Lead Salesforce Administrator / Business Systems Analyst

We are seeking a highly capable Lead Salesforce Administrator / Business Systems Analyst to take ownership of a growing Salesforce environment and drive both strategic and hands-on platform optimization. This role sits at the intersection of business analysis, system design, and user experience, with a strong emphasis on improving usability, scalability, and overall platform performance.

This individual will act as a key partner to business stakeholders, leading initiatives that enhance system functionality, streamline processes, and deliver a seamless, intuitive user experience.

Key Responsibilities


Partner with stakeholders to gather, analyze, and translate business requirements into scalable Salesforce solutions
Own end-to-end system optimization efforts, including workflow automation, process improvement, and operational enhancements
Serve as the primary liaison between business teams and technical resources, ensuring alignment on priorities and delivery
Oversee and coordinate User Acceptance Testing (UAT), including test planning, execution, and stakeholder validation
Collaborate with engineering and integration teams to support enhancements in a connected systems environment, ensuring data integrity and system efficiency
Drive ongoing platform enhancements through structured backlog management, prioritization, and delivery tracking
Facilitate regular stakeholder engagement, providing updates, gathering feedback, and aligning initiatives with broader business objectives
Provide guidance and mentorship to junior team members and contribute to best practices across the Salesforce function

Required Experience & Technical Skills

Proven experience leading Salesforce Administration efforts within a complex, evolving environment
Strong expertise in Salesforce Lightning Experience with a focus on UI/UX optimization
Hands-on experience with declarative tools including Flow, validation rules, and automation frameworks
Working knowledge of programmatic capabilities such as Apex, Visualforce, or Lightning Web Components is a plus
Experience supporting integrations and working within API-driven architectures
Strong reporting and analytics experience, with exposure to BI tools preferred

Ideal Candidate Profile

Hybrid skill set combining business analysis, system design, and hands-on Salesforce administration
Demonstrated ability to lead discovery sessions and manage cross-functional stakeholder relationships
Strong communication skills with the ability to translate business needs into technical solutions and vice versa
Proven track record of driving platform adoption, process improvement, and user experience enhancements
Experience operating in a lead or senior capacity, with the ability to influence direction and mentor others

This is an opportunity to take a leadership role in shaping the direction of a Salesforce platform, driving meaningful improvements in both system capability and user experience.

Data Architect / BI Developer - Microsoft Fabric Migration + Salesforce Data Modernization

Location: Remote - U.S.-based candidates

Overview

We are seeking a senior Data Architect / BI Developer to support a strategic enterprise data modernization initiative centered on migrating a data warehouse environment from Microsoft Azure Synapse to Microsoft Fabric.

This is a high-impact role combining data architecture, Microsoft cloud modernization, BI/reporting, and Salesforce-driven analytics. The successful candidate will help define the future-state data platform while ensuring critical Salesforce sales data and reporting requirements are properly supported throughout the transformation.

The primary initiative is the migration from Azure Synapse to Microsoft Fabric, including data architecture, modeling, transformation, pipelines, reporting, and downstream analytics.

Salesforce is also a key source of sales data and reporting. The organization is moving from a custom Salesforce Opportunity object to the standard Salesforce Opportunity object, creating a need to assess existing data models, reporting structures, pipelines, and analytics that rely on Opportunity data.

The ideal candidate will be a strong architect who can operate strategically while remaining hands-on when needed across SQL, data modeling, transformation, BI, and reporting.

Key Responsibilities

• Lead the architecture and delivery strategy for the Azure Synapse to Microsoft Fabric migration.
• Define the future-state enterprise data platform and warehouse architecture.
• Assess existing data, reporting, and analytics environments and determine appropriate migration strategies.
• Design scalable data models, transformation frameworks, pipelines, and reporting structures within Microsoft Fabric.
• Evaluate the downstream impact of Salesforce data-model changes, particularly the transition from a custom Opportunity object to the standard Opportunity object.
• Partner with Salesforce, data engineering, BI, and business teams to ensure Salesforce data is structured appropriately for enterprise reporting and analytics.
• Validate that existing sales reporting and analytics remain accurate throughout the Salesforce and data-platform changes.
• Help align Salesforce-sourced data with the future-state warehouse and reporting architecture.
• Identify data-quality issues, dependencies, risks, and opportunities for modernization.
• Provide architectural guidance around governance, performance, scalability, security, and data quality.
• Collaborate with business stakeholders, analysts, architects, and technical teams across the organization.
• Contribute hands-on to SQL development, data transformation, modeling, and BI/reporting work as needed.

Project Highlights

Microsoft Data Platform Modernization

• Major migration from Microsoft Azure Synapse to Microsoft Fabric.
• Modernization of enterprise data warehousing, reporting, and analytics capabilities.
• Opportunity to help shape the future-state Microsoft data architecture.
• Hands-on involvement across data modeling, transformation, pipelines, SQL, and BI.

Salesforce Data & Reporting Modernization

• Salesforce is a key source of enterprise sales data and reporting.
• Transition from a custom Salesforce Opportunity object to the standard Salesforce Opportunity object.
• Existing sales reporting, data models, pipelines, and downstream analytics will need to be evaluated and aligned to the new Salesforce structure.
• Work closely with teams responsible for Salesforce ingestion and downstream data architecture.
• Ensure Salesforce data can effectively support enterprise BI, reporting, and analytics within the modernized Microsoft Fabric environment.

Required Qualifications

• 8+ years of experience in Data Architecture, Data Engineering, BI, or Enterprise Data Platforms.
• Proven experience supporting or leading enterprise data warehouse modernization initiatives.
• Strong experience within the Microsoft data ecosystem.
• Strong understanding of enterprise data architecture and data warehousing.
• Strong expertise with:
  • SQL
  • Data Modeling
  • Data Warehousing
  • ETL/ELT
  • Data Pipelines
  • Data Transformation
  • BI & Reporting
  • Enterprise Data Architecture
• Experience with Microsoft Fabric, or strong experience with adjacent Azure data platforms and the ability to work with modern cloud data architectures.
• Ability to translate business reporting requirements into scalable technical/data solutions.
• Strong communication skills with the ability to work across technical and business stakeholders.

Preferred Qualifications

• Experience with Microsoft Azure Synapse.
• Experience migrating enterprise data warehouse platforms to Microsoft Fabric or another modern cloud data platform.
• Experience with Salesforce data, reporting, integrations, or CRM analytics.
• Understanding of Salesforce data structures, particularly the Opportunity object and sales reporting.
• Experience supporting Salesforce as a source system within an enterprise data warehouse or BI environment.
• Experience with Salesforce data ingestion, downstream data models, or CRM-driven analytics.
• Experience supporting large-scale reporting and analytics ecosystems.
• Experience with enterprise data governance and data-quality initiatives.

Ideal Candidate

The strongest candidates will combine Microsoft cloud data architecture experience with hands-on BI/data engineering capabilities.

They should have:

• Experience leading or supporting Azure Synapse, Microsoft Fabric, or enterprise data warehouse modernization initiatives.
• Strong architecture fundamentals combined with hands-on technical ability.
• Experience translating complex source-system data into scalable reporting and analytics solutions.
• An understanding of how Salesforce data flows into enterprise data platforms and BI environments.
• Experience navigating data-model changes without disrupting critical business reporting.
• Strong stakeholder management skills and the ability to work across architecture, engineering, BI, Salesforce, and business teams.
• The ability to operate at both the strategic architecture level and the hands-on implementation level.

Target Titles

• Data Architect
• Senior Data Architect
• Enterprise Data Architect
• Cloud Data Architect
• Data Platform Architect
• Analytics Architect
• BI Architect
• Principal Data Engineer
• Senior Data Engineer
• Microsoft Fabric Architect

Interview Process

• 2 streamlined interview rounds preferred.
• Maximum of approximately 3 conversations.
• Client is actively reviewing candidates and interviewing immediately.

Recruiter Notes

The strongest candidates will combine Microsoft cloud data architecture experience with hands-on BI/data engineering capabilities. Prior Microsoft Fabric and Azure Synapse experience is highly valuable, particularly candidates who have led or supported enterprise data warehouse migrations.

Salesforce experience does not need to be their primary specialty. Candidates with strong Microsoft/Fabric/Synapse architecture backgrounds should be considered if they have experience working with Salesforce as a source system, Salesforce-driven reporting, CRM analytics, or enterprise data integrations.

The key differentiator is the ability to understand both sides of the initiative: modernizing the core data platform from Azure Synapse to Microsoft Fabric while ensuring Salesforce data and sales reporting remain accurate, scalable, and aligned to the new architecture.

Senior Salesforce Administrator / Business Systems Analyst

We are seeking a highly capable Salesforce Administrator / Business Systems Analyst to join a growing team and play a pivotal role in enhancing both the usability and functional performance of the Salesforce platform. This position sits at the intersection of business analysis, system optimization, and user experience design, supporting a moderately complex and evolving Salesforce environment.

This individual will serve as a strategic partner to business stakeholders, driving continuous improvement initiatives, optimizing workflows, and ensuring the platform delivers a seamless and intuitive end-user experience.

Key Responsibilities

• Lead end-to-end UI/UX optimization initiatives across Salesforce, with a focus on improving usability, adoption, and overall user satisfaction
• Conduct detailed discovery sessions with cross-functional stakeholders to gather, analyze, and document business requirements
• Translate business needs into scalable Salesforce solutions, acting as a liaison between business users and technical teams
• Own and enhance core system processes, including workflow automation, collections queues, and user-driven operational procedures
• Partner with engineering and integration teams to support enhancements within an API-driven ecosystem, ensuring data integrity and efficient system interoperability
• Drive and coordinate User Acceptance Testing (UAT), including test planning, execution oversight, and stakeholder alignment
• Facilitate regular stakeholder meetings, providing updates, gathering feedback, and aligning priorities with leadership
• Manage delivery workflows through tools such as ClickUp (or similar platforms), ensuring effective tracking, prioritization, and execution of system enhancements

System Environment

• Salesforce Sales Cloud (current), with planned expansion into Service Cloud
• Approximately 100 active users across the platform
• Moderately complex environment with ongoing transformation and enhancement initiatives

Required Experience & Technical Skills

• Proven experience as a Salesforce Administrator within a dynamic, multi-user environment
• Strong understanding of UI/UX best practices within Salesforce Lightning Experience
• Hands-on experience with declarative Salesforce tools (Flows, Process Builder, validation rules, etc.)
• Exposure to Visualforce and/or Lightning Web Components (LWC) is highly desirable
• Experience working within API-heavy ecosystems, supporting integrations and data flows
• Familiarity with reporting and analytics tools such as Power BI or similar platforms

Ideal Candidate Profile

• Hybrid background combining Business Systems Analysis and hands-on Salesforce Administration
• Demonstrated experience leading discovery sessions and managing stakeholder relationships across multiple business units
• Prior experience within financial services, leasing, or financing environments strongly preferred
• Strong communication skills with the ability to translate technical concepts into business language
• Experience mentoring junior team members or contributing to team leadership initiatives is a plus

This is an opportunity for a proactive and strategic Salesforce professional to make a meaningful impact by shaping both the user experience and system capabilities within a growing organization.

Enterprise Business Systems Lead - Salesforce

Overview
We are seeking an Enterprise Business Systems Lead to drive business performance, operational excellence, and digital transformation through the strategic use of Salesforce and enterprise technology. This role serves as the business owner and functional leader of the Salesforce ecosystem, including Sales Cloud, Service Cloud, Revenue Cloud (CPQ), and key integrations across the enterprise.

Acting as the primary bridge between business and technology, this individual will partner with cross-functional leadership to optimize processes, improve data quality, increase user adoption, and deliver scalable solutions that support growth. This is a highly visible role requiring both deep Salesforce expertise and strong business acumen, particularly within complex manufacturing environments.

Key Responsibilities

• Serve as the functional leader and business owner of the Salesforce ecosystem, aligning technology with enterprise strategy
• Partner cross-functionally with Sales, Customer Service, Finance, Operations, Engineering, and other teams to drive process optimization
• Translate business requirements into scalable Salesforce solutions, emphasizing configuration over customization
• Lead the integration and optimization of Salesforce with ERP systems and other enterprise platforms
• Own and manage the Salesforce roadmap, prioritizing initiatives based on business value and strategic impact
• Coordinate with IT and external partners to ensure successful delivery, testing, and deployment of enhancements
• Establish and enforce data governance, reporting standards, and system integrity to improve decision-making
• Drive user adoption through training, enablement, and change management initiatives
• Continuously evaluate platform capabilities and emerging technologies to enhance performance and scalability
• Support a connected, enterprise-wide systems environment that enables efficient, data-driven operations

Qualifications

• Bachelor's degree in Business, Information Systems, Engineering, or a related field (or equivalent experience)
• 12+ years of experience in enterprise systems, business process improvement, or related disciplines
• 10+ years of hands-on Salesforce experience (Sales Cloud, Service Cloud, Revenue Cloud/CPQ)
• Proven experience supporting complex, multi-site manufacturing environments
• Demonstrated success leading or supporting large-scale CRM and enterprise transformation initiatives
• Strong ability to engage executive stakeholders and translate business objectives into technology solutions
• Deep understanding of cross-functional business processes (Sales, Service, Finance, Operations, Manufacturing)

Preferred Experience

• Experience with enterprise integration tools (e.g., MuleSoft) or similar platforms
• Exposure to ERP systems such as Epicor, SAP, Oracle, Microsoft Dynamics, IFS, or Infor
• Background in manufacturing, industrial, or engineer-to-order / configure-to-order environments
• Salesforce certifications (Administrator, CPQ, Revenue Cloud, Service Cloud, etc.)
• Strong communication, presentation, and stakeholder management skills
• Excellent analytical, organizational, and problem-solving capabilities
• Ability to manage multiple priorities in a fast-paced, cross-functional environment

Work Environment

• Hybrid work model (onsite + remote flexibility)
• Travel required (approximately 10-50% depending on business needs)

Compensation & Benefits

• Competitive base salary + performance-based incentives
• Comprehensive benefits package including:
  • Medical, dental, and vision coverage
  • 401(k) with employer match
  • Paid time off and holidays
  • Professional development and growth opportunities

This is a high-impact leadership role for someone who thrives at the intersection of business and technology and is passionate about driving transformation through enterprise systems.

ing.

Salesforce Business Analyst

Overview
We are hiring a Salesforce Business Analyst to play a key role in delivering high-impact CRM solutions within a fast-paced, technology-driven environment. This individual will act as a critical link between business stakeholders and technical teams, ensuring that Salesforce capabilities are effectively leveraged to drive efficiency, improve processes, and support business growth.

This position is ideal for someone who combines strong analytical thinking with hands-on Salesforce experience and thrives in a collaborative, Agile delivery model.

Key Responsibilities

Requirements & Stakeholder Engagement

• Elicit, analyze, and document business requirements through stakeholder interviews, workshops, and working sessions
• Translate business needs into clear, actionable user stories, functional requirements, and acceptance criteria
• Serve as a liaison between business users and technical teams, ensuring alignment and clarity throughout delivery
• Support Agile processes including backlog refinement, sprint planning, and prioritization

Process Optimization

• Evaluate current-state processes to identify inefficiencies, risks, and improvement opportunities
• Design scalable future-state workflows leveraging Salesforce best practices
• Recommend process enhancements to improve productivity, data quality, and user experience

Solution Alignment & Delivery Support

• Partner with technical leadership to ensure solutions align with business objectives and platform capabilities
• Develop detailed functional documentation to guide configuration and development
• Support end-to-end solution delivery, including validation, testing alignment, and stakeholder sign-off

Core Deliverables

• Business and functional requirements documentation
• User stories and acceptance criteria
• Process maps and workflow diagrams (current and future state)
• Supporting documentation for system enhancements and releases

Qualifications

• 2+ years of experience as a Business Analyst working with Salesforce
• Solid understanding of Salesforce platform capabilities, data models, and declarative features
• Experience supporting Sales Cloud, Service Cloud, or similar CRM solutions
• Strong ability to translate between business needs and technical requirements
• Experience working within Agile frameworks (e.g., Scrum, Kanban) and tools such as Jira
• Excellent communication, documentation, and stakeholder management skills

Preferred

• Salesforce Administrator certification
• Salesforce Business Analyst certification
• Experience working in distributed or cross-functional team environments

Work Environment

• Fully remote with flexibility to support a distributed team
• Preference for candidates aligned with U.S. time zones

This is an opportunity to join a collaborative team focused on delivering scalable CRM solutions, where you will have direct impact on business processes, system adoption, and overall platform success.

Business Product Owner - Salesforce

Overview
We are seeking a Business Product Owner to lead the strategy, prioritization, and value realization of a Salesforce CRM platform. This role serves as the primary business owner of CRM, responsible for ensuring the platform drives measurable outcomes across revenue enablement, operational efficiency, and user adoption.

You will act as the key decision-maker for prioritization and trade-offs, partnering closely with business stakeholders and technical teams to align CRM capabilities with strategic objectives and deliver tangible business impact.

Key Responsibilities

• Own CRM business outcomes, with accountability for value realization and measurable impact
• Define and execute a CRM product roadmap aligned to strategic business priorities
• Establish KPIs and success metrics; continuously monitor performance to guide decisions
• Manage and prioritize the product backlog based on ROI, business value, and alignment
• Make day-to-day prioritization and trade-off decisions across enhancements and initiatives
• Partner with delivery teams to support sprint planning, releases, and execution readiness
• Lead governance and prioritization forums to ensure transparency and consistency
• Act as the primary liaison between business stakeholders and technical teams
• Collaborate across business units and regions to align needs and drive cross-functional outcomes
• Identify opportunities to improve processes, increase efficiency, and maximize CRM ROI
• Ensure CRM supports end-to-end business processes across integrated systems (ERP, data, marketing tools)
• Evaluate cross-platform dependencies and impacts when making roadmap decisions
• Support a scalable, globally aligned CRM ecosystem with strong data integrity
• Partner with enablement teams to drive adoption, communication, and successful rollouts

Qualifications

• Bachelor's degree in Business, Technology, or related field
• 7+ years of experience in CRM, product ownership, or business operations
• Hands-on experience with Salesforce CRM
• Proven ability to manage backlogs and prioritize work tied to business outcomes
• Strong stakeholder management across both business and technical teams
• Experience working in cross-functional and global environments

Preferred Experience

• Experience in a product-led or business-driven governance model
• Familiarity with Agile methodologies and product delivery cycles
• Exposure to CRM integrations (ERP, data platforms, marketing automation)
• Background supporting sales, service, or customer experience teams
• Strong analytical and performance management capabilities

Work Environment

• Hybrid schedule: 3 days onsite, 2 days remote

Compensation & Benefits

• Base salary range: $102,900 - $137,637 (dependent on experience and location)
• Performance-based bonus eligibility
• Comprehensive benefits package including:
  • Medical, dental, and vision coverage
  • 401(k) with employer match
  • Paid time off and holidays
  • Disability coverage (short- and long-term)
  • Health savings options
  • Tuition reimbursement and professional development support
  • Onsite amenities and wellness offerings

This is an opportunity to take true ownership of a high-impact CRM product, influence strategy, and drive measurable business results in a collaborative, cross-functional environment.