Salesforce Business Analyst

Whitley Recruiting Partners is the exclusive recruiting partner for our client, Gridmate https://www.gridmate.io/ . Gridmate is hiring for a Salesforce Business Analyst and this employee needs to live in the Raleigh-Durham area and will travel monthly to visit clients.

About Gridmate

We take pride in being a highly successful ISV with a 5-star rated productivity suite on the Salesforce AppExchange and a 5-year track record of revolutionizing the Salesforce experience. With a diverse portfolio of over 350 logos and more than 135,000 users across SMB, mid-market, enterprise, and public sector, we have established ourselves as a trusted partner for organizations seeking to elevate their Salesforce capabilities.

While our product is highly regarded for its excellence, we are equally praised for our outstanding pre and post-sales support, providing customers with exceptional guidance and assistance at every step of their journey with GridMate. As a mature and recognized offering in the market, GridMate is on an exciting growth trajectory, making it the perfect time to join our dynamic global team. Here, you will contribute to impactful projects and be part of a culture that fosters collaboration, creativity, and a shared vision for uplifting the Salesforce ecosystem. We are not just enhancing the way people work in Salesforce - we are redefining what’s possible within it.

About The Role

Overview

We are seeking a dynamic Business Analyst with expertise in Salesforce and a passion for Pre-Sales activities to join our team in the Raleigh-Durham area. As a Business Analyst at GridMate, you will play a pivotal role in bridging the gap between business needs and technical solutions, ensuring the successful implementation of Salesforce projects that drive business growth.

Responsibilities

• Requirement Gathering: Lead the business analysis efforts for Salesforce/GridMate related implementations, collaborate with business stakeholders to understand their needs, document detailed business and technical requirements, and translate them into functional specifications.
• Stakeholder Management: Lead workshops and discussions with cross-functional teams and act as the liaison between business users and the technical team to ensure that projects are delivered on time, within scope, and meet user expectations.
• Process Improvement: Analyze current business processes, workflows, and systems to identify pain points and opportunities for improvement, recommending innovative solutions that align with company objectives.
• Pre-sales Activities: Build POCs for our clients/prospects and run pre-sales activities (Demos, Calls).
• Training & Support: Provide training and support to end users, ensuring effective adoption of Salesforce and GridMate.
• Documentation: Maintain comprehensive documentation of system configurations, workflows, and project milestones to ensure transparency and continuity.

Requirements

• Bachelor’s degree in Business Administration, Information Technology or an advanced certification in business analysis is a must.
• 3+ Years of experience as a Business Analyst with a strong focus on Salesforce implementations.
• Excellent communication and presentation skills, with the ability to present findings and recommendations clearly to both technical and non-technical stakeholders.
• Experience in pre-Sales, including gathering requirements, developing PoCs, and running demos.
• Strong problem-solving skills and a proactive approach to identifying and addressing issues.
• Willingness to Travel to meet customers.

Benefits and Perks

• Hybrid working environment
• Medical, dental, and vision insurance plans
• Opportunity to travel as we have offices across North America, Europe, and Asia
• 20 days of PTO
• Travel to Salesforce Events in the USA and Overseas

If you're passionate about the Salesforce ecosystem and thrive in a fast-paced environment, we want to hear from you! Send us your resume and let's shape the future of the Salesforce platform together!