Lead CRM Analyst (Remote)
About the position The Lead CRM Analyst at Broadridge is responsible for the refinement, development, delivery, and growth of key features to support the global use of Salesforce.com and connected applications. This remote role requires a combination of strong business acumen and technical skills to solve complex business problems, collaborate with multi-functional teams, and ensure successful project delivery and adoption. Responsibilities • Solve complex business challenges through well-designed, scalable solutions that do not require high admin overhead and are not error prone. • Demonstrate strong understanding of business needs, articulate up and downstream impacts, and proactively seek input from business partners. • Proactively bring best practices to ensure optimal platform performance and sophisticated technical architecture frameworks. • Lead discovery and requirements gathering sessions with business partners to ensure complete and relevant coverage for requirements and user stories. • Execute analysis of current state processes, tools, and data sets to provide key project artifacts including ERDs, Data Models, automation specs, impact assessments, cost-benefit analyses, and project success criteria. • Independently author proposals and solutions for new capabilities to support downstream development and admin activities. • Evaluate third party/vendor solution proposals and code quality. • Design and implement Salesforce solutions using declarative options, flows, Apex, and LWC's. • Familiar with SOQL queries and Salesforce's Database Structure. • Design and execute integrations against third party or proprietary databases with best practice for end-to-end data governance. • Communicate project management updates, business user support and training, and technology partner collaboration. • Post-implementation admin training, adoption monitoring, backlog management, prioritization, and delivery of enhancements. Requirements • Salesforce.com Certification, preferably Platform App Builder, Platform Developer, Sales & Service Cloud Consultant. • Experience delivering Salesforce.com automation and custom features that directly served a business need, with experience leading 3+ transformative initiatives preferred. • Experience in Salesforce.com Sales Cloud core configuration, Flow Configuration, Data Loader, and Excel required. • Experience in Platform Events, Sandbox Management, DevOps, Snapshots, SFDC Analytics, Marketing Cloud, JIRA, Project Management, Mobile, Eloqua, OwnBackup, Outlook Integration, and Service Cloud preferred. • Familiarity with SOQL, Talend, HTML, Apex, Javascript, LX web components, and exposure to the latest tooling for Salesforce.com optimization. Nice-to-haves • Experience with implementations supporting a SaaS/subscription business. Benefits • Comprehensive benefit offerings including health insurance, retirement plans, and flexible work arrangements.Apply Now
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