Business Analyst - Salesforce CRM Integration at PeopleOS

Our client in the real estate and financial services industry specializing in real estate brokerage, mortgage brokerage, mergers & acquisitions, insurance, and investments is seeking a detail-oriented and tech-savvy Business Analyst with expertise in integrating and optimizing the back end of Salesforce CRM. The ideal candidate will bridge the gap between business needs and technology, ensuring seamless Salesforce integration, customization, and efficient use of CRM tools to drive success across multiple business verticals.

Summary of Responsibilities

Salesforce Integration and Optimization

• Analyze business processes across real estate brokerage, mortgage, insurance, and investment divisions, identifying opportunities to integrate Salesforce CRM with other enterprise systems and tools.
• Design, implement, and test custom integrations to ensure seamless data flow between Salesforce and platforms such as financial management software, marketing automation tools, and MLS systems.
• Collaborate with developers, system architects, and stakeholders to define integration requirements and technical specifications.
• Monitor and maintain Salesforce integrations, addressing issues and optimizing performance.

Business Analysis

• Gather and document business requirements from multiple departments, including real estate, mortgage, and investment teams, to ensure Salesforce solutions meet diverse needs.
• Translate complex business requirements into technical specifications and actionable project plans.
• Identify inefficiencies in processes like lead tracking, transaction management, and customer engagement, recommending improvements through Salesforce functionality.
• Create and maintain user stories, use cases, and process flow diagrams to support development and implementation.

Salesforce Customization and Configuration

•  Configure Salesforce objects, workflows, validation rules, and reports to meet the specific needs of real estate, mortgage, and financial services operations.
• Develop and manage custom fields, page layouts, and Lightning components tailored to the firm’s business lines
• Collaborate with leadership to design and implement dashboards for performance tracking across multiple revenue streams.

Stakeholder Collaboration and Support

• Act as the primary liaison between the real estate, financial, and technical teams to ensure clear communication and alignment.
• Provide training and support to end-users across all business units to maximize Salesforce adoption and effective use.
• Ensure data integrity and compliance with industry regulations, including real estate and financial service standards.

Project Management and Reporting

• Lead Salesforce-related projects, ensuring timely delivery and adherence to the scope for all divisions.
• Generate reports and dashboards to track performance metrics, including property sales, loan applications, and investment portfolios.
• Document processes, system configurations, and training materials to support ongoing operations and business growth.

Requirements

• Bachelor’s degree in Business Administration, Information Technology, Computer science or a related field.
• Minimum of 3-5 years of experience as a Business Analyst or in a similar role, with at least 2 years of Salesforce experience.
• Experience in the real estate or financial services industry is highly preferred.
• Proficiency in Salesforce CRM, including Sales Cloud, Service Cloud, and Marketing Cloud.
• Strong understanding of Salesforce integrations using tools like Zapier or APIs, particularly in real estate and financial workflows.
• Knowledge of data mapping, ETL processes, and relational database concepts.
• Familiarity with Apex, Visual force, and Lightning components (basic coding knowledge is a plus).
• Strong problem-solving and critical-thinking skills.
• Ability to analyze complex processes and propose scalable Salesforce solutions for real estate and financial operations.
• Experience with Agile methodologies and tools like JIRA or Trello.
• Excellent verbal and written communication skills.
• Strong interpersonal skills and the ability to work effectively with cross-functional teams.
• Detail-oriented with a focus on accuracy and quality.

Preferred Skills:

• Salesforce Administrator or Salesforce Business Analyst certification.
• Experience in real estate brokerage tools such as MLS systems and transaction management platforms.
• Familiarity with mortgage origination and insurance sales processes.
• Knowledge of marketing automation tools like Pardot or HubSpot.
• Experience with data visualization tools such as Tableau or Power BI.
• Understanding of compliance and security standards in both real estate and financial services.

Benefits

•  It offers the unique opportunity to work with a firm at the intersection of real estate and financial services
• ​It helps in leveraging Salesforce to drive innovation and efficiency across multiple business lines.