Salesforce Administrator and Business Analyst

Role Snapshot

The Salesforce Administrator & Business Analyst plays a critical role in aligning sales, marketing, and account management activities through effective CRM design (CEP, SEP, MAP), data integration, and business insight. This position owns the day-to-day administration of Salesforce while partnering across departments to turn data into actionable intelligence that drives customer engagement, pipeline growth, and corporate operational efficiency.

This role is ideal for a self-directed professional who enjoys solving problems, improving systems, and enabling teams with accurate data, clear reporting, and effective training.

What You’ll Do

Salesforce Administration & Enablement

• Administer andoptimizeSalesforce CRM andMarketing Cloudplatforms andleveragerelated system connectors/integrations
• Perform user maintenance, data cleanup, de-duplication, and mass data uploads
• Build andmaintaincustom reports, automations, dashboards, and system documentation and compliance
• Manage feature requests and support backlog, partnering with leadership on prioritization
• Align Salesforce functionality with evolving business needs and best practices

Training & Adoption

• Develop and deliver Salesforce training for sales, marketing, and account management and reliability teams
• Maintain up-to-date training materials and communicate new releases and enhancements
• Support CRM adoption, accountability, and data quality across the organization

Business Analysis & Data Strategy

• Build, generate,segmentand analyze business reports across thefullcustomer lifecycle using Salesforce, Excel, SQL queries, ZoomInfo and other proprietary software

• UseBItools(Power BIand SF Einstein)toidentifytrends and correlations
• Track and measure performance across key lifecycle stages and lead indicators
• Ownrecurring reporting cadenceMTD, QTD, and YTD to support Lean initiatives and leadership visibility

Sales & Customer Support

• Monitor sales performance andidentifyat-risk accounts
• Drive business performance through insights and recommendations based on revenue growth, cost optimization, and strategic account planningSupport sales and reliability leadership with strategic analysis and performance reporting
• Perform advanced customer and revenue analysis to support targeted price optimization, pricing strategies,and strategic account planning
• Ad-hoc business and customer analysis

Ideal Candidate

You are analytical, organized, and highly collaborative, with strong commercial acumen and a sense of ownership over both systems and outcomes. You enjoy translating business needs into technical solutions, thrive in a fast-paced environment, and take pride in enabling others through clear data, training, and process improvement. You balance independent work with cross-functional partnership and approach challenges with curiosity, accountability, and a continuous-improvement mindset.

Qualifications & Requirements

• Minimum of one to five years of business analysis experience
• Experience integrating and administering CRM/CEP platforms (Salesforce/Account Engagement)
• Strong analytical, reporting, and problem-solving skills
• Clear written and verbal communication skills
• Experience with data visualization (PowerBI), reporting tools, Excel, and SQL queries
• Familiarity with project or ticket management systems(Jira)
• Salesforce Administrator certification or equivalent work experience preferred
• College degree or equivalent work experience

Additional Responsibilities

• Support administration, campaign execution, and project initiatives
• Identify,submitandtake actiononcontinuous improvement ideas
• Provide cross-department support as needed
• Adhere to Lean principles, PDCA, and root cause analysis practices
• Other duties as assigned

Company Standards & Work Environment

All employees are expected to comply with POLARIS Laboratories® policies, standards of conduct, and quality management systems. This role operates in a professional office and laboratory-adjacent environment and requires adherence to all applicable safety and training requirements.