supportive community that encourages networking and collaboration.

Benefits and Culture

At Salesforce, we understand that job satisfaction extends beyond the office. That's why we offer competitive benefits to support the health, well-being, and financial security of our employees and their families. From health insurance and retirement plans to wellness programs and flexible working arrangements, we provide the benefits that contribute to a better work-life balance.

Explore Job Opportunities

Ready to take the next step in your career? Explore the wide range of employment opportunities at Salesforce. From technical roles to customer engagement positions, we are continuously hiring talented individuals who are passionate about making a difference.

Stay Connected

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Apply Now

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Market Cap
$130.4 billion
Industry
Net Income
$4 billion
Founded
2000
5 Year Trend
+25.7%
Revenue
$21.2 billion
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