Business Analyst Financial & Banking - San Bruno, CA at Geebo

Business Analyst

Location:
San Bruno, CA Salary:
$50.
00 USD Hourly - $60.
00 USD Hourly Description:
Our client is currently seeking a Business Analyst
Responsibilities:
Account Management:
Accurately input, update, and maintain account records in the Salesforce CRM system.
Identify and rectify duplicate or inconsistent account entries, ensuring data integrity.
Customize account fields, layouts, and reports to meet specific organizational needs.
Opportunity Management:
Manage opportunity records, ensuring data accuracy and completeness.
Create and implement automation for opportunity stages and workflows to streamline the sales process.
Generate custom opportunity reports and dashboards to provide actionable insights.
Contact Management:
Maintain contact records, ensuring up-to-date and accurate information.
Establish and manage relationships between contacts and associated accounts and opportunities.
Provide user support and training to Salesforce users on contact-related tasks.
Data Cleanup and Integrity:
Identify and rectify duplicate or inconsistent data entries within accounts, opportunities, and contacts.
Implement data quality best practices to ensure accurate and reliable information.
Reporting and Analytics:
Generate custom reports and dashboards for accounts, opportunities, and contacts to support data-driven decision-making.
Systems Schema and Architecture:
Understand Salesforce software architectural design and the downstream impact to the integrated applications and processes.
Have a strong knowledge of object, record, field, and all automated rules in Salesforce such as workflows, approval, processes, and flows.
Contact:
This job and many more are available through The Judge Group.
Please apply with us today! Recommended Skills Account Management Architecture Automation Dashboard Data Analysis Data Quality Apply to this job.
Think you're the perfect candidate? Apply on company site Estimated Salary: $20 to $28 per hour based on qualifications.

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