Salesforce Business Analyst
Aston Carter
Job Title: Salesforce Business Analyst
Job Description
We are seeking a skilled Salesforce Business Analyst to bridge the gap between our customer success and sales teams. The role involves working extensively with Salesforce to report on open opportunities, create customer dashboards and reports, and track tasks. You will collaborate closely with team members to identify important reporting capabilities, ensure data hygiene, and clean up accounts. Additionally, you will track term numbers, oversee onboarding efforts, and manage the quote-to-cash process. This position requires reporting to stakeholders and collaborating with the sales team to ensure all tasks are completed accurately.
Responsibilities
+ Bridge the gap between customer success and sales teams using Salesforce.
+ Report on open opportunities and create customer dashboards and reports.
+ Track tasks and build resources in Salesforce.
+ Collaborate with team members to identify important reporting capabilities.
+ Ensure data hygiene by identifying and resolving duplicate contacts.
+ Clean up account information in Salesforce.
+ Track term numbers and oversee onboarding efforts.
+ Manage the quote-to-cash process.
+ Report to stakeholders and deliver consumable data reports.
+ Collaborate with the sales team to ensure accurate task completion.
Essential Skills
+ Proficiency in Salesforce.
+ Strong analytical skills.
+ Experience in data entry.
+ Financial analysis capabilities.
+ Ability to work independently.
+ Experience with sales organizations.
+ Proficiency in Office suite and Salesforce.
Additional Skills & Qualifications
+ Salesforce administration certification.
+ Experience in operations analytics and business operations.
+ Experience in reporting and building resources for teams.
+ Ability to collect data and report it in a consumable way.
+ Experience in delivering portfolios to stakeholders.
Work Environment
The role is based in an office setting, working Monday to Friday from 9am to 5pm. The dress code is business casual.
Pay and Benefits
The pay range for this position is $37.00 - $40.85
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a fully onsite position in San Antonio,TX.
Application Deadline
This position will be accepting applications until Jan 24, 2025.
About Aston Carter:
Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.
Diversity, Equity & Inclusion
At Aston Carter, diversity and inclusion are a bridge towards the equity and success of our people. DE&I are embedded into our culture through:
+ Hiring diverse talent
+ Maintaining an inclusive environment through persistent self-reflection
+ Building a culture of care, engagement, and recognition with clear outcomes
+ Ensuring growth opportunities for our people
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com (%20astoncarteraccommodation@astoncarter.com) for other accommodation options.
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