Salesforce Business Analyst
San Francisco, CA / Remote
30+ days ago

Job Description

San Francisco

As our Salesforce Business Analyst, you’ll play a vital role at Affinity. We are looking for a proactive individual that can help us implement and continually improve and enhance our Salesforce platform, gathering requirements and feedback and designing scalable best-practice solutions. Our Salesforce user experience is of great importance to us; therefore, the Analyst should enjoy all aspects of user management, including support tickets, training, and designing solutions with user satisfaction a priority.
What you’ll be doing:

All aspects of user and license management, including new user setup/deactivation, roles, profiles, permissions, public groups, OWD, sharing rules
Salesforce configuration changes, including (but not limited to): Workflow, Process Builder, Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards, and reports.
Sandbox environment management
Support business users and help solve simple to complex application issues.
Create a platform roadmap and define priorities, liaising with stakeholders
Own the communication of any platform changes to end-users and stakeholders
Data management to improve Salesforce data quality, implementing rules and automation as needed
Working with integrated applications including DocuSign, Outreach, Gong, Hubspot & Totango


Certified Salesforce Administrator
2+ years of experience delivering enterprise software solutions using in an enterprise environment
2+ years of Salesforce Administration hands-on experience with Sales Cloud.
Experience with Lead to Opportunity business processes, including quotes, orders, and revenue management.
Experience writing detailed specifications of user requirements, business processes, and procedures required to develop and implement software solutions.
A proactive attitude to platform enhancements
Knowledge of end-users designing scalable, best practice solutions
Experience training end-users and key stakeholders
Experience in change management and governance
Excellent relationship-building skills
The ability to liaise with stakeholders at all levels
Bachelor’s / Postgraduate degree, or professional qualification


Additional Salesforce certifications, e.g., Advanced Administrator, or Platform App Builder
Trailhead Badges / Super Badges
Led or been part of a Salesforce implementation.

About Us
Affinity is all about innovation. Our technology ingests, analyzes, structures, and enriches millions of data points across a team’s digital communications to offer the insights needed to grow their most valuable relationships and discover untapped opportunities. This enables the companies we serve (over 1000 and growing!) to unlock introductions, manage their deal flow, and get automated, unique insights into the opportunities in their network. While capturing nearly 40% of the global venture capital market and expanding into other financial services and relationship-driven industries, we have facilitated millions of introductions and processed billions of communications.
We have raised over $40M and are backed by some of Silicon Valley’s best firms. We have hubs in both San Francisco and Toronto and are a remote-friendly company. We care personally about our employees and want individuals to work in an environment that sets them up to thrive.
Since day one, our top priority has been investing in our people and our culture. We've been certified by Great Places to Work with a 98% approval rating and have been named a top workplace by Inc., Fortune, and more.
The more diverse our team is, the more we’ll learn from each other, and the better our company and our product will be. Whatever your gender, race, sexual orientation, religion, age, veteran status, favorite Spotify playlist, social, cultural, or economic background, we can’t wait to welcome you to Affinity!

Job Type: Full-time


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