Overview
Senior Business Systems Analyst who partners with business owners to shape the systems roadmap and solution requirements, driving optimization of the Marketing SaaS ecosystem and the Salesforce lead-to-opportunity process.
What you'll do
- Own and optimize the Lead-to-Opportunity end-to-end flow across Salesforce Sales Cloud, Marketo, and integrated systems.
- Analyze, document, and translate business processes into system behavior for lead routing, lead scoring, campaign attribution, qualification rules (MQL to SQL), and opportunity creation.
- Partner with Demand Generation and Marketing Operations to configure and scale campaign tracking, API integrations, and third-party vendor connections.
- Lead discovery sessions with Marketing, Business Development (BDRs/SDRs), and Sales Leadership to capture business goals, pain points, and technical requirements.
- Translate complex business needs into detailed technical requirements, functional specifications, user stories, and process flow diagrams.
- Identify bottleneck areas in the buyer journey (e.g., lead drop-off, slow response times, sync errors) and design system enhancements to increase velocity and conversion rates.
- Collaborate closely with Salesforce Developers, Enterprise Architects, and Systems Engineers to configure custom objects, flows, validation rules, and integration pipelines.
- Oversee user acceptance testing (UAT), script test scenarios, manage bugs/enhancements, and manage change control processes for new deployments.
- Manage data integrity within SFDC and MarTech systems, ensuring deduplication, enrichment, GDPR/CCPA compliance, and proper taxonomy.
- Partner with Analytics teams to ensure correct setup of pipeline attribution models.
- Create documentation, training materials, and release notes for business users to ensure high adoption of new tools and processes.
What you'll need
- 3–5+ years as a Business Systems Analyst with a dedicated focus on Salesforce and MarTech stacks.
- Deep hands-on knowledge of Salesforce Sales Cloud (Lead, Contact, Account, Opportunity, Campaign objects) and standard workflow automation (Flow Builder, Process Builder).
- Direct experience working with enterprise Marketing Automation Platforms (Marketo, Pardot/Account Engagement, HubSpot, or Eloqua) and their native/API sync mechanics with SFDC.
- Proven track record of designing or managing Lead-to-Opportunity (or Lead-to-Cash) lifecycles, including MQL/SQL definitions, SLA tracking, and opportunity attribution.
- Strong grasp of Agile/Scrum delivery processes, including user story writing, backlog grooming, sprint planning, and UAT execution.
- Understanding of APIs/REST integrations, webhooks, cookie tracking, URL parameters (UTMs), and relational database structures.
- Salesforce Reporting and data visualization platforms.
- Exceptional ability to communicate technical constraints to business leaders and translate business requests into developer-ready specifications.
Nice to have
- Salesforce Certified Administrator or Salesforce Certified Business Analyst credentials.
Details
- Location: Southern California, USA (remote).
- Base salary range in the United States: $150,000–$165,000, with a target annual bonus of 15% of base salary based on individual and company performance.
- Additional compensation: monthly Connectivity Plus stipend of $150 and annual $200 home office reimbursement.
- This position involves access to software/technology subject to U.S. export controls; any offer is contingent on compliance with U.S. export controls.
Read the full description and apply on the company’s own careers page.