Insight Global · 2 days ago
Lead Salesforce Business Analyst
United States
Full-time
Remote
Senior Level, Lead/Staff
$100K/yr - $140K/yr
10+ years expInsight Global is seeking a Lead Business Analyst specializing in CRM, particularly Salesforce. This role is responsible for delivering high-quality business and functional requirements, optimizing CRM workflows, and ensuring regulatory compliance while collaborating with various stakeholders.
EmploymentHuman ResourcesRecruitingSales
Responsibilities
Serve as a subject matter expert in CRM operations, including call center integration, email-to-case functionality, and customer data management
Lead and facilitate requirements-gathering sessions with cross-functional stakeholders, including business, operational, and technical teams
Translate business needs into detailed technical and functional requirements for Salesforce CRM
Document business requirements, workflows, user stories, acceptance criteria, and data mappings
Analyze current-state CRM workflows and systems to identify gaps, inefficiencies, and improvement opportunities
Conduct root-cause analysis and propose solutions to CRM system issues
Support Salesforce platform configuration, troubleshooting, and optimization for CRM applications
Ensure system designs support CRM workflows and regulatory/quality mandates
Collaborate with Project Managers to define project scope, estimates, timelines, risks, and status communications
Coordinate activities across IT, business operations, and external vendors
Support change management, release planning, and production deployments
Lead development of training materials and sessions for CRM users and IT staff
Maintain strong end-user engagement throughout the design, development, testing, and deployment lifecycle
Comply with all IT security requirements and policies; safeguard system credentials and report security incidents
Qualification
Required
Bachelor's degree in Information Systems, Computer Science, or equivalent experience
10+ years of experience in business or systems analysis within IT development, with at least 3 years in CRM or call center environments
Exceptional requirements-elicitation, facilitation, communication, and documentation skills
Strong analytical, problem-solving, and mentoring capabilities
Familiarity with advanced IT concepts, LAN, security, and web technologies
Experience with client/server databases (SQL, DB2), reporting tools, and data models
Proficiency with Microsoft Office, Visio, SQL Server, SharePoint, and Agile/Scrum processes
Understanding of SDLC, change management, and software quality assurance practices
Ability to multitask, prioritize, and adapt to changing environments
High attention to detail and ability to manage multiple concurrent deadlines
Preferred
3-5 years with Salesforce CRM and call center platforms (e.g., 8x8) strongly preferred
Ability to run SQL statements against SQL databases
Experience with CRM/Contact Center integrations and external data connectors
Company
Insight Global
Insight Global provides top talent and staffing solutions that help job seekers find careers in healthcare, finance, IT, and government.
1001-5000 employees
H1B Sponsorship
Insight Global 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 (281)
2024 (164)
2023 (75)
2022 (17)
2021 (3)
2020 (2)
Funding
Current Stage
Late StageTotal Funding
unknown2010-07-01Acquired
Leadership Team
Jared Streppa
President Of Company’s Technology Division
Recent News
Maryland Daily Record
2025-09-26
Company data provided by crunchbase