Position
: Full time – permanent
Location: Gatwick & London / Hybrid
We are looking for a Salesforce Business Analyst to champion Salesforce in William Reed and work directly with our brands to maximise its value. Reporting to the Salesforce Trainer & Commercial Business Partner and working closely with the Central Salesforce team, the Salesforce Business Analyst will act as a Power User and bridge the gap between the frontline commercial and operation teams and the central team.
The Salesforce Business Analyst will play an important role in gathering and translating business requirements, supporting feature development, testing and roll-out, training and championing adoption and best practice across teams.
What you’ll be doing:
1. Acting as a Salesforce Power User across both sales and operations teams, promoting best practices and driving user adoption
2. Providing area-specific training, guidance, and support to team members to ensure effective use of Salesforce tools and features
3. Engaging with sales and operations stakeholders to understand business needs, pain points, and opportunities for improvement
4. Translating business requirements into clear, actionable user stories and specifications for the central Salesforce team
5. Participating in development planning and prioritisation, UAT, and release testing to ensure solutions meet business expectations
6. Championing data integrity and consistency across all Salesforce elements
7. Collaborating with sales and operations leadership to ensure reporting and dashboards are accurate, relevant, and provide meaningful actionable intelligence
8. Recommending and implementing enhancements that align with evolving business needs
9. Proactively identifying barriers and work with the team to suggest remediation activities via process or functional changes
Requirements
What you’ll need:
10. Proven experience in a Salesforce Business Analyst or Salesforce & CRM-focused Power User role
11. Strong knowledge and experience of Sales Cloud, Media Cloud and CPQ or other revenue cloud platform is essential, with experience using Pardot or Tableau desirable
12. Understanding of Salesforce objects, workflows and validation rules, with the ability to maintain reports and dashboards tailored to business needs
13. Demonstrated success in effectively translating business requirements into technical specifications and able to clearly communicate and train across technical and non-technical audiences
14. Excellent communication and presentation skills, with the ability to build strong relationships and collaborate cross-functionally, particularly in sales and operations contexts
15. Exposure to data analysis, reporting, and dashboard creation using Salesforce tools, with the ability to interpret data, identify trends, and make informed recommendations
16. Knowledge of data structures, data integrity principles and CRM best practices
17. Demonstrate strong commercial and business acumen, with an awareness of sales and finance processes
18. Enthusiastic, self-motivated and proactive with the ability to use own initiative and work independently, but also recognise when to seek guidance
19. Fantastic time management and organisation skills, with the ability to manage multiple projects and priorities effectively and work to strict deadlines
20. Excellent attention-to-detail to ensure accuracy in requirements, testing and documentation
21. Proficient IT skills including MS Office (Word, Excel, PowerPoint, Outlook, etc)
22. Familiarity with tools such as Jira and Confluence for managing requirements and documentation is desirable