Job Description

Client Okta

Overview:

We're looking for a Business Analyst with Salesforce Service Cloud expertise to join our team, focusing on investigating, documenting, and optimizing our Salesforce environment. This role emphasizes analysis, documentation, and system understanding.

Key Responsibilities

Salesforce Documentation & Analysis :

• Investigate existing Salesforce configurations and processes.
• Create comprehensive documentation, including flowcharts and visualizations (e.g., Lucidchart), to map how the environment works.
• Interpret undocumented systems and processes.

System Understanding & Optimization :

• Analyze flows, process builders, and email alerts to understand and refine system operations.
• Assist with testing and validation, including writing and running test cases (UAT).

Data Querying & Scripting :

• Use SOQL to query Salesforce data for analysis and insights.
• Understand scripting concepts (Python/JavaScript) to interpret workflows but not required to develop.

Collaboration & Presentation :

• Work closely with the team to gather and document requirements.
• Present findings, charts, and high-level system overviews to stakeholders using tools like PowerPoint.

Requirements

Salesforce Expertise :

• Admin-level experience with Salesforce Service Cloud (must).
• Familiarity with flows, process builders, and email alerts.
• Ability to make minor system changes (admin-level tasks).

Technical Skills :

• Experience with RDBMS and querying Salesforce using SOQL .
• Familiarity with documentation and visualization tools (e.g., Lucidchart).
• Knowledge of scripting languages (Python/JavaScript) is a plus but not mandatory.

Business Analyst Skills :

• Strong documentation, charting, and presentation abilities.
• Capable of investigating and interpreting undocumented systems and processes.
• Experience in gathering requirements and supporting systems changes.

Preferred Qualifications :

• Familiarity with PM or analytics tools.
• Experience with user acceptance testing (UAT).
• Located in PST (preferred).

Additional Information

• This is an Individual Contributor (IC) role within a team of three, focusing on a specific Salesforce instance.
• Main focus: Analyst work, documentation, and systems optimization (not webinars or event management).

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