Customer Relationship Management Business Analyst Job at Insight Global, Milwaukee, WI

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  • Insight Global
  • Milwaukee, WI

Job Description

JOB DESCRIPTION

Our client has an immediate need for a Sr Business Analyst specializing in Salesforce commercial sales capabilities. This role will support, manage, and optimize the company's commercial sales enablement capabilities. As such, you will use your industry insights and experience to simplify sales processes, reduce deal closure cycles and help commercial teams hit sales targets through digital technology.

RESPONSIBILITIES

  • Partner with business stakeholders and technical teams to gather, document, and communicate requirements for Salesforce-driven sales enablement.
  • Lead process analysis and optimization efforts across digital sales, CPQ, and customer lifecycle management.
  • Translate business needs into actionable user stories and epics using Agile methodology and DevOps platforms.
  • Support Salesforce administration, including user roles, access, and reporting dashboards.
  • Coordinate UAT, training, and deployment activities to ensure seamless implementation and adoption

PREFERRED SKILLS & EXPERIENCE

  • Bachelor’s degree in IT or related field.
  • 5+ years of experience in Product Management or Business Analysis.
  • 7+ years of hands-on Salesforce CRM experience, including process engineering and optimization.
  • 3+ years of Salesforce Admin experience.
  • Strong background in CPQ (Configure, Price, Quote) solutions.
  • Familiarity with Agile tools and traceability frameworks (RTM).
  • Proven success in digital experience platforms and domains such as:

  1. Salesforce Agentforce
  2. Identity & Access Management
  3. Sales processes and deal closing
  4. Customer insights and reporting
  5. Digital Sales Enablement

Job Tags

Immediate start,

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