What are the responsibilities and job description for the Salesforce Business Analyst position at Insight Investments?
| Job ID | 2025-1777 | Type | Regular Full-Time | Division | Insight Investments |
We are seeking a highly motivated and detail-oriented Salesforce Business Analyst to join our team in Irvine, California. This in-office role will work closely with cross-functional user groups to support and enhance our Salesforce platform, with a strong focus on data cleanup, reporting, dashboards, data loading, and Marketing Cloud integration.
Key Responsibilities:
- Perform data cleanup and deduplication to ensure data integrity across Salesforce objects.
- Design and build reports and dashboards to support business decision-making.
- Manage data imports and exports using tools like Data Loader and Data Import Wizard.
- Support Marketing Cloud initiatives including campaign setup, audience segmentation, and performance tracking.
- Conduct user training and provide ongoing support to ensure adoption and effective use of Salesforce.
- Partner with developers and admins to test and deploy changes in a structured release cycle.
- Maintain documentation of processes, configurations, and user guides
- 3 years of experience as a Salesforce Business Analyst or similar role.
- Strong understanding of Salesforce Sales Cloud and Marketing Cloud.
- Hands-on experience with data cleanup, reporting, dashboards, and data loading tools.
- Excellent communication and interpersonal skills to work directly with user groups.
- Salesforce certifications (e.g., Administrator, Business Analyst, Marketing Cloud Email Specialist) are a plus.
- Experience working in an on-site, collaborative environment.
- Familiarity with Agile methodologies and tools like Jira or Azure DevOps.
- Experience with third-party Salesforce apps and integrations.
- Ability to translate business needs into technical requirements.
Insight Investments, Corp is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, age, sexual orientation, gender identity, disability, status as a Veteran or other protected classification.