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Salesforce Business Analyst
Posted on 1/31/2023
Dorchester, Boston, MA, USA
Experience Level
Desired Skills
  • Ensure optimal performance of Salesforce systems and products
  • Create and manage users, profiles, roles, and permission sets in Salesforce
  • Daily administration and support including customization of objects, fields, record types, page layouts, and validation rules
  • Perform database maintenance tasks, including diagnostic tests and duplicate entry cleansing
  • Upgrade and configure Salesforce systems for optimized integration
  • Load Sales and Marketing data into Salesforce
  • Implement and maintain Salesforce integration with other tools like LinkedIn, Marketo, ZenDesk, Qualified, Zoominfo
  • Work closely with Marketing, Sales, and Customer Success to drive adoption and consistency of processes
  • Document and train staff on system best practices and processes
  • Bachelor's degree in Business, Finance, Technology, Healthcare Administration, or a related field required; Master's degree a plus
  • Salesforce certified administrator or Salesforce advanced administrator certification
  • 2+ years experience working as a Salesforce administrator in a similar environment
  • Experience in performing Salesforce upgrades and ensuring successful integration with other tools
  • Proficiency in creating Salesforce profiles, allocating roles, and managing access
  • Knowledge of importing sales data and generating Salesforce reports
  • Experience providing Salesforce training and end-user support
  • Experience with integrating Marketo, LinkedIn Sales Navigator, ZoomInfo, ZenDesk, Qualified or equivalent tools into Salesforce
  • Experience with Data Loader and DemandTools
  • Proficiency with Excel preferred
  • Understanding basic analysis principles preferred
  • Strong attention to detail
  • Excellent communication skills with a proven track record of communicating with internal and external stakeholders
  • Experience working with a cross-functional team to identify requirements and problem resolution
  • Curious and inquisitive; often asks “why” and consistently strives to make processes run more smoothly
  • Energized by working through complex problems with a strong analytic and process-oriented mindset
  • Ability to document work, issues and communicate standards and requirements
  • Accepts feedback graciously, positive attitude, and naturally curious
  • Strives not to commit the same mistake twice
  • As Salesforce Business Analyst, you will be responsible for maintaining our Salesforce instance and working closely with our Marketing, Sales, Customer Success, and Finance teams
  • As the key enabler of these teams, the Salesforce Business Analyst is responsible for maintaining the Salesforce database, adding/removing users, and training them in our instance
  • Additional responsibilities include improving and enhancing our Salesforce platform, gathering requirements and feedback, designing scalable best practice solutions, and managing the product roadmap
  • For 2023 the Salesforce Business Analyst will play a pivotal role in shaping and building the salesforce instance at Wellframe, ultimately transforming Salesforce from an underutilized departmental tool to an enterprise-wide system of record
  • The Salesforce Business Analyst role reports to the Director of Sale Operations on the Growth Team
  • The Growth Team is a primary user of sf.com and is responsible for revenue growth for the company

51-200 employees

Digital healthcare management platform
Company Overview
Wellframe’s mission is to help all people get the health support they need, when and where they need it. The company's comprehensive Digital Health Management platform empowers health plans to extend their digital reach across more critical touch-points, uncovering valuable health insights, and improving member adoption and experiences.
  • Medical, dental, & vision coverage
  • Life & disability insurance
  • Pet insurance
  • FSA
  • Unlimited sick days
  • PTO
  • Paid parental leave
  • Hybrid work
  • Fully stocked kitchen
  • Referral bonus
Company Core Values
  • Tenacity
  • Humility
  • Collaboration