Job Summary
Bridge business needs and Salesforce capabilities to drive scalable solutions that improve sales effectiveness, customer experience, and operational efficiency. Lead requirements definition, solution design, and delivery of enhancements across CRM, automation, and AI enablement initiatives.

Responsibilities

Business Analysis & Requirements Gathering: 40% estimate (client: 40%)

Partner with Sales, Marketing, Service, and Operations teams to identify business needs and translate them into clear, actionable requirements.

Facilitate workshops to define processes, pain points, and opportunity areas.

Document business requirements, user stories, and acceptance criteria.

Solution Design & Implementation: 30%

Collaborate with Salesforce Admins and developers to design scalable solutions leveraging platform capabilities.

Ensure alignment between business objectives and system design.

Support configuration decisions across workflows, automation, and cross-system integrations, including defining data flows and system interactions across Salesforce and connected platforms.

Define and document integration requirements across Salesforce and upstream/downstream systems.

Partner with IT on scalable integration patterns (APIs, middleware).

Salesforce Optimization & Transformation: 20%

Lead initiatives to improve pipeline visibility, lead management, and seller workflows.

Support CRM modernization efforts, including consolidation of Salesforce instances and rationalization of integrations, data models, and cross-system workflows.

Contribute to rollout of AI capabilities (lead nurturing, case deflection, next best action).

Reporting & Optimization: 10%





Define reporting requirements and ensure dashboards align to KPIs and business outcomes.

Partner with analytics teams to track ROI and performance impact of CRM initiatives.

Physical Environment / Working Conditions

Office setting.

15% travel through Canada and the USA.

Qualifications

4–7+ years of experience in Business Analysis, CRM, or Salesforce-related roles.

Experience leading cross‑functional initiatives and system implementations.

Experience working with sales and marketing organizations in a B2B environment.

Salesforce Business Analyst or Administrator Certification required.

Strong understanding of Salesforce platform capabilities and CRM best practices.

Experience with sales processes, pipeline management, and customer lifecycle.

Excellent analytical, problem‑solving, and critical thinking skills.

Strong facilitation and stakeholder management skills.

Ability to translate complex business needs into structured solutions.

Familiarity with Agile methodology and project delivery frameworks.

Understanding of integration concepts.

Ability to map end‑to‑end business processes across multiple systems.

Benefits

Associate discount.

Health and Dental benefits.

RRSP/DPSP.

Performance bonuses.

Learning & Development programs.

And more.

Equal Employment Opportunity
We are building an inclusive and diverse team. We welcome, value and thrive on perspectives and contributions from backgrounds that vary by race, gender, sexual orientation, gender identity or expression, lifestyle, age, educational background, national origin, religion or physical ability. If you have a disability or special need that requires accommodation, please let us know.

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