Sales, Marketing and Customer Solutions (SMCS)
Reports To:
Associate Director, Marketing Operations / Senior Director of Digital and Data Operations
Job Type:
Permanent Full Time
Location:
Remote ( Candidates based in British Columbia, Alberta, Manitoba, Saskatchewan, Ontario, Nova Scotia or willing to relocate)
WES is currently in the process of recruiting a Salesforce CRM Analyst, a pivotal role responsible for enhancing our CRM strategies, specifically as it relates to Salesforce.
Reporting to the Associate Director of Marketing Operations and with a dotted line to the Senior Director of Digital and Data Operations, this position centers on harnessing strong CRM system proficiency and an analytical mindset to offer valuable assistance in process analysis, requirements gathering, reporting, and Salesforce configuration.
Effective collaboration with cross-functional teams is vital to grasp business goals, generate meaningful reports, and develop Salesforce solutions that fuel business expansion.
The CRM Analyst will excel at conducting comprehensive analyses and proficiently communicating findings to support Marketing, Sales, Customer Service, and Social Impact efforts.
Furthermore, meticulous attention to detail, problem-solving capabilities, and a commitment to continuous improvement are also imperative in optimizing Salesforce CRM system performance and heightening customer satisfaction.
Collaborates with business stakeholders and project managers to gather and document business requirements, ensuring that Salesforce aligns with the organization’s goals.
Collects business requirements for improving existing functionality and contributes to larger-scale projects led by third-party implementation partners.
Collaborates with cross-functional teams to design and develop Salesforce solutions to improve existing functionality and efficiency.
Regularly provides reports on the performance of Salesforce solutions to key stakeholders and communicates progress and outcomes clearly.
Supervises the integration of Salesforce with other systems and applications to ensure consistent data and a seamless workflow.
Conducts user training and offers ongoing support to ensure efficient utilization of Salesforce features and functionalities.
Develops and maintains Salesforce reports, dashboards, and analytics to offer insights into customer behavior, sales performance, and marketing effectiveness.
Stays current with Salesforce updates, best practices, and emerging trends, and implements platform enhancements accordingly.
A solid understanding of business processes and the ability to translate business requirements into effective Salesforce solutions.
In-depth knowledge and experience with Salesforce, including configuration, customization, and data management.
A customer-centric approach, with a focus on improving customer relationships and satisfaction through Salesforce solutions.
Strong analytical capabilities to assess data and provide data-driven insights that enhance decision-making utilizing creation tools such as Tableau or Salesforce Reports.
Ability to manage multiple tasks, meet deadlines, and prioritize projects effectively.
Capability to provide user training and ongoing support to maximize system utilization.
Bachelor’s degree in a relevant field, such as Marketing, Sales, Business Analytics, Information Systems, or a related discipline.
A minimum of 3 years of hands-on experience as a Salesforce Business Analyst.
Active Salesforce certifications or the ability to obtain relevant certifications upon hire.
Proficiency in Salesforce Communities and Sales Cloud, with a working knowledge of Service Cloud, Marketing automation tools such as Marketo, and eCommerce solutions
Hands-on experience with Salesforce, encompassing the development and configuration of reports, custom reports, report folders, report extractions, and dashboards tailored to various user profiles based on specific requirements.
A strong grasp of marketing principles, sales processes, and customer lifecycle to align CRM strategies with overarching business objectives.
Proficiency with relational databases and complex data structures, including the ability to create basic SQL queries.
The capacity to communicate clearly and effectively with both technical and non-technical team members.
Familiarity with data privacy regulations and a dedicated commitment to CRM data privacy and compliance.