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Salesforce Product Analyst - Business Systems Analyst

Posted about 2 months ago

Role: Salesforce Product Analyst - Business Systems Analyst
Location:  Remote with PST Hours
Contract / Contract-to-Hire 

Our global SaaS Identity leading client is looking for a Salesforce expert with data analytics experience to join their growing team and to take the CRM tech stack to the next level.

The person in this role will be responsible for oversight of strategic, cross-functional programs for Go-to-Market functions. To meet the company’s financial and strategic business objectives, this candidate builds trusted relationships with functional partners and teams that result in aligned focus on delivering outcomes / experiences supported by a clear technology and information strategy, prioritized plans, process maturity, disciplined execution and predictable, high quality delivery of day-to-day technology and information services.

In your role, you will be responsible for the success and happiness of your business customers. You will be working for a scrum team dedicated to cross-functional business unit and you are responsible for the end-to-end solution, including requirements gathering, implementation, testing, deployment, monitoring, and gathering metrics. Your business customers will look to you to provide any and all technical services—design, config, software development, and testing.


  • Partner with multi-functional teams such as Sales, Marketing and Service to streamline and optimize the processes related to Lead-to-Opportunity and Service Processes
  • Work with business analysts and development teams in building solutions that support the scale for both business and IT
  • Eliciting requirements using interviews, document analysis, requirements workshops, surveys, business process descriptions, use cases, scenarios, business analysis, and workflow analysis
  • Crafting business requirement documents, process level flows, user stories, functional specifications, and system design specifications
  • Driving and handling multi-functional alignments between business domains and IT on programs that deliver key initiatives for Customer Success & Marketing organizations
  • Serving as a technical advisor for out of the box and standard methodologies on various ecosystems of Salesforce
  • Responsible for owning system configuration and user setup as needed. Configure fields, workflows, roles/permissions, page layouts, custom objects, custom record types, reports, saved searches and dashboards
  • Work with business partners and other teams to identify new data sources and ensure data is accurate and flowing correctly to the data warehouse


  • 6+ years of IT experience including 4+ years of hands-on implementation of Sales Cloud, Service Cloud, development/configuration, and deployment across multi-dimensional teams
  • Proven experience implementing various projects/programs for Sales Cloud, Service Cloud, Communities, Lightning, Marketo, etc.
  • Deep understanding and track record of streamlining of related systems such as Sales, Support, and Marketing processes
  • Has a deep passion in researching for standard methodologies, industry benchmarking, bringing in productivity/automation and efficiency
  • Solid grasp of Salesforce, Marketo, and other MarTech capabilities, standard methodologies and limitations and the ability to clearly communicate those to key partners
  • Ability to lead and facilitate recommendations for solutions or improvements and reviewing solutions that can be accomplished through new technology or alternative uses of existing technology
  • Demonstrable ability to drive end-to-end lifecycle, from conception to launch as well as post-launch support
  • Experience with data management, documenting process and data flows, and ensuring data quality
  • Experience with relational databases and hands-on SQL in a work environment is a plus
  • Salesforce Certification Certifications preferred (Certified Administrator, Sales/Service Cloud Consultant)
  • Prior experience working in a SaaS company using cloud applications like Salesforce, NetSuite, Boomi, etc. is a plus


Candidates will be responsible for following the client's COVID-19 protocols. Please refer to your MATRIX representative for specifics.

About Us

At MATRIX, we expertly match talented professionals with job opportunities to elevate careers. Since 1983, we have placed thousands of professionals at innovative clients across every industry ranging from small startups to Fortune 50 companies. It’s why we’re consistently in the top 25 of all U.S. IT staffing firms and why our consultants rate us well above the industry average, earning us ClearlyRated's Best of Staffing awards year after year. People come to us for a job, and stay with us because of our top-notch consultant care.

MATRIX is and Equal Employment Opportunity employer and provides reasonable accommodations for qualified individuals.  Supporting medical or religious documentation will be required where applicable. If you are a qualified individual with a disability, you may request a reasonable accommodation under the American Disability Act (ADA) by emailing To ensure a quick response to your request, please use the words “Accommodation request” as the subject line of your email.