Salesforce Business Analyst
Salesforce Business Analyst

Salesforce Business Analyst

Wakefield Full-Time 48000 - 84000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Become the go-to Salesforce expert, supporting Sales and Marketing teams with insights and solutions.
  • Company: Join Sentinel, a top-rated workplace dedicated to making benefits easy for clients and employees.
  • Benefits: Enjoy flexible time off, paid holidays, community volunteer days, and a retirement plan with employer match.
  • Why this job: Be part of a mission-driven team that values diverse perspectives and fosters a collaborative culture.
  • Qualifications: 5-7 years of Salesforce experience; strong communication skills and a passion for process optimisation required.
  • Other info: Hybrid role in Wakefield, MA; we welcome applicants from all backgrounds.

The predicted salary is between 48000 - 84000 £ per year.

Location Note: This is a hybrid role for our Wakefield, MA office.

The Purpose of Your Role:

Are you passionate about leveraging Salesforce to drive business success?

As a Salesforce Business Analyst at Sentinel, you will serve as the primary Salesforce expert for the entire organization while focusing specifically on supporting Sales and Marketing teams. Working closely with our Project Manager, you will play a pivotal role in aligning Salesforce solutions with company-wide and departmental goals, driving collaboration, process optimization, and informed decision-making.

Reporting to the centralized IT team, you’ll work closely with Sales, Marketing, and other key stakeholders to ensure Salesforce effectively supports our strategic objectives.

What You’ll Bring to Sentinel:

  • Deep expertise in Salesforce, including configuration, reporting, automation, and user management, with a focus on Sales and Marketing needs.
  • Proven ability to act as the organization’s primary Salesforce advisor, providing insights and recommendations that maximize its impact across all teams.
  • Exceptional communication and collaboration skills to bridge business requirements and technical solutions effectively.
  • An ownership mindset to manage and enhance Salesforce processes, ensuring they align with organizational goals.

What You’ll Be Responsible For:

  • Serve as the main Salesforce Business Analyst for the entire company, ensuring alignment across departments.
  • Partner closely with the Salesforce Project Manager to deliver cohesive and strategic solutions.
  • Act as the dedicated Salesforce analyst for the Sales and Marketing teams, translating their needs into system enhancements and streamlined processes.
  • Develop and maintain reports, dashboards, and workflows tailored to Sales and Marketing objectives.
  • System Optimization:
  • Analyze and document current business processes, identifying opportunities for improvement through Salesforce automation and best practices.
  • Drive continuous improvement efforts by scoping, designing, and testing Salesforce enhancements and customizations.
  • End-User Support:
  • Serve as the first point of contact for Salesforce-related questions and issues, ensuring swift resolution or escalation as needed.
  • Provide training and guidance to end users to maximize adoption and productivity.
  • Cross-Functional Collaboration:
  • Actively engage with stakeholders across departments to gather requirements, define priorities, and deliver impactful Salesforce solutions.
  • Participate in bi-weekly Business Analyst team meetings to share insights and contribute to firm-wide initiatives.
  • Quality Assurance:
  • Perform thorough testing of Salesforce updates to ensure they meet business requirements and function as expected.

About You:

We’re seeking a Salesforce Business Analyst with 5-7 years of experience and a passion for enabling Sales and Marketing success through Salesforce. You thrive in dynamic environments, take ownership of projects, and are skilled at translating business needs into actionable solutions.

Preferred Qualifications:

  • Bachelor’s degree in Business Administration, Information Systems, Computer Science, or a related field.
  • 5-7 years of experience as a Business Analyst or similar role, with a strong focus on Salesforce.
  • Proficiency in Salesforce features, including declarative tools, reporting, and automation, with a focus on Sales and Marketing processes.
  • Experience collaborating with Salesforce Project Managers or development teams.
  • Familiarity with Agile and project management methodologies.
  • Authorized to work in the US without sponsorship.

Nice to Haves:

  • Salesforce certifications (e.g., Salesforce Administrator, Business Analyst).
  • Experience with Sales and Marketing tools integrated with Salesforce (e.g., Pardot, Marketing Cloud).
  • Familiarity with workflow and integration tools

What you’ll be part of:

Joining our company means becoming part of something special. We\’re driven by a mission to excel in our industry and within our team, supported by people who truly care about our organization.

Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020 and 2023. In 2021, 2022, 2023 and 2024, Sentinel earned a Top Workplace USA Award from Energage.

At Sentinel, we welcome people from diverse experiences, backgrounds, and perspectives – and we wouldn’t have it any other way. So even if you don’t meet every single requirement, please consider applying if you like what you see. Our priority is to find talented individuals who enrich our team culture, contribute with enthusiasm, and are passionate about what they do.

Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know.

Some of our Benefits:

  • FTO (Flexible time off for vacation, sick, and personal time) after 2 years of service
  • 12 Paid Holidays (10 stated and 2 floating holidays)
  • 2 Community Volunteer Days
  • 5 Summer Half Days
  • Life Insurance
  • LTD & STD
  • Retirement Plan with 4% Employer Match

See What We Stand For: https://www.sentinelgroup.com/About-Us/Join-Our-Team

Who we are:

Sentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we’ve remained devoted to positively impacting the lives of our people, our clients and our communities. With a 9-year average associate tenure among our 265 professionals, our team’s commitment to excellent service has positioned Sentinel as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you.

Our ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it’s through retirement plans, group health insurance, reimbursement accounts or financial planning, we engineer simple solutions and continuously strive to make them better. Our in-house experts – and their commitment to excellence – define who we are.

Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine).

Seniority level

  • Seniority level

    Associate

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Information Technology

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Salesforce Business Analyst employer: Sentinel Group

At Sentinel, we pride ourselves on fostering a collaborative and inclusive work culture that empowers our employees to thrive. As a Salesforce Business Analyst in our Wakefield, MA office, you will enjoy flexible time off, a supportive environment for professional growth, and the opportunity to make a meaningful impact across Sales and Marketing teams. Recognised as a Top Place to Work, we are committed to your success and well-being, ensuring you have the resources and support needed to excel in your role.
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Contact Detail:

Sentinel Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Salesforce Business Analyst

✨Tip Number 1

Familiarise yourself with the specific Salesforce features that are crucial for Sales and Marketing teams. Understanding how to leverage reporting, automation, and user management will not only help you in interviews but also demonstrate your proactive approach to the role.

✨Tip Number 2

Network with current Salesforce Business Analysts or professionals in similar roles. Engaging with them can provide insights into the day-to-day responsibilities and challenges, which can be invaluable during your discussions with us.

✨Tip Number 3

Showcase your ownership mindset by preparing examples of past projects where you successfully managed Salesforce processes. Highlighting your ability to drive collaboration and process optimisation will resonate well with our team.

✨Tip Number 4

Brush up on Agile methodologies and project management principles, as these are often integral to the role. Being able to discuss how you've applied these concepts in previous positions will set you apart from other candidates.

We think you need these skills to ace Salesforce Business Analyst

Salesforce Configuration
Salesforce Reporting
Salesforce Automation
User Management in Salesforce
Business Process Analysis
Stakeholder Engagement
Cross-Functional Collaboration
Communication Skills
Problem-Solving Skills
Agile Methodologies
Training and Support for End Users
Data Analysis and Reporting
Project Management
Continuous Improvement Mindset
Sales and Marketing Process Knowledge

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your Salesforce expertise, particularly in configuration, reporting, and automation. Emphasise any experience you have with Sales and Marketing teams, as this is crucial for the role.

Craft a Compelling Cover Letter: In your cover letter, express your passion for leveraging Salesforce to drive business success. Mention specific examples of how you've previously supported Sales and Marketing initiatives through Salesforce solutions.

Showcase Communication Skills: Since exceptional communication is key for this role, provide examples in your application that demonstrate your ability to bridge business requirements and technical solutions effectively.

Highlight Continuous Improvement Efforts: Discuss any past experiences where you've driven continuous improvement efforts in Salesforce processes. This could include scoping, designing, or testing enhancements that align with organisational goals.

How to prepare for a job interview at Sentinel Group

✨Showcase Your Salesforce Expertise

Make sure to highlight your deep knowledge of Salesforce, especially in areas like configuration, reporting, and automation. Be prepared to discuss specific examples of how you've used Salesforce to drive success in Sales and Marketing.

✨Demonstrate Communication Skills

Since the role requires exceptional communication and collaboration, practice articulating complex ideas clearly. Use examples from your past experiences where you successfully bridged the gap between technical solutions and business needs.

✨Prepare for Process Optimisation Questions

Expect questions about how you've identified opportunities for improvement in previous roles. Be ready to discuss specific processes you've optimised using Salesforce and the impact it had on the organisation.

✨Engage with Cross-Functional Scenarios

The role involves working closely with various departments. Prepare to discuss how you've collaborated with different teams in the past, focusing on how you gathered requirements and delivered impactful solutions that aligned with organisational goals.

Salesforce Business Analyst
Sentinel Group
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  • Salesforce Business Analyst

    Wakefield
    Full-Time
    48000 - 84000 £ / year (est.)

    Application deadline: 2027-07-13

  • S

    Sentinel Group

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