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Business Analyst - Salesforce

Location : Remote / North America office locations - New York, Venice, FL or Montreal
Job Type : Consult to Hire
Hours : Full Time
Required Years of Experience : 3+ years
Required Education : Bachelorís degree, preferred
Travel : No
Relocation : No
Job Industry : Banking - Financial Services
Job Category : Marketing Technology

Job Description :

Our client is an international business information group covering asset management, pricing information, and data and market intelligence. The Group runs an extensive portfolio of events for the telecoms, financial, and commodities markets.

This candidate will work within the Asset Management Division, which was recently created to align their CRM capabilities across the three businesses. The role of the Business Analyst is to understand the needs of users of AMD’s CRM systems and translate those into requirements that the Business Systems development team can deliver in conjunction with the CRM Product Owner.

The CRM systems will all have Salesforce SalesCloud at their core, along with Marketing Automation systems and solutions such as Dun & Bradstreet Optimizer.


Required Qualifications :



  • Facilitate clear and open communication between CRM system stakeholders and technical teams

  • Understand and clarify what CRM system stakeholders want to accomplish.

  • Create clear and concise documentation of requirements in a way that allows easy sharing between teams and aids understanding.

  • Facilitate workable solutions based on analysis, knowledge of CRM capabilities (specifically of Salesforce) and the needs of stakeholders.

  • Ensure that implemented solutions are meeting expectations and delivering benefits.

  • Specify requirements and oversee testing of new functionality

  • Build training material to support new functionality and elicit feedback to allow improvements.



  • Divisional CRO/Sales Heads

  • Divisional Regional Sales Leads

  • CTO of the Division

  • Divisional Heads of Sales Operations (CRM Product Owners)

  • Divisional Head of Business Systems

  • Divisional Business Systems Team and Central Business Applications Team






  • Good understanding of B2B CRM systems based on Salesforce, required

  • Experience in understanding B2B customer needs, required

  • Experience working with global or remote teams, required

  • Record of on-time delivery and accountability, required

  • Excellent analytical and communication skills, required

  • Proficient in eliciting requirements, needs analysis and documenting requirements, required

  • Flow and process diagramming, preferred

  • Wireframing, preferred

  • Business data analytics, preferred

  • Experience in lean and agile software development, preferred

  • Knowledge of Marketing Automation Systems, such as Hubspot or Pardot, preferred

  • Knowledge of BI systems, such as Tableau or Power BI, preferred


Skills and attributes


  • Customer focus, required

  • Intellectually curious about financial and professional services and the markets we serve, required

  • Three years hands-on experience with Salesforce Sales Cloud and/or Service Cloud as a Power User or Administrator, required

  • Salesforce Administrator certification, desirable

  • Recognised Business Analyst certification, desirable

  • KPIs/Measures

  • Agreed ongoing product roadmap (including retirement of underperforming products)

  • Production and ongoing delivery of agreed CRM system KPIs

  • Successful delivery of agreed of new CRM functionality

  • Increased productivity for CRM system users



A diverse workforce is a strong workforce

To deliver growth at BLEND360 and for our clients, we believe as a Talent Solutions Company, we have a responsibility and unique opportunity to positively impact the workforce. Diversity has played a critical role in our history, our growth, and continues to have a profound impact on our success.  We are determined to have equality in the workplace, within our team and as an extension of our clients team. 

This is not the work of the moment, this requires continued learning and purposeful actions.  We are investing resources to understand and improve the sourcing, selection and retention of the talent we hire, and ultimately the workforce we provide our clients. We will communicate our journey in the spirit of transparency and shared learning.


We understand the Confidence Gap and Imposter Syndrome are real.  We still want to hear from you.

BLEND360 is an equal opportunity employer

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