Published: Mon, 23 Jun 2025 20:51:14 GMT
Position: Salesforce Business Analyst I
Role Summary:
We are seeking a highly skilled and motivated Salesforce Business Analyst to join our team. In this role, you will play a vital role in designing, implementing, and supporting strategies to enhance efficiencies in the Salesforce CRM system and related applications. You will collaborate closely with stakeholders to understand and document their business requirements, information needs, and data sources. Additionally, you will support all CRM end user needs, from issue resolution to reporting and user training. This is an excellent opportunity for a talented individual to make a significant impact in a fast-paced and dynamic environment.
Key Responsibilities:
– Collaborate closely with stakeholders to understand and document their business requirements, information needs, and data sources.
– Support all CRM end user day-to-day needs, from timely issue resolution to reporting and user training.
– Conduct requirements gathering sessions and meetings, prepare presentations, and obtain business meaningful signoffs at various design, development, and rollout project phases.
– Document gaps between current processes vs. future state, including business use cases and process flows.
– Track, mitigate, escalate, and remediate issues that arise through the Software Development Lifecycle.
– Partner with business process owners and IT management on strategic initiatives.
– Produce ad hoc reports to answer business questions quickly and accurately using a variety of data sources and query tools.
– Maintain knowledge of business, technology, and platform trends that impact the business environment.
– Identify new projects or opportunities to help grow the business.
– Drive projects forward by managing detailed project plans, timelines, contractual obligations, budget, internal/external communications, and support materials.
– Identify and track project metrics to determine project effectiveness.
– Facilitate business and cultural change.
Qualifications:
– 3-4 years of experience with Salesforce Sales and Service Cloud environments.
– Salesforce Administrator certification required.
– 3-4 years of related experience in business analysis, project management support, or equivalent role.
– 3+ years of experience in supporting Sales and Contracting departments, from designing and enhancing existing processes to daily operational support.
– Strong functional knowledge of and experience in quoting and contracting operations, processes, and terminology.
– 3-4 years of experience facilitating communication and providing support to both business and technology team members in challenging technical, custom, and package software implementation projects in cross-functional and global environments.
– Excellent communication skills, both written and oral.
– Comfortable recommending and presenting solutions to senior managers.
– Ability to manage multiple priorities in a diplomatic manner dealing with many large and demanding stakeholders.
– Problem-solving and critical thinking skills with attention to detail.
– Experience with Excel to perform analysis and manipulation on large sets of data (vlookups, pivot tables, etc.).
– Excellent analytical and problem-solving skills.
Requirements:
– Experience with CPQ and Contract Management applications or related technologies and processes.
– Salesforce CPQ and Apttus experience a plus.
– Experience in providing direct support to end users such as issue resolution, reporting, and training a plus.
– Ability to apply CRM architectural principles to business solutions, translating Contracting needs into clear specifications for the development team.
– Experience participating in large, complex transformation projects.
Benefits:
– A New Category in Healthcare: Teladoc Health is transforming the healthcare experience and empowering people everywhere to live healthier lives.
– Our Work Truly Matters: Recognized as the world leader in whole-person virtual care, Teladoc Health uses proprietary health signals and personalized interactions to drive better health outcomes across the full continuum of care, at every stage in a person’s health journey.
– Make an Impact: In more than 175 countries and ranked Best in KLAS for Virtual Care Platforms in 2020, Teladoc Health leverages more than a decade of expertise and data-driven insights to meet the growing virtual care needs of consumers and healthcare professionals.
– Focus on PEOPLE: Teladoc Health has been recognized as a top employer by numerous media and professional organizations.
– Diversity and Inclusion: At Teladoc Health, we believe that personal and professional diversity is the key to innovation.
– Growth and Innovation: We’ve already made healthcare yet remain on the threshold of very big things. Apply link