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Insight Investments · 7 hours ago

Salesforce Business Analyst

Irvine, CA

Full-time

Onsite

Mid Level

3+ years exp

Insight Investments is seeking a highly motivated and detail-oriented Salesforce Business Analyst to join their team. The role involves collaborating with cross-functional user groups to enhance the Salesforce platform, focusing on data integrity, reporting, and Marketing Cloud integration.

Business DevelopmentLeasingManagement Consulting

H1B Sponsor Likely

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

Salesforce Sales CloudSalesforce Marketing CloudData cleanupDashboardsData loading toolsSalesforce certificationsAgile methodologiesThird-party Salesforce appsTranslating business needsCommunicationInterpersonal skills

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

Company

Insight Investments

Insight Investments helps companies to control their technology, acquisition, leasing, and management requirements.

Founded in 1987

Costa Mesa, California, USA

201-500 employees

https://www.insightinvestments.com

H1B Sponsorship

Insight Investments 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

2025 (1)

2024 (1)

2022 (5)