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Senior Business Systems Analyst (Salesforce)

Palo Alto, California

About Workato

Workato transforms technology complexity into business opportunity. As the leader in enterprise orchestration, Workato helps businesses globally streamline operations by connecting data, processes, applications, and experiences. Its AI-powered platform enables teams to navigate complex workflows in real-time, driving efficiency and agility.

Trusted by a community of 400,000 global customers, Workato empowers organizations of every size to unlock new value and lead in today’s fast-changing world. Learn how Workato helps businesses of all sizes achieve more at workato.com.

Why join us?

Ultimately, Workato believes in fostering a flexible, trust-oriented culture that empowers everyone to take full ownership of their roles. We are driven by innovation and looking for team players who want to actively build our company. 

But, we also believe in balancing productivity with self-care. That’s why we offer all of our employees a vibrant and dynamic work environment along with a multitude of benefits they can enjoy inside and outside of their work lives. 

If this sounds right up your alley, please submit an application. We look forward to getting to know you!

Also, feel free to check out why:

  • Business Insider named us an “enterprise startup to bet your career on”

  • Forbes’ Cloud 100 recognized us as one of the top 100 private cloud companies in the world

  • Deloitte Tech Fast 500 ranked us as the 17th fastest growing tech company in the Bay Area, and 96th in North America

  • Quartz ranked us the #1 best company for remote workers

Responsibilities

We are looking for an exceptional Sr. Business System Analyst (Salesforce) to join our growing Business Technology team. In this role, you will work closely with our GTM teams and cross-functional stakeholders to administer, optimize, and enhance our Salesforce platform. You will be responsible for developing sound business processes, identifying automation opportunities, and ensuring seamless integration with our existing technology stack. Your focus will include daily user support, deployment management, and GTM operations support. As a core owner of our Salesforce technology, you will empower the organization to effectively manage customer data and support revenue operations while responding quickly to changing business needs.

In this role, you will also be responsible to:

  • Lead daily Salesforce administration including user management, data maintenance, security settings, and system configuration

  • Execute Salesforce deployments, coordinating changes across multiple environments while ensuring data integrity and minimal business disruption

  • Provide comprehensive GTM operations support, working with Sales, Marketing, Deal Desk, and Customer Success teams to optimize processes and workflows

  • Analyze current Salesforce processes to identify opportunities for automation, efficiency improvements, and enhanced user experience

  • Build, test, and deploy custom workflows, validation rules, and process automation that support strategic business objectives

  • Serve as primary liaison between business users and technical teams, translating business requirements into Salesforce solutions

  • Document processes, configurations, and customizations; develop and deliver training on Salesforce best practices

  • Create and maintain reports, dashboards, and analytics capabilities for sales and marketing metrics

  • Provide urgent support for critical business processes including deal closing activities and approval workflows

  • Maintain data quality standards and ensure compliance with security and governance requirements

Requirements

Qualifications / Experience / Technical Skills

  • Bachelor's degree in Business IT, Information Systems, Computer Science, or related field

  • 3-5 years of Salesforce administration experience with demonstrated expertise in Sales Cloud and Service Cloud

  • Salesforce Administrator certification required; Advanced Administrator or additional certifications preferred

  • Experience with complex permission structures and validation rule troubleshooting

  • Strong knowledge of Salesforce configuration and integrations, including CPQ, Certinia, flows, validation rules, and custom objects

  • Experience with Salesforce integrations and understanding of API concepts

  • Demonstrated experience in business process improvement and workflow automation

Soft Skills / Personal Characteristics

  • Deep understanding of Salesforce platform capabilities, particularly in sales operations, marketing automation, and customer success functions

  • Knowledge of GTM processes and revenue operations best practices

  • Ability to translate complex business requirements into technical Salesforce solutions

  • Excellent written and oral communication skills with ability to train and support end users

  • Strong analytical and problem-solving skills with attention to detail

  • Proficiency in Salesforce reporting, dashboard creation, and data analysis

  • Experience with integration platforms and understanding of data flow concepts

  • Project management skills with ability to manage multiple priorities and stakeholder requests

(REQ ID: 2212)

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