- Company Name
- Addepar
- Job Title
- Business Systems Analyst - Salesforce & GTM Systems
- Job Description
-
Job title: Business Systems Analyst – Salesforce & GTM Systems
Role Summary:
Provide end‑to‑end analysis, optimization, and implementation of go‑to‑market (GTM) processes using Salesforce and related applications. Translate business requirements into functional specifications, user stories, and scalable technical solutions, working closely with Sales, Marketing, Client Success, and Support functions.
Expectations:
- 5+ years of business analysis experience supporting GTM organizations, preferably in financial services or SaaS.
- Deep, hands‑on expertise with Salesforce (Sales Cloud, Service Cloud, CPQ, etc.) and experience configuring, administering, and integrating complementary GTM tools (Marketo, Ironclad, DocuSign, NetSuite, FinancialForce).
- Proven track record of process mapping, data analysis, and driving measurable improvements that deliver business impact.
- Strong communication, stakeholder management, and documentation skills, with the ability to bridge technical and business perspectives.
Key Responsibilities:
1. Map, analyze, and optimize end‑to‑end GTM processes across Sales, Marketing, Client Success, and Support.
2. Gather and prioritize business requirements, translate them into clear user stories and functional specifications.
3. Design scalable solutions within Salesforce and partner applications, ensuring seamless integration across systems.
4. Analyze GTM data to identify trends, measure performance, and provide actionable insights.
5. Collaborate with Sales Ops, Marketing Ops, and Client Success Ops to align system designs with business strategy and outcomes.
6. Contribute to project planning and delivery, ensuring on‑time, on‑scope outcomes with measurable impact.
Required Skills:
- Salesforce administration/configuration (Sales Cloud, Service Cloud, CPQ).
- Experience with complementary GTM tools: CPQ, CLM, FinancialForce, DocuSign, Ironclad, Marketo, NetSuite.
- Business process mapping (flowcharts, swimlanes, RACI).
- Data analysis and reporting (Salesforce reports, dashboards).
- Requirement gathering, user story creation, and functional specification writing.
- Stakeholder engagement and communication (technical and business).
- Project coordination and delivery in an Agile environment.
Required Education & Certifications:
- Bachelor’s degree in Business, IT, Finance, or a related field (or equivalent experience).
- Preferred certifications: Salesforce Administrator, Salesforce CPQ, Service Cloud, or Experience Cloud; SAFe, PMI‑ACP, or an equivalent Agile certification; IIBA ECBA/CCBA or PMI‑PBA.