- Professional
- Optionales Büro in Muskego
The Business Analyst II is a seasoned professional who leads complex initiatives supporting Sales teams, CRM systems (such as Salesforce), and sales-related processes. This role is pivotal in driving strategic business and sales transformation, mentoring junior analysts, and serving as a subject matter expert for cross-functional projects. The Business Analyst II partners with business leaders to deliver innovative solutions, optimize processes, and ensure the successful implementation of high-impact projects.
Key Responsibilities
- Lead requirements gathering, analysis, and documentation for large-scale, cross-functional projects impacting multiple business units.
- Design and implement advanced workflows, process improvements, and automation to enhance sales operations and CRM utilization.
- Serve as a primary liaison between business stakeholders, IT, and external vendors, ensuring alignment of business objectives and technical solutions.
- Mentor and train junior analysts and business users on best practices, system capabilities, and process improvements.
- Oversee and manage the support queue for complex system changes, enhancements, and issue resolution, prioritizing based on business impact.
- Develop and execute comprehensive test plans, coordinate user acceptance testing (UAT), and ensure quality assurance for new features and system upgrades.
- Analyze business processes, identify opportunities for optimization, and recommend strategic solutions to improve efficiency and effectiveness.
- Lead change management efforts, including communication, training, and adoption strategies for new systems and processes.
- Track and report on project deliverables, milestones, risks, and outcomes to IT management.
- Stay current with industry trends, emerging technologies, and best practices in sales software, CRM platforms, and business analysis.
- Author and maintain detailed documentation, including business requirements, system specifications, process flows, training materials, and post-implementation support guides.
- Collaborate with developers, system administrators, and project stakeholders to resolve complex issues and deliver innovative solutions.
- Represent the IT department in cross-functional meetings, steering committees, and strategic planning sessions.
- Other duties as assigned.
Job Specifications
- Demonstrated ability to lead and manage complex projects independently and within cross-functional teams.
- Advanced declarative and programmatic development skills within Salesforce or similar CRM platforms.
- Exceptional analytical, problem-solving, and organizational skills; proven track record of solving complex business challenges.
- Strategic thinker with creativity and a continuous improvement mindset.
- Excellent communication skills, including the ability to present and facilitate stakeholder workshops.
- Strong adherence to company policies and ability to influence policy development.
Job Relationships
- Reports to Business Analyst Manager.
- Leads and coordinates activities across IT, Sales, Marketing, and other business units.
- Mentors junior analysts and collaborates with external partners/vendors.
Qualifications
- Bachelor’s degree in Business, Information Technology, or a related field.
- Minimum of 3 years of experience as a Business Analyst, with at least 2 years of hands-on experience with Salesforce or 5 years with other CRM platforms.
- Proven experience with systems analysis, requirements gathering, documentation, and declarative/programmatic development.
- Strong background in Agile methodologies, sprint-based delivery, and project management.
- Expertise in CRM systems (e.g., Salesforce) and business analysis tools (e.g., JIRA, Confluence, Visio, Excel, PowerPoint).
- Experience leading change management, training, and adoption initiatives.
- Demonstrated ability to mentor and develop junior team members.
- Proactive, detail-oriented, and able to manage multiple priorities in a fast-paced environment.
What We Offer
- Leadership opportunities in supporting strategic sales systems and business initiatives.
- Career growth within a dynamic IT and business environment.
- Collaborative team culture with advanced mentorship, training, and professional development support.
Benefits
- Health insurance
- Dental insurance
- Generous employer 401k contributions
- Flexible spending account
- Tuition reimbursement
- Generous paid time off
- Employee assistance program
- Vision insurance
- Employee discount
- Life insurance
- Referral program