Harbor Capital Leasing ยท 5 hours ago
Salesforce Business Analyst
Harbor Capital Leasing is seeking a highly motivated and detail-oriented Salesforce Business Analyst to join their team in Irvine, California. This role will involve working closely with cross-functional user groups to support and enhance the Salesforce platform, focusing on data cleanup, reporting, dashboards, and Marketing Cloud integration.
Financial Services
Responsibilities
Collaborate with business stakeholders to gather and document requirements for Salesforce enhancements and new features
Perform data cleanup and deduplication to ensure data integrity across Salesforce objects
Design and build reports and dashboards to support business decision-making
Manage data imports and exports using tools like Data Loader and Data Import Wizard
Support Marketing Cloud initiatives including campaign setup, audience segmentation, and performance tracking
Conduct user training and provide ongoing support to ensure adoption and effective use of Salesforce
Partner with developers and admins to test and deploy changes in a structured release cycle
Maintain documentation of processes, configurations, and user guides
Qualification
Required
3+ years of experience as a Salesforce Business Analyst or similar role
Strong understanding of Salesforce Sales Cloud and Marketing Cloud
Hands-on experience with data cleanup, reporting, dashboards, and data loading tools
Excellent communication and interpersonal skills to work directly with user groups
Experience working in an on-site, collaborative environment
Preferred
Salesforce certifications (e.g., Administrator, Business Analyst, Marketing Cloud Email Specialist)
Familiarity with Agile methodologies and tools like Jira or Azure DevOps
Experience with third-party Salesforce apps and integrations
Ability to translate business needs into technical requirements
Company
Harbor Capital Leasing
Harbor Capital is an independent equipment lessor providing equipment finance, asset management and portfolio servicing for the benefit of companies in the public and private sector.
Funding
Current Stage
Early StageCompany data provided by crunchbase