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Salesforce Business Analyst (REMOTE). Job in Lancaster FOX8 Jobs

Lancaster, Pennsylvania
Job Type
7 Sep 2022


Construction Specialties, Inc.

Founded in 1948, Construction Specialties (CS) is a specialty building products manufacturer. CS provides solutions to building challenges that architects, designers, building owners, facility managers, and contractors face every day. Since inventing the first extruded louver, CS has become a global leader in all our product categories. Our products are a part of some of the most iconic buildings around the world-from the world's tallest tower, Burj Khalifa in Dubai, to the Oculus at the World Trade Center Transit Hub in Manhattan. If you want to work in an inspiring atmosphere and collaborate with customers and colleagues to solve challenges, we're the right place for you. CS\: Making Buildings Better ®

This is a REMOTE position; however, to be considered, applicants should reside in or be willing to relocate to the following states\: PA, GA, NJ, TX, WI, NV, AZ, or FL at  their own expense.


The Salesforce Business Analyst is responsible for analyzing the North America sales teams' realignment requests, acting as liaison to our CRM team on sales automation issues and requests, developing distribution capability for promotional materials, designing and maintaining sales reports, and evaluating, along with IT team, third-party solutions for appropriate sales operations functions.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions, including but not necessarily limited to the following\:  

  • Manages on-boarding of sales team members; serves as point of contact for all salespeople reporting system issues including requests submitted via the IT ticketing system. Ensures representatives are set up properly for quoting, etc.

  • Collaborates with our sales teams to ensure proper usage of our CRM

  • Handles password reset requests, establishes permission requests, etc.

  • Assists with documenting business requirements & specifications for Salesforce applications

  • Participate, lead, and partner with IT on requirement gathering sessions with cross functional teams to understand business processes and key requirements for the CS Salesforce Application

  • Participate and lead user acceptance testing and planning

  • Partner with the Salesforce IT team on new enhancements, break/fix items and future state deliverables; streamlining and improving business processes for key users.

  • Communicate with key stakeholders on status of projects

  • Analyze and review requirements and partner with IT to implement solutions accordingly

  • Identify Salesforce process improvements and partner with key stakeholders to optimize business processes.

  • Develops training content and performs salesforce new rep sales training to support the CS Learning Center; and ongoing to current users as changes are made in the sales tools

  • Uses internal reports and resources to help with representative with commission inquiries

  • Ensures that all CRM users are entering data consistently to ensure data quality, reduction in duplicate data creation, cleaning of duplicate data, transparency and continuity. 

  • Maintains project tracking reports sales reports | dashboards and designs new reports as required

  • Provides sales forecasting project tracking pipeline and business performance review; establishing high levels of quality, accuracy, and consistency.

  • Establishes and maintains Top Opportunity project tracking reports for all representatives and Specification Sales Managers (Top 20 in Design Stage and Top 20 in Bid Track & Close Stages). 

  • Maintains dashboards on both Basis of Design Specifications as well as win rates (both in dollar value and % win vs lost projects).  Provide monthly update on KPIs (working with Sales Teams/Sales Analytics)

  • Perform analysis activities for sales operations and support the field sales organization with timely and accurate sales and business processes and analysis.

  • Attends Sales training meetings (local, regional & national meetings) as needed

  • Communicate regularly with key users to support them in their role and provide information and training on new features and functionality to increase and retain adoption.  Provide communication to end-users on deployment of fixes/changes to sales platform.

  • Work closely with business users and reps to provide day to day operational support.  Troubleshoot user issues and assist in maintaining the integrity of the data.

  • Supplies support to Oracle and Salesforce Integration

  • Creates and trains users on all SOPs related to Salesforce

  • Leads and manages customer MDM (Master Data Management)

  • Pulls data from ERP and Marketing Automations software for reporting and communication purposes

  • Participates in the CS Global Salesforce Steering committee to identify best usage/practices and process improvement for CRM utilization; works directly with the sub-committees and works closely with the salesforce team to submit all changes needed through the IT ticketing system for the team

  • Helps to modernize Sales BI and Analytic capabilities

  • Assumes related responsibilities or other duties as required




KNOWLEDGE/ SKILLS/ EXPERIENCE/ EDUCATION\: (Minimum Education and/or Experience required)

  • 4-year degree desirable

  • 3 years of sales or operations experience

  • Knowledge of the construction process a plus

  • Deep knowledge of Salesforce platform & capabilities; Sales Lighting experience a plus

  • Self-motivated, high energy

  • Solution driven

  • Positive attitude

  • Ability to work within a collaborative, team-oriented environment

  • Organized, accurate, and comfortable collaborating with other departments

  • Solid written and verbal communication skills

  • Proficient with MS Office Suite

  • Understanding of sales, marketing and other business processes

  • Knowledge of Marketo integration (Marketing Automation Software) into Salesforce

  • Salesforce Administration Certification preferred


  • Yes (Sales Support Assistant)


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  • Job Reference: 706528348-2
  • Date Posted: 7 September 2022
  • Recruiter: Construction Specialties
  • Location: Lancaster, Pennsylvania
  • Salary: On Application
  • Sector: Science & Technology
  • Job Type: Permanent