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Salesforce Business Systems Analyst

United States - New York

About the role:

We're seeking an experienced Salesforce Business Systems Analyst to join our growing GTM Systems Team. Reporting to the Senior Manager - GTM Systems, this role will serve as the primary liaison between business stakeholders and technical teams, ensuring alignment and clarity on key projects and initiatives. The ideal candidate will have a strong understanding of GTM processes, technical proficiency in Salesforce, and familiarity with other GTM tools.This role will provide critical business process support for our current CRM (Salesforce) and contribute to our large-scale Quote to Cash transformation projects, with a focus on CPQ Implementation.

What you’ll be doing:

  • Stakeholder Engagement: Act as the bridge between business stakeholders (Sales, Marketing, Customer Success, etc.) and the GTM Systems team, translating business needs into technical requirements and vice versa.
  • Requirements Gathering and Documentation: Collaborate with stakeholders to define, document, and prioritize requirements, ensuring clear communication and alignment with GTM Systems and development teams. Drive standardization of Forter's Enterprise Systems documentation practices.
  • Salesforce Administration and Support: Gain a strong technical understanding of our Salesforce environment to support configurations, troubleshoot issues, and assist with training and documentation, including Salesforce CPQ or Revenue Cloud processes.
  • GTM Tools Familiarity: Leverage knowledge of GTM tools (e.g., Clari, Salesloft, HubSpot, etc.) to enhance integrations, streamline workflows, and provide insights for system improvements.
  • Process Optimization: Conduct regular audits and analyses to identify opportunities for efficiency, automation, data integrity, and enhanced reporting.
  • Data Quality and Integrity: Support initiatives to maintain and improve data hygiene and controls within Salesforce and GTM tools, ensuring accurate and actionable data across all systems.
  • Project Coordination: Manage timelines, deliverables, and communication across cross-functional teams, ensuring successful project outcomes that align with company goals.
  • User Training and Support: Develop and deliver user training, creating documentation and guides to support self-sufficiency and best practices across departments.

What you’ll need:

  • Minimum of 3+ years experience as a Business Analyst or related role working within Salesforce. A plus if from a GTM or Sales Operations environment.
  • Technical knowledge of Salesforce, including data management, reporting, and basic administration (Salesforce Admin certification is a plus).
  • Experience with GTM tools such as Clari, LeanData, LinkedIn Sales Navigator, Salesloft or HubSpot.
  • Demonstrated analytical and problem-solving skills, with the ability to analyze data, identify trends, and propose actionable insights.
  • Demonstrated interpersonal and communication skills with the ability to effectively communicate technical concepts to non-technical stakeholders.
  • Proven ability to coordinate and manage projects with cross-functional teams, ensuring timelines and expectations are met.
  • Ability to understand and map business processes, with a focus on identifying opportunities for improvement and scalability.

About us:

Digital commerce is built on trust. At every point along the eCommerce journey, businesses must make a critical decision: Can I trust this customer? Answering this simple question accurately and instantly is powerful—it can accelerate revenue growth and strengthen a company’s connection with its customers. How do we do it? Forter was founded on the insight that it's not about what is being purchased, nor where— but who is behind the interaction.

The Forter Decision Engine finds patterns across more than one billion identities in our dataset. We isolate fraudsters and protect customers—ensuring everyone gets the experience they deserve.  Given that trust is central to how we operate, Forter is very much driven by a defined set of values. We attract remarkable talent and have retention and engagement levels that are well above benchmarks. We’re meticulous about strengthening our culture as we grow and ensuring this is an environment where people can have outsized impact. 

Trust is backed by data –  Forter is a recipient of over 10 workplace and innovation awards, including: 

Life as a Forterian:

We are a team of over 500 Forterians spread across 3 different continents. Since 2013, we've raised $525 million from investors such as Tiger Global, Bessemer, Sequoia Capital, March Capital and Salesforce Ventures. We're on a mission to bring trust to global digital commerce so that companies like Nordstrom, Priceline, Instacart and ASOS can block fraud, drive revenue and improve customer experience.

At Forter, we believe unique people create unique ideas, and valuable experience comes in many forms. So, even if your background doesn't match everything we have listed in the job description, we still encourage you to apply and tell us why your skills and values could be an asset to us. By welcoming different perspectives, we grow together as humans and as a company.

Forter is an Equal Employment Opportunity employer that will consider all qualified applicants, regardless of race, color, religion, gender, sexual orientation, marital status, gender identity or expression, national origin, genetics, age, disability status, protected veteran status, or any other characteristic protected by applicable law.

If you need assistance or an accommodation due to a disability, please email us at interviewaccommodation@forter.com. This information will be treated as confidential and used only for the purpose of determining an appropriate accommodation for the interview process.

Benefits:

  • Competitive salary 
  • Restricted Stock Units (RSUs)
  • Matching 401K Plan 
  • Comprehensive and generous health insurance, including vision and dental coverage
  • Home office allowance 
  • Generous PTO policy 
  • Half day Fridays
Hybrid work:

At Forter, we have embraced a hybrid work model that combines the benefits of in-office collaboration with the flexibility of remote work. As part of this exciting approach, Team members are invited to work from the office at least 2 days per week. Within these two days, we encourage employees to join each week, for a department Team Day and for a Hub Day within each office. Your recruiter will share the specifics of these days.

Our hope is that a balance of in-person collaboration will aid massively in employee professional growth, development and relationship-building.

*Forter does not accept agency resumes. Please do not forward resumes to Forter (or any related) jobs alias or directly to any Forter employees. Forter will not be responsible for any fees related to unsolicited resumes.

Salary Range: $80,000 - $98,000 annually + bonus + equity + benefits
The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, and skill level.

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At Forter, we believe unique people create unique ideas, and valuable experience comes in many forms. So, even if your background doesn't match everything we have listed in the job description, we still encourage you to apply and tell us why your skills and values could be an asset to us. By welcoming different perspectives, we grow together as humans and as a company.

Forter is an Equal Employment Opportunity employer that will consider all qualified applicants, regardless of race, color, religion, gender, sexual orientation, marital status, gender identity or expression, national origin, genetics, age, disability status, protected veteran status, or any other characteristic protected by applicable law.

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