Senior Business Systems Analyst (Salesforce)
Workato - Palo Alto, CA
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About WorkatoWorkato transforms technology complexity into business opportunity. As the leader in enterprise orchestration, Workato helps businesses globally streamline operations by connecting data, processes, applications, and experiences. Its AI-powered platform enables teams to navigate complex workflows in real-time, driving efficiency and agility.Trusted by a community of 400,000 global customers, Workato empowers organizations of every size to unlock new value and lead in today’s fast-changing world. Learn how Workato helps businesses of all sizes achieve more at .Why join us?Ultimately, Workato believes in fostering a flexible, trust-oriented culture that empowers everyone to take full ownership of their roles. We are driven by innovation and looking for team players who want to actively build our company.But, we also believe in balancing productivity with self-care. That’s why we offer all of our employees a vibrant and dynamic work environment along with a multitude of benefits they can enjoy inside and outside of their work lives.If this sounds right up your alley, please submit an application. We look forward to getting to know you!Also, feel free to check out why:Business Insider named us an “enterprise startup to bet your career on”Forbes’ Cloud 100 recognized us as one of the top 100 private cloud companies in the worldDeloitte Tech Fast 500 ranked us as the 17th fastest growing tech company in the Bay Area, and 96th in North AmericaQuartz ranked us the #1 best company for remote workersResponsibilitiesWe are looking for an exceptional Sr. Business System Analyst (Salesforce) to join our growing Business Technology team. In this role, you will work closely with our GTM teams and cross-functional stakeholders to administer, optimize, and enhance our Salesforce platform. You will be responsible for developing sound business processes, identifying automation opportunities, and ensuring seamless integration with our existing technology stack. Your focus will include daily user support, deployment management, and GTM operations support. As a core owner of our Salesforce technology, you will empower the organization to effectively manage customer data and support revenue operations while responding quickly to changing business this role, you will also be responsible to:Lead daily Salesforce administration including user management, data maintenance, security settings, and system configurationExecute Salesforce deployments, coordinating changes across multiple environments while ensuring data integrity and minimal business disruptionProvide comprehensive GTM operations support, working with Sales, Marketing, Deal Desk, and Customer Success teams to optimize processes and workflowsAnalyze current Salesforce processes to identify opportunities for automation, efficiency improvements, and enhanced user experienceBuild, test, and deploy custom workflows, validation rules, and process automation that support strategic business objectivesServe as primary liaison between business users and technical teams, translating business requirements into Salesforce solutionsDocument processes, configurations, and customizations; develop and deliver training on Salesforce best practicesCreate and maintain reports, dashboards, and analytics capabilities for sales and marketing metricsProvide urgent support for critical business processes including deal closing activities and approval workflowsMaintain data quality standards and ensure compliance with security and governance requirementsQualifications / Experience / Technical SkillsBachelor's degree in Business IT, Information Systems, Computer Science, or related field3-5 years of Salesforce administration experience with demonstrated expertise in Sales Cloud and Service CloudSalesforce Administrator certification required; Advanced Administrator or additional certifications preferredExperience with complex permission structures and validation rule troubleshootingStrong knowledge of Salesforce configuration and integrations, including CPQ, Certinia, flows, validation rules, and custom objectsExperience with Salesforce integrations and understanding of API conceptsDemonstrated experience in business process improvement and workflow automationSoft Skills / Personal CharacteristicsDeep understanding of Salesforce platform capabilities, particularly in sales operations, marketing automation, and customer success functionsKnowledge of GTM processes and revenue operations best practicesAbility to translate complex business requirements into technical Salesforce solutionsExcellent written and oral communication skills with ability to train and support end usersStrong analytical and problem-solving skills with attention to detailProficiency in Salesforce reporting, dashboard creation, and data analysisExperience with integration platforms and understanding of data flow conceptsProject management skills with ability to manage multiple priorities and stakeholder requests(REQ ID: 2212) #J-18808-Ljbffr
Created: 2025-09-17