Business Analyst, Salesforce (Sales Cloud & CPQ)

Work Model: Hybrid - 3 days in office / client site and any key meetings

Locations: Preferred = Dallas, TX or Los Angeles, CA | Additional office sites = Seattle, San Francisco, Denver, Chicago, Houston

----------

Credera is a global boutique consulting firm that accelerates business transformation and builds valuable customer experiences. Credera works with the best companies in the world, from strategy through execution, to serve clients through our 18 offices across six countries.

Our vision is to be a global boutique consulting firm that is passionately dedicated to people and value by continuing to hire superstars who may feel lost or marginalized within their current organizations.

If you feel:

• there are too many layers between you and decision makers
• that your current organization will not make the right decision even after you identify problems and recommend viable solutions
• you are ready for a bigger voice, larger platform or place for a stronger team impact

…then you should consider Credera.

Description:

A Salesforce Business Analyst at Credera, are Salesforce Admins who understand business needs, capture requirements, and collaborate with stakeholders to develop Salesforce solutions that drive business improvements.  This is a project-based, business-improvement, process oriented, configuration focused role. Business analysts help guide businesses to improve business processes, configuration and efficiency in Salesforce. They elicit, document, and analyze requirements around business challenges, and then produce data-driven solutions.

Successful Business Analyst create an environment for open conversations.  They are the go-to person when it comes to communication between IT and business stakeholders. Business analysts make sure everyone involved works together to achieve the best results.

Responsibilities Include:

• Elicit and document requirements to develop and define project roadmaps within Sales Cloud, Order Manager and CPQ for the Salesforce ecosystem.
• Write user stories, analyze data and draw business insights.
• Communicate with managers and stakeholders.
• Facilitate business solutions and manage Salesforce projects.
• Create and deliver business presentations.
• Manage and analyze Salesforce implementations for the Salesforce ecosystem.
• Apply frameworks and methodology to Salesforce projects.
• Review and set up the Salesforce org. including platform configuration, process flow, security and access settings for Sales Cloud and Order Management (Opp-to-Order).
• Create custom objects and create and maintain fields.
• Create user training materials.
• Understand current business processes and document processes in development.
• Solve issues during testing.

Requirements:

• Bachelor or Master’s degree in Computer Science, Information Technology, or equivalent work experience required:
  • 1+ Current Salesforce Admin Certification(s) required. (Admin, Advanced Admin, Business Analyst…etc.)
  • CPQ Specialist Certification preferred.
• 5+ years of progressive Salesforce ecosystem experience.
• 3+ years of experience with Salesforce Sales Cloud
• Experience with Salesforce CPQ (Configure, Price, Quote) required
• Solid understanding of the Salesforce ecosystem: AppExchange, Automation, Collaboration, Data management, Reports and dashboards, CRM, Platform, Sales and marketing…ect
• Working knowledge and experience with complex business systems integration.
• Motivated self-starter, able to change directions quickly when priorities shift and quickly think through problems to design and deliver solutions.
• Business Presentation skills: Business case definition, Requirements writing, Requirements review, Flow and process diagramming, Wireframing and Business data analytics.
• Experience working in a consultancy firm.
• Excellent client-facing written and oral communication skills.
• Ability to travel 33% of time as necessary.
• Ability to work within the US without limitations.
• Ability to work in office 3 days per week.

Compensation:

The salary range listed is for informational purposes. Credera treats all applicants as individuals taking into consideration but not limited to their professional and academic experience, specialized training, certifications and associated responsibilities as it relates to our specific industry. The salary range listed is just one component of our total compensation package for each unique employee. An estimated base salary of $120K – 135K with no variable component is anticipated for this role in the US.

Benefits: Health, Dental, Vision, AD&D Insurance, Vacation / PTO / Holiday pay plus matching 401K, Tuition & Travel Expense Reimbursement as needed

About us:

Credera, trading as TA Digital, is a global consulting firm that combines transformational consulting capabilities, deep industry knowledge, and AI and technology expertise to deliver valuable customer experiences and accelerated growth across a broad range of industries worldwide. Our one-of-a-kind global boutique approach means we provide our clients with tailored solutions unique to their organization that can scale due to our extensive footprint. As a values-led organization, our mission is to make an extraordinary impact on our clients, our people, and our community. We believe it is this approach that has allowed us to work with and transform the most influential brands and organizations in the world, from strategy through to execution.

More information is available at www.credera.com. We are part of the OPMG Group of Companies, a division of Omnicom Group Inc.

Hybrid Work Model:

Our employees have the flexibility to work remotely two days per week. We expect our team members to spend 3 days per week in person with the flexibility to choose the days and times that work best for both them and their project or internal teams. This could be at a Credera office or at the client site. You'll work closely with your project team to align on how you balance both the flexibility that we want to provide with the connection of being together to produce amazing results for our clients.

The why: We are passionate about growing our people both personally and professionally. Our philosophy is that in-person engagement is critical for our ability to develop deep relationships with our clients and our team members – it's how we earn trust, learn from others, and ultimately become better consultants and professionals.

Travel:

Our goal is to keep out-of-market travel to a minimum and most projects do not require significant travel. While certain projects can require frequent travel (up to 80% for a period of time), our average travel percentage over a year for team members is typically between 10-30%. We try to take a personal approach to travel. You will submit your travel preferences which our staffing teams will take into account when aligning you to a role.

Fraud Prevention:

Credera will never ask for money up front and will not use apps such as Facebook Messenger, WhatsApp or Google Hangouts for communicating with you. You should be very wary of, and carefully scrutinize, any job opportunity that asks for money prior to starting and/or one where all communications take place exclusively via chat.

EOE & OFCCP Compliant regardless of: Minority / Female / Veteran / Disabled / Sexual Orientation / Gender Identity / National Origin / Age / Genetic Information / Religion / All Protected Classes