CoAdvantage ยท 5 hours ago
Salesforce Business Analyst
United States
Full-time
Remote
Mid Level
3+ years expCoAdvantage, a portfolio company of Aquiline Partners, provides human resource solutions to small and mid-sized businesses across the country. They are seeking a skilled and detail-oriented Salesforce Business Analyst to support their operations in the Professional Employer Organization industry, bridging the gap between business operations and technology to optimize their Salesforce platform.
EmploymentHuman ResourcesStaffing Agency
Responsibilities
Collaborate with stakeholders across departments (Sales, HR, Payroll, Benefits, Client Services, etc.) to understand business challenges and objectives
Gather, document, and analyze requirements for Salesforce enhancements that support the full PEO lifecycle, from sales prospecting to client onboarding to client services management and offboarding
Create functional specifications, user stories, and process flows to guide the Salesforce development team
Drive continuous improvement by identifying system gaps, recommending enhancements, and ensuring alignment with business and customer needs
Conduct root cause analysis and document issues to expedite bug fixes
Support the training and operational development teams by presenting demos and providing materials to be used for socialization and the training of end users
Maintain documentation of processes, configurations, and system changes
Support and guide Quality Assurance and User Acceptance Testing processes
Create reports and analyze data to inform operational and architectural recommendations
Qualification
Required
3+ years of experience as a Business Analyst, with at least 2 years supporting Salesforce in a service-driven environment; PEO industry experience strongly preferred
Strong understanding of Salesforce architecture, products, and best practices (Sales Cloud, Service Cloud, etc.)
Proficiency with Salesforce reporting and data tools such as SOQL, Salesforce Inspector, Dataloader, Workbench, or similar
Familiarity with Salesforce automation tools, such as Flows and Apex Triggers
Knowledge of the Salesforce REST API and common integration tools such as MuleSoft Composer, Zapier, or similar
Knowledge of common Salesforce-integrated systems such as HubSpot, GetFeedback, RingLead/ZoomInfo, or similar
Familiarity with Agile methodology
Company
CoAdvantage
CoAdvantage provides integrated HR solutions, including payroll processing, benefits, compliance, and human resources administration.
201-500 employees
H1B Sponsorship
CoAdvantage has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2023 (1)
2022 (2)
2020 (1)
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Morgan Stanley
2019-07-24Acquired
2015-10-08Private Equity
Leadership Team
Clinton B.
Chief Executive Officer -CoAdvantage
Lori Martin, CPA
Chief Financial Officer
Recent News
PR Newswire
2025-06-30
Morningstar.com
2025-04-01
Company data provided by crunchbase