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    Business Analyst - Sunnyvale, United States - Insight Global

    Insight Global
    Insight Global Sunnyvale, United States

    2 weeks ago

    Insight Global background
    Description
    Job Description

    Insight Global is looking for a business analyst to sit onsite in Sunnyvale two days a week. This person needs to be strong in both SQL and Salesforce.


    Responsibilities:

    Account Management:
    Accurately input, update, and maintain account records in the Salesforce CRM system. Identify and rectify duplicate or inconsistent account entries, ensuring data integrity. Customize account fields, layouts, and reports to meet specific organizational needs.

    Opportunity Management:
    Manage opportunity records, ensuring data accuracy and completeness. Create and implement automation for opportunity stages and workflows to streamline the sales process. Generate custom opportunity reports and dashboards to provide actionable insights.

    Contact Management:
    Maintain contact records, ensuring up-to-date and accurate information. Establish and manage relationships between contacts and associated accounts and opportunities. Provide user support and training to Salesforce users on contact-related tasks.

    Data Cleanup and Integrity:
    Identify and rectify duplicate or inconsistent data entries within accounts, opportunities, and contacts. Implement data quality best practices to ensure accurate and reliable information.

    Reporting and Analytics:
    Generate custom reports and dashboards for accounts, opportunities, and contacts to support data-driven decision-making.

    Systems Schema and Architecture:
    Understand Salesforce software architectural design and the downstream impact to the integrated applications and processes.

    Have a strong knowledge of object, record, field, and all automated rules in Salesforce such as workflows, approval, processes, and flows.


    We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day.

    We are an equal opportunity/affirmative action employer that believes everyone matters.

    Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.

    If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to .

    To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:
    .

    Skills and Requirements


    • Advanced proficienty in SQL
    • Deep knowledge and experience in Salesforce (Have a strong knowledge of object, record, field, and all automated rules in Salesforce such as workflows, approval, processes, and flows)
    • Flexible in learning new platforms
    • Salesforce certification null


    We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day.

    We are an equal employment opportunity/affirmative action employer that believes everyone matters.

    Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances.

    If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to
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