Salesforce Business Analyst I

Role Description

The Salesforce Business Analyst plays a key role in designing, implementing and supporting strategies to improve efficiencies in the Salesforce CRM system and related applications.

• Collaborate closely with stakeholders to understand and document their business requirements, information needs, and data sources.
• Support all CRM end user day-to-day needs, from timely issue resolution to reporting and user training.
• Conduct requirements gathering sessions and meetings, prepare presentations, and obtain business meaningful signoffs at various design, development, and roll out project phases.
• Document gaps between current processes vs future state including business use cases and process flows.
• Track, mitigate, escalate and remediate issues that arise through the Software Development Lifecycle.
• Partner with business process owners and IT management on strategic initiatives.
• Produce ad hoc reports to answer business questions quickly and accurately using a variety of data sources and query tools.
• Maintain knowledge of business, technology and platform trends that impact the business environment.
• Identify new projects or opportunities to help grow business.
• Drive projects forward by managing detailed project plans, timelines, contractual obligations, budget, internal/external communications, and support materials.
• Identify and track project metrics to determine project effectiveness.
• Facilitate business and cultural change.

Qualifications

• 3-4 years of experience with Salesforce Sales and Service Cloud environments.
• Salesforce Administrator certification required.
• 3-4 years of related experience in business analysis, project management support or equivalent role.
• 3+ years of experience in supporting Sales and Contracting departments, from designing and enhancing existing processes to daily operational support.
• Strong functional knowledge of and experience in quoting and contracting operations, processes and terminology.
• 3-4 years of experience facilitating communication and providing support to both business and technology team members in challenging technical, custom and package software implementation projects in cross-functional and global environment.
• Excellent communication skills, both written and oral.
• Comfortable recommending and presenting solutions to senior managers.
• Ability to manage multiple priorities in a diplomatic manner dealing with many large and demanding stakeholders.
• Problem-solving and critical thinking skills with attention to detail.
• Experience with Excel to perform analysis and manipulation on large sets of data (vlookups, pivot tables, etc.).
• Excellent analytical and problem-solving skills.

Requirements

• Experience with CPQ and Contract Management applications or related technologies and processes.
• Salesforce CPQ and Apttus experience a plus.
• Experience in providing direct support to end users such as issue resolution, reporting, and training a plus.
• Ability to apply CRM architectural principles to business solutions, translating Contracting needs into clear specifications to the development team.
• Experience participating in large, complex transformation projects.

Benefits

• A New Category in Healthcare: Teladoc Health is transforming the healthcare experience and empowering people everywhere to live healthier lives.
• Our Work Truly Matters: Recognized as the world leader in whole-person virtual care, Teladoc Health uses proprietary health signals and personalized interactions to drive better health outcomes across the full continuum of care, at every stage in a person’s health journey.
• Make an Impact: In more than 175 countries and ranked Best in KLAS for Virtual Care Platforms in 2020, Teladoc Health leverages more than a decade of expertise and data-driven insights to meet the growing virtual care needs of consumers and healthcare professionals.
• Focus on PEOPLE: Teladoc Health has been recognized as a top employer by numerous media and professional organizations.
• Diversity and Inclusion: At Teladoc Health we believe that personal and professional diversity is the key to innovation.
• Growth and Innovation: We’ve already made healthcare yet remain on the threshold of very big things.