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The Salesforce Business Analyst will work closely with business stakeholders to improve and document processes and increase efficiencies in Salesforce and other related business systems. Ability to function as a Business Analyst using the typical suite of BA tools such as documentation and organization of workshops to gather business requirements.

Title: Salesforce Business AnalystLocation: Pittsburgh, PA (3 days' on-site)Reports To: Manager of IT systems – CRMDuration: Long-Term Contract (6-month SOW's) POSITION OVERVIEWThe Salesforce Business Analyst will work closely with business stakeholders to improve and document processes and increase efficiencies in Salesforce and other related business systems.RESPONSIBILITIES AND DELIVERABLES<ul><li>Works with business stake holders to capture and document requirements and provide accurate feedback on use cases</li><li>Supports and/or leads Salesforce projects and initiatives</li><li>Supports and manages salesforce AppExchange products, Third party tools, and integrations</li><li>Works with the design team to ensure prioritization of most impactful business requests</li><li>Educates and evangelizes CRM best practices to internal constituents to ensure solutions delivered are best of breed for the company's business model and culture</li></ul>QUALIFICATIONS<ul><li>Minimum of five years of experience implementing functional solutions in Salesforce/CRM within a large org (More than 50 users)</li><li>Strong knowledge of and proven experience with Sales Cloud, Service Cloud, Experience Cloud, and/or Salesforce CPQ</li><li>Basic understanding of development tools and practices in Salesforce to facilitate the creation of use cases and the design of project requirements.</li><li>Proven ability to utilize critical thinking, analytical, and problem-solving skills in a fast-paced environment while managing multiple requests</li><li>Ability to understand declarative automation and functions within the Salesforce ecosystem</li><li>Excellent interpersonal and organizational skills and able to communicate effectively with both technical and non-technical customers</li><li>Ability to function as a Business Analyst using the typical suite of BA tools such as documentation and organization of workshops to gather business requirements</li></ul>PREFERRED<ul><li>Salesforce Admin and/or Advanced Admin Certifications</li><li>Experience with Integrations and third-party applications involving Salesforce</li><li>Experience with Agile and/or Kanban development principles</li><li>Experience with Sales Acceleration and Marketing Automation platforms (Hubspot)</li></ul>BONUS SKILLS<ul><li>Experience with SalesForce CPQ</li><li>Experience with Oracle Integration Cloud or similar middleware would be helpful.</li></ul>EDUCATION<ul><li>Bachelor's degree in computer science, management information systems, Business Administration, or related field</li></ul>

Tek Leaders Inc

Salesforce Business Analyst

Agile Programming Methodologies

Analysis Skills

Automation

Best Practices

Business Administration

Business Analysis

Business Model

Business Solutions

Cloud Computing

Communication Skills

Computer Science

Customer Relationship Management (CRM)

Documentation

Ecosystems

Establish Priorities

Information Systems/Technology IS/IT Administration

Information Technology & Information Systems

Interpersonal Skills

Kanban

Management of Information Systems/Technology (MIS)

Marketing Automation Software

Middleware

Oracle

Organizational Skills

Problem Solving Skills

Process Improvement

Product Management

Programming Tools

Requirements Management

Sales

Salesforce.com

Statement of Work (SOW)

Systems Administration/Management

Team Player

Use Cases

Oorwin

In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.Minimum QualificationsThe successful candidate will have a Bachelors degree in business administration or accountingProven sales ability represented by a minimum of three years of direct sales experiencePossess industry knowledgeExcellent verbal and written communication skills plus presentation skillsAbility to manage time effectively and to multi-taskWe are currently seeking a Business Development Manager to support our Bellevue, Washington office, with a focus on driving growth across the West Region. Your expertise in the targeted industries will allow you to understand the unique challenges and opportunities that clients face, enabling you to present tailored solutions and highlight the value proposition of CBIZ.Essential Functions and Primary Responsibilities:Prospect and build relationships with middle-market businesses and larger enterprises across various industries, with a strong focus on construction, real estate, and manufacturing & distribution.

#LI-KH1 #LI-HybridCBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate whats next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.CBIZ strives to be our team members employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.Minimum QualificationsThe successful candidate will have a Bachelors degree in business administration or accountingProven sales ability represented by a minimum of three years of direct sales experiencePossess industry knowledgeExcellent verbal and written communication skills plus presentation skillsAbility to manage time effectively and to multi-taskWe are currently seeking a Business Development Manager to support our Bellevue, Washington office, with a focus on driving growth across the West Region. This role is deeply but not exclusively aligned with our Accounting and Tax Practice, targeting middle-market businesses and larger enterprises across various industries, including Construction, Real Estate, Manufacturing and Distribution and other high-growth sectors.As a Business Development Manager, your primary responsibility will be to generate new business opportunities for CBIZ by engaging with key decision-makers, including CEOs, CFOs, CROs, CAEs, CCOs, CISOs, CTOs, and other financial leaders, to understand their needs and future plans. Your goal will be to identify opportunities for CBIZ to deliver comprehensive financial services, including accounting, tax, and advisory solutions, tailored to the unique challenges of the Bellevue market and broader West Region.To excel in this role, you will continually identify and qualify new sales opportunities by building trusted relationships, maximizing enterprise sales programs and campaigns, and leveraging content-driven digital programming. You will collaborate with Client Service Teams to develop and execute sales campaigns tailored to the specific industries and markets. Your expertise in the targeted industries will allow you to understand the unique challenges and opportunities that clients face, enabling you to present tailored solutions and highlight the value proposition of CBIZ.Essential Functions and Primary Responsibilities:Prospect and build relationships with middle-market businesses and larger enterprises across various industries, with a strong focus on construction, real estate, and manufacturing & distribution.Skillfully contact CEOs, CFOs, CROs, CAEs, CCOs, CISOs CTOs, Internal Audit Directors/Managers and other key financial leaders to understand their needs, future plans, and desire for change.Continually identify and qualify new sales opportunities by building trusted relationships and maximizing enterprise sales programs, campaigns, and content-driven digital programming.Partner with Client Service Teams and Marketing Team to develop and execute sales campaigns specific to the targeted industries and markets.Meet the challenge of generating leads and winning new business in dynamic and sophisticated organizations that require a full range of CBIZ solutions.Conduct a minimum of 20 sales appointments per month using various communication methods, including in-person meetings, video conferences, and phone calls.Work closely with Client Service colleagues to lead a team sales approach that listens and responds to prospect needs, highlights the CBIZ value proposition, and demonstrates a compelling win strategy.Responsible for crafting an annual sales plan and achieving annual sales goals agreed upon with the Vice President of Business Development & Sales Enablement.Plan and report on sales activity using Salesforce CRM enterprise application.Play a role in delivering business development skills training to client service colleagues and other emerging professionals.Report to the Regional Director of Business Development while maintaining strong relationships with internal stakeholders,including Senior Managing Directors, Managing Directors, Practice Leaders, and Marketing and Operations Professionals.Perform other duties as assigned.The CBIZ Advantage:Opportunity to sell a broader range of services beyond traditional CPA services, including benefits and insurance solutions, executive search and compensation services, retirement planning strategies, and payroll solutions.Supported by the latest technologies and digital tools designed to maximize your impact, such as CBIZ Solutions App, Salesforce CRM, Pardot lead scoring, ZoomInfo, DemandBase and Microsoft Teams.Competitive salary and progressive incentive compensation plan with no cap, offering unlimited earning potential.As a full-time employee of a public company, you are also eligible to acquire CBIZ shares (NYSE: CBZ) at a 15% discount and maintain eligibility for an equity-aligned cash bonus award based on performance.You will be an essential part of a nationwide business development team that directly impacts CBIZ performance and revenue growth, with opportunities for skill training, professional growth, and leadership opportunities.We are currently seeking a Business Development Manager to support our Bellevue, Washington office, with a focus on driving growth across the West Region. This role is deeply but not exclusively aligned with our Accounting and Tax Practice, targeting middle-market businesses and larger enterprises across various industries, including Construction, Real Estate, Manufacturing and Distribution and other high-growth sectors.As a Business Development Manager, your primary responsibility will be to generate new business opportunities for CBIZ by engaging with key decision-makers, including CEOs, CFOs, CROs, CAEs, CCOs, CISOs, CTOs, and other financial leaders, to understand their needs and future plans. Your goal will be to identify opportunities for CBIZ to deliver comprehensive financial services, including accounting, tax, and advisory solutions, tailored to the unique challenges of the Bellevue market and broader West Region.To excel in this role, you will continually identify and qualify new sales opportunities by building trusted relationships, maximizing enterprise sales programs and campaigns, and leveraging content-driven digital programming. You will collaborate with Client Service Teams to develop and execute sales campaigns tailored to the specific industries and markets. Your expertise in the targeted industries will allow you to understand the unique challenges and opportunities that clients face, enabling you to present tailored solutions and highlight the value proposition of CBIZ.Essential Functions and Primary Responsibilities:Prospect and build relationships with middle-market businesses and larger enterprises across various industries, with a strong focus on construction, real estate, and manufacturing & distribution.Skillfully contact CEOs, CFOs, CROs, CAEs, CCOs, CISOs CTOs, Internal Audit Directors/Managers and other key financial leaders to understand their needs, future plans, and desire for change.Continually identify and qualify new sales opportunities by building trusted relationships and maximizing enterprise sales programs, campaigns, and content-driven digital programming.Partner with Client Service Teams and Marketing Team to develop and execute sales campaigns specific to the targeted industries and markets.Meet the challenge of generating leads and winning new business in dynamic and sophisticated organizations that require a full range of CBIZ solutions.Conduct a minimum of 20 sales appointments per month using various communication methods, including in-person meetings, video conferences, and phone calls.Work closely with Client Service colleagues to lead a team sales approach that listens and responds to prospect needs, highlights the CBIZ value proposition, and demonstrates a compelling win strategy.Responsible for crafting an annual sales plan and achieving annual sales goals agreed upon with the Vice President of Business Development & Sales Enablement.Plan and report on sales activity using Salesforce CRM enterprise application.Play a role in delivering business development skills training to client service colleagues and other emerging professionals.Report to the Regional Director of Business Development while maintaining strong relationships with internal stakeholders,including Senior Managing Directors, Managing Directors, Practice Leaders, and Marketing and Operations Professionals.Perform other duties as assigned.The CBIZ Advantage:Opportunity to sell a broader range of services beyond traditional CPA services, including benefits and insurance solutions, executive search and compensation services, retirement planning strategies, and payroll solutions.Supported by the latest technologies and digital tools designed to maximize your impact, such as CBIZ Solutions App, Salesforce CRM, Pardot lead scoring, ZoomInfo, DemandBase and Microsoft Teams.Competitive salary and progressive incentive compensation plan with no cap, offering unlimited earning potential.As a full-time employee of a public company, you are also eligible to acquire CBIZ shares (NYSE: CBZ) at a 15% discount and maintain eligibility for an equity-aligned cash bonus award based on performance.You will be an essential part of a nationwide business development team that directly impacts CBIZ performance and revenue growth, with opportunities for skill training, professional growth, and leadership opportunities.

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Salesforce Business Analyst Tek Leaders Inc

Manager of Business Development CBIZ Inc

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