Salesforce Business Analyst

We are seeking a Salesforce Business Analyst with strong functional knowledge and hands-on Salesforce Admin skills to support our growing business. This hybrid role will be responsible for driving business process improvements, user adoption, and executive reporting while ensuring the Salesforce platform is configured to meet evolving needs.

Why This Role Matters

The ideal candidate will act as a bridge between business stakeholders and technical teams, partnering closely with sales leaders, executives, and end users to define requirements, translate them into solutions, and ensure Salesforce is effectively leveraged across the organization.

Key Responsibilities

Business Analysis & Process Improvement

Engage with sales leaders, executives, and end users to gather, document, and prioritize business requirements.

Translate business needs into user stories, process flows, and solution designs.

Identify opportunities to optimize business processes within Salesforce and connected applications.

Drive user adoption initiatives through training, communications, and change management.

Host regular cadence meetings with Sales teams to review system change requests, improvements and feedback.

Facilitate CRM Steering Committee meetings, ensuring alignment between business strategy and Salesforce roadmap.

Salesforce Administration

Support data quality efforts (deduplication, imports, validation).

Assist in release testing and facilitate UAT, and User training.

Stakeholder & Technical Collaboration

Partner with Sales & Executive leadership to deliver accurate reporting and actionable insights.

Provide end-user support, resolving issues and escalating where needed.

Work closely with Salesforce developers in our India office to design, test, and deploy enhancements.

Collaborate with IT, Vendors and integration partners to ensure smooth end-to-end solutions.

Qualifications

Around 5+ years of Salesforce experience as a Business Analyst, Admin, or hybrid role.

Proven track record of working with Sales leaders and executives in a tech or SaaS environment.

Strong knowledge of Sales Cloud (Service Cloud or other Salesforce products a plus).

Hands-on experience with Salesforce reports, dashboards and Analytics.

Excellent business process mapping, documentation, and requirements gathering skills.

Strong communication skills, with ability to influence adoption and train non-technical users.

Experience facilitating cadence meetings and steering committees preferred.

Familiarity with offshore collaboration and Agile/Scrum methodology.

Salesforce Administrator certification required, Business Analyst certification a plus.

Personal Attributes

Proactive and self-motivated with the ability to manage multiple priorities simultaneously.

Customer-focused with a passion for improving user experience and business outcomes.

Strong relationship builder capable of influencing stakeholders across all levels of the organization.

Collaborative team player who thrives in cross-functional environments.

Adaptable and comfortable operating in a fast-paced, evolving business environment.

Detail-oriented with excellent organizational and time management skills.

Analytical thinker with a continuous improvement mindset.

Effective communicator who can confidently work with executives, managers, technical teams, and end users.

Agilysys cares about you and your overall well-being.  We offer a comprehensive benefits package to all employees, which includes a 401(k) plan with employer matching, paid parental leave, paid sick leave in compliance with applicable laws.  We also offer medical, dental, and vision benefits, 10 paid holidays, disability and basic life insurance, and a mental health program, and tuition reimbursement among others.

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Must be willing to complete all license applications, background checks, security checks and/or any other documentation and provide copies of any identification documents required by any State, Federal or Tribal governmental agency in order to maintain compliance with their laws and to successfully perform in the role.

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The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification.  It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.  Conditions may require the Company to modify this job description and the Company reserves the right to exercise its discretion to make such changes.

Agilysys is an equal opportunity employer.  In compliance with Federal and State EEO laws, qualified applicants are considered for all positions without regards to race, color, gender, religion, national origin, ancestry, place of birth, age, marital status, sexual orientation, disability, or veteran status.

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