Sr. Salesforce Analyst

Job Description

The Sr. Salesforce Analyst is responsible for the ongoing support, maintenance, and improvement of the Judge Technical Services Salesforce environment. This role manages users, security, and data quality while implementing new features such as reports, dashboards, and workflows. The ideal candidate understands both the technical capabilities of Salesforce and the business processes it supports, ensuring the platform is stable, scalable, and continuously improving. This role partners closely with Sales Leadership, Marketing, Operations, and IT to ensure the CRM technology platform drives productivity, visibility, and revenue growth. This role may partner with EPMO and OCM for execution as needed. The ideal candidate brings hands-on Salesforce expertise, strong analytical capability, a UI/UX mindset, and proven experience managing enhancements and full-cycle implementations.

This role has significant influence on the effective configuration, implementation, data quality, maintenance, compliance, reporting of sales-related data, and ongoing management of the Customer Relationship Management (“CRM”) system. The Sr. Salesforce Analyst will be a technically focused position within the Enterprise Applications team, managing corporate systems for both front- and back-office operations.

This role reports to the VP, Enterprise Applications

Primary Responsibilities

40%- Salesforce Platform Ownership and Administration

• Manage the full lifecycle of small to mid-sized implementations (requirements → design → build → UAT → deployment).
• Serve as the functional owner and SME for Salesforce across Sales and related business units and in relationship with Vendor.
• Manage user administration, role hierarchy, profiles, permission sets, and data integrity.
• Oversee configuration of objects, fields, validation rules, workflows, page layouts, and native system-level automations.
• Maintain system integrity through proactive monitoring, data quality improvements, and compliance with governance standards.
• Perform regular system audits to ensure system health.
• Evaluate and recommend Salesforce AppExchange solutions.

35% -Business Partnering and Strategic Enablement

• Work directly with Sales Leadership to understand requirements and translate them into scalable technical solutions.
• Analyze sales processes and develop technology improvements to enhance pipeline visibility, forecast accuracy, and seller efficiency.
• Identify opportunities for user experience improvement and simplification based on feedback from the user community.
• Provide insights and recommendations based on platform usage, adoption trends, automation opportunities, IT help desk tickets, and performance metrics.

20- Projects, Implementations & Cross-Functional Initiatives

• Lead or co-lead Salesforce projects, including enhancements, integrations, data migrations, and system upgrades.
• Serve as product owner for Salesforce releases and recommend new Sales Cloud features.
• Partner with finance when necessary to build investment business cases for the product.
• Partners with field leadership and OCM for rollout of changes
• Collaborate with internal teams to ensure alignment and successful delivery.
• Support vendor relationships and ensure quality delivery from external partners.

5%- Development and Additional Responsibilities

• Stays current with industry trends and best practices through regular research and professional development
• Develops and maintains relevant skills
• Performs any other duties and tasks as assigned by management

Success Metrics

• OKRs as determined by manager
• Sentiment of sales teams on the Salesforce experience
• Outcome and quality of delivery of projects or initiatives

Required Competencies

• Strong interpersonal communications and stakeholder management skills.
• Critical and analytical thinking, problem solving and time management.
• Effective collaboration with both technical and non-technical teams.
• Ability to work independently and manage multiple priorities.
• Customer Service
• Functional / Technical Credibility

Experience Requirements

• BS in Computer science, business, information systems, or related field required. MS or MBA beneficial.
• 4+ years Salesforce CRM experience required.
• Day-to-day technical support of CRM via Help Desk and Incident Management
• Proven track record of independently evaluating a situation, exercising good judgment and discretion, and independently making decisions on matters of significance.
• Ability to manage multiple projects concurrently.
• CRM design, implementation, integration, and testing
• Demonstrated leadership skills and desire to guide team members towards successful outcomes.
• Ability to translate business requirements into technical solutions.
• Hands-on experience with reporting, dashboards, or data integrations

Preferred Qualifications

• Salesforce Administrator Certification (ADM-201) strongly preferred.
• Prior experience in staffing, consulting, and/or professional services industries.
• Proficiency in MS Office Applications.
• Completing at least one full-cycle Salesforce Sales Cloud implementation.
• Experience with managing feature releases, testing, deployment and change management.