Salesforce Analyst

  • Job Reference: 106164
  • Date Posted: 13 January 2022
  • Recruiter: Easy Web Recruitment
  • Location: Lincoln
  • Salary: £35,000 to £45,000
  • Sector: Administration
  • Job Type: Full Time Flex
  • Work Hours: Full Time

Job Description

We have an exciting opportunity for someone to join our growing team as a Salesforce Analyst. This is a new role so we are looking for someone who comes from a proven background of working with Salesforce and would be able to engage with key stakeholders to effectively translate the business requirements ensuring that there are 100% adoption rates across functions. You will have outstanding communication skills which will allow you to promote and embed Salesforce into the businesses processes and ensure that the platform is maintained and optimised to its full potential.

The Role

Understands all aspects of Salesforce configuration and technical/functional capabilities, including all changes and potential system implications related to the Salesforce release upgrades (currently scheduled 2-3 times a year)
Communicates regularly with the Salesforce Business Owner, IT systems leadership, CRM Steering Committee and other stakeholders to ensure functionality meets field needs and to develop ongoing project plan.
Maintains at least high-level familiarity with other IT system /business application capabilities and scope definition in order to make recommendations about potential upstream/downstream integration or functionality intersection points.
Executes all configuration changes (this may involve simply changing field names or could be more work-intensive project such a re-mapping fields and field value.
Maintaining the current Salesforce data integration using the Synatic platform
Performs new release evaluations with business owner & executes new functionality roll-outs
Regularly audits data to uncover data integrity issues and/or opportunities for process improvement
Performs mass data imports using the API or import tools as requested by Salesforce Area Admins or others
Champion the use of Salesforce within the technology systems group, educating other team members on the capabilities and potential applications of Salesforce.
Serves as key liaison with IT technical resources in areas related to system support for areas such as wireless, Outlook integration, etc.
Manages and implements customization requests by Salesforce Area Admins, including creating workflow triggers, workflow alerts, automated email responses, etc.
Maintains updated system documentation and Salesforce policies/procedure
Develops and maintains naming conventions of picklists, report folders, dashboards, etc. to improve system usability
Performs manual or automated data entry/data clean-up as required
Importing and updating campaign data
Creating/Modifying Lead Assignment Rules
Setting up Useful Links on the Home Page
Creating Web Integration Links
Maintenance of marketing lists in Pardot
Supports Corporate Marketing’s use of Salesforce, including assisting with mailing list generation/clean-up as needed and helping Marketing automate processes related to national marketing campaigns.
Develops ad-hoc reports as requested by user groups or stakeholders, performs analysis on data as required
Maintain and communicate system metrics to track trends in usage and data integrity.
Hold quarterly update meetings with the initial Steering Committee to revisit application success factors and ensure incorporation of additional user requirements
Can create and execute test plans for release rollouts

The Candidate

Understands business requirements and how to effectively translate to Salesforce
Understands how changes may impact entire user universe
Ability to send updated training and benefits communications to the user group
Excellent communication skills to help internally “sell” and “service” the user group use of the application
Has experience enforcing governance and release management
Solves and presents complex issues in a logical way
Communicate with an open and collaborative style and networks effectively
Seek out, manage and influence opportunities for continuous improvement and change
Seeks opportunities for self-development for self and others
Proactive and demonstrates initiative
Embraces cross-organisational working
Adapts and responds to change positively
Results focused
Accountability for self and team

Further information

As well as a competitive salary we offer the following benefits -

Competitive holiday allowance with the annual option to buy additional days
Death in Service benefit of x4 salary
Company pension scheme
Very generous maternity and paternity leave packages
A flexible benefits package which allows you to add additional benefits to your overall package
Our benefits portal offers discounts on technology & electronics, cinemas, restaurants, days out, mortgage advice, travel and many more
Referral schemes
Discounted rates on PIB products
We offer a first-class employee benefits and welfare package to support our employees with financial management, cycle to work scheme, counselling support, health screening, will writing, menopause support, books, stopping smoking and much more
We also offer a wide range of discounts including a kids pass – giving you discount to over 4500 attractions and activities, discounts at hairdressers and beauticians, climate change projects with lots of other options to choose
PIB has a comprehensive learning & development framework, including professional study options and apprenticeships which are available to all employees, and which will support your career development
Being a part of our PIB Community Trust, we support fundraising where you can apply for grants from PIB Group towards your chosen charity

We are proud of our success and growth and have been recognised for many industry awards across our business. If you wish to work for a company that truly puts people at the heart of their organisation, then we would love to hear from you. PIB operates a flexible working policy, and our management teams will talk to you about how that would meet both your flexible working needs and those of the business and role you are applying for. We would love to hear from you if you want to hear more about opportunities in PIB.

We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law.

Ref: 106 164