Business Analyst II

The Business Analyst II is a seasoned professional who leads complex initiatives supporting Sales teams, CRM systems (such as Salesforce), and sales-related processes. This role is pivotal in driving strategic business and sales transformation, mentoring junior analysts, and serving as a subject matter expert for cross-functional projects. The Business Analyst II partners with business leaders to deliver innovative solutions, optimize processes, and ensure the successful implementation of high-impact projects.

Key Responsibilities

• Lead requirements gathering, analysis, and documentation for large-scale, cross-functional projects impacting multiple business units.
• Design and implement advanced workflows, process improvements, and automation to enhance sales operations and CRM utilization.
• Serve as a primary liaison between business stakeholders, IT, and external vendors, ensuring alignment of business objectives and technical solutions.
• Mentor and train junior analysts and business users on best practices, system capabilities, and process improvements.
• Oversee and manage the support queue for complex system changes, enhancements, and issue resolution, prioritizing based on business impact.
• Develop and execute comprehensive test plans, coordinate user acceptance testing (UAT), and ensure quality assurance for new features and system upgrades.
• Analyze business processes, identify opportunities for optimization, and recommend strategic solutions to improve efficiency and effectiveness.
• Lead change management efforts, including communication, training, and adoption strategies for new systems and processes.
• Track and report on project deliverables, milestones, risks, and outcomes to IT management.
• Stay current with industry trends, emerging technologies, and best practices in sales software, CRM platforms, and business analysis.
• Author and maintain detailed documentation, including business requirements, system specifications, process flows, training materials, and post-implementation support guides.
• Collaborate with developers, system administrators, and project stakeholders to resolve complex issues and deliver innovative solutions.
• Represent the IT department in cross-functional meetings, steering committees, and strategic planning sessions.
• Other duties as assigned.
  
  

Job Specifications

• Demonstrated ability to lead and manage complex projects independently and within cross-functional teams.
• Advanced declarative and programmatic development skills within Salesforce or similar CRM platforms.
• Exceptional analytical, problem-solving, and organizational skills; proven track record of solving complex business challenges.
• Strategic thinker with creativity and a continuous improvement mindset.
• Excellent communication skills, including the ability to present and facilitate stakeholder workshops.
• Strong adherence to company policies and ability to influence policy development.
  
  

Job Relationships

• Reports to Business Analyst Manager.
• Leads and coordinates activities across IT, Sales, Marketing, and other business units.
• Mentors junior analysts and collaborates with external partners/vendors.
  
  

Qualifications

• Bachelor’s degree in Business, Information Technology, or a related field.
• Minimum of 3 years of experience as a Business Analyst, with at least 2 years of hands-on experience with Salesforce or 5 years with other CRM platforms.
• Proven experience with systems analysis, requirements gathering, documentation, and declarative/programmatic development.
• Strong background in Agile methodologies, sprint-based delivery, and project management.
• Expertise in CRM systems (e.g., Salesforce) and business analysis tools (e.g., JIRA, Confluence, Visio, Excel, PowerPoint).
• Experience leading change management, training, and adoption initiatives.
• Demonstrated ability to mentor and develop junior team members.
• Proactive, detail-oriented, and able to manage multiple priorities in a fast-paced environment.
  
  

What We Offer

• Leadership opportunities in supporting strategic sales systems and business initiatives.
• Career growth within a dynamic IT and business environment.
• Collaborative team culture with advanced mentorship, training, and professional development support.
  
  

Benefits

• Health insurance
• Dental insurance
• Generous employer 401k contributions
• Flexible spending account
• Tuition reimbursement
• Generous paid time off
• Employee assistance program
• Vision insurance
• Employee discount
• Life insurance
• Referral program