Business Systems Analyst - CRM (Salesforce)

Description

*Fully Remote Position*

Position Overview: We are seeking a business-facing CRM owner to manage and evolve our Salesforce platform. We have recently launched Salesforce Sales Cloud with strong adoption across our sales organization, and are entering the next phase of our CRM journey, including continued platform expansion and the upcoming implementation of Marketing Cloud. This role is critical in ensuring we build on early adoption success and continue to scale Salesforce into a core driver of sales performance, visibility, and growth. This role is responsible for ensuring Salesforce supports how our sales team actually sells — from daily execution to long-term strategy. You will work directly with field sales reps, sales leadership, and implementation partners to translate business needs into system improvements. This is a hybrid role combining system administration, business analysis, reporting, and user support. You will own the full lifecycle of the platform — from user support and data integrity to governance, enhancements, and performance tracking. While Salesforce is the current focus, this role will expand into ownership of broader sales and business systems over time.

Key Responsibilities

CRM Ownership & Administration

• Own day-to-day management of the CRM platform, including users, permissions, and configuration
• Maintain system integrity, usability, and performance
• Build and manage automation using tools such as Flow and system configuration
• Ensure consistent data structure, cleanliness, and governance across the platform

Sales Process & Business Alignment

• Act as the primary interface between the sales team and the CRM
• Develop a strong understanding of the sales process, customer structure, and workflows
• Translate sales needs into system enhancements and process improvements
• Ensure CRM supports key sales motions such as pipeline management, quoting visibility, and account management

Reporting, Data & Insights

• Build and maintain reports and dashboards used by sales reps and leadership
• Ensure data is accurate, structured, and usable for decision-making
• Track and communicate key sales metrics and CRM ROI, ensuring the platform is delivering measurable impact to the business
• Support data analysis and reporting needs both inside and outside of the CRM

Governance & Development Management

• Manage and prioritize a backlog of system enhancements and requests
• Enforce governance over system changes to maintain consistency and scalability
• Partner with external implementation teams on system enhancements
• Participate in solution design, testing, and deployment of new capabilities

User Support & Enablement

• Serve as the primary support resource for CRM users
• Troubleshoot issues and guide users on best practices
• Maintain clear documentation of system processes and standards
• Help reinforce adoption and effective system usage across the field

Requirements

Required

• 2–4 years experience supporting an enterprise CRM system (Salesforce experience preferred but not required)
• Strong understanding of sales processes, pipeline management, and sales metrics
• Experience building reports and working with data to drive insights
• Comfortable working directly with sales teams and leadership
• Ability to manage multiple responsibilities across support, data, and system improvements
• Strong organizational and problem-solving skills
• Ability to take direction and independently execute

Preferred

• Salesforce experience (admin or power user level)
• Experience in distribution, construction, or B2B sales environments
• Experience with CRM automation tools (e.g., Flow or similar)
• Experience working with external implementation or development partners
• Exposure to sales or marketing technology ecosystems

Career Path

This role will begin with ownership of CRM administration and support but is expected to grow into broader responsibility across sales and business systems, with potential for future leadership.

What Success Looks Like

Within the first 6–12 months:

• Salesforce is consistently used by the field with strong adoption
• Sales reps can easily access and act on key information (quotes, customers, opportunities)
• Reporting is trusted and actively used by leadership
• Data is clean, structured, and supports decision-making
• A clear backlog and roadmap of system improvements is established and progressing

Key Traits for Success

• Business-minded with a strong interest in how sales teams operate
• Comfortable working with data and translating it into insights
• Organized and able to manage multiple priorities
• Strong communicator across both field and leadership teams
• Able to take ownership and operate independently
• Focused on improving systems, not just maintaining them