Salesforce Business Analyst - Sentinel Group

Location Note: This is a hybrid role for our Wakefield, MA office.

The Purpose of Your Role:

Are you passionate about leveraging Salesforce to drive business success?

As a Salesforce Business Analyst at Sentinel, you will serve as the primary Salesforce expert for the entire organization while focusing specifically on supporting Sales and Marketing teams. Working closely with our Project Manager, you will play a pivotal role in aligning Salesforce solutions with company-wide and departmental goals, driving collaboration, process optimization, and informed decision-making.

Reporting to the centralized IT team, you’ll work closely with Sales, Marketing, and other key stakeholders to ensure Salesforce effectively supports our strategic objectives.

What You’ll Bring to Sentinel:

• Deep expertise in Salesforce, including configuration, reporting, automation, and user management, with a focus on Sales and Marketing needs.
• Proven ability to act as the organization’s primary Salesforce advisor, providing insights and recommendations that maximize its impact across all teams.
• Exceptional communication and collaboration skills to bridge business requirements and technical solutions effectively.
• An ownership mindset to manage and enhance Salesforce processes, ensuring they align with organizational goals.

What You’ll Be Responsible For:

• Salesforce Leadership:
  • Serve as the main Salesforce Business Analyst for the entire company, ensuring alignment across departments.
  • Partner closely with the Salesforce Project Manager to deliver cohesive and strategic solutions.
• Sales & Marketing Support:
  • Act as the dedicated Salesforce analyst for the Sales and Marketing teams, translating their needs into system enhancements and streamlined processes.
  • Develop and maintain reports, dashboards, and workflows tailored to Sales and Marketing objectives.
• System Optimization:
  • Analyze and document current business processes, identifying opportunities for improvement through Salesforce automation and best practices.
  • Drive continuous improvement efforts by scoping, designing, and testing Salesforce enhancements and customizations.
• End-User Support:
  • Serve as the first point of contact for Salesforce-related questions and issues, ensuring swift resolution or escalation as needed.
  • Provide training and guidance to end users to maximize adoption and productivity.
• Cross-Functional Collaboration:
  • Actively engage with stakeholders across departments to gather requirements, define priorities, and deliver impactful Salesforce solutions.
  • Participate in bi-weekly Business Analyst team meetings to share insights and contribute to firm-wide initiatives.
• Quality Assurance:
  • Perform thorough testing of Salesforce updates to ensure they meet business requirements and function as expected.

About You:

We’re seeking a Salesforce Business Analyst with 5-7 years of experience and a passion for enabling Sales and Marketing success through Salesforce. You thrive in dynamic environments, take ownership of projects, and are skilled at translating business needs into actionable solutions.

Preferred Qualifications:

• Bachelor’s degree in Business Administration, Information Systems, Computer Science, or a related field.
• 5-7 years of experience as a Business Analyst or similar role, with a strong focus on Salesforce.
• Proficiency in Salesforce features, including declarative tools, reporting, and automation, with a focus on Sales and Marketing processes.
• Experience collaborating with Salesforce Project Managers or development teams.
• Familiarity with Agile and project management methodologies.
• Authorized to work in the US without sponsorship.

Nice to Haves:

• Salesforce certifications (e.g., Salesforce Administrator, Business Analyst).
• Experience with Sales and Marketing tools integrated with Salesforce (e.g., Pardot, Marketing Cloud).
• Familiarity with workflow and integration tools

What you’ll be part of:

Our people care about our organization. We are a company with a mission to be the best in our industry and best within our company. Being part of this company means that you are part of something special.           

Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020. In 2021, 2022, and 2023 Sentinel earned a Top Workplace USA Awards from Energage.

At Sentinel, we hire people with all kinds of awesome experiences, backgrounds, and perspectives. We like it that way. So even if you don’t meet every single requirement, please consider applying if you like what you see. Our priority is to find the brightest talent that can add to our team culture, those who actively contribute and who are excited about what they do.

Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know.

Some of our Benefits:

· PTO (vacation, sick, personal time bank) - unlimited FTO after 2 years of service

· 12 Paid Holidays (10 stated and 2 floating holidays)

· 2 Community Volunteer Days

· 5 Summer Half Days

· Medical, Dental, Vision

· Life Insurance

· LTD & STD

· Retirement Plan with 4.00% Employer Match

· Parental Leave

See What We Stand For: https://www.sentinelgroup.com/About-Us/Join-Our-Team

Who We Are:

Sentinel Group proudly serves nearly than 5,000 clients throughout the U.S. For 35 years, we’ve remained devoted to making a difference in the lives of our people, our clients and our community. With a 9-year average associate tenure among our 265 professionals, our team’s commitment to excellent service has positioned Sentinel as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you.

Our ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it’s through retirement plans, group health insurance, reimbursement accounts or financial planning, we engineer simple solutions and continuously strive to make them better. Our in-house experts—and their commitment to excellence—define who we are.

 Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine).

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