Insight Investments Corporate Office - Irvine, CA

Salesforce Business Analyst

Job Locations US-CA-Irvine
Job ID
2025-1777
Type
Regular Full-Time
Division
Insight Investments

Responsibilities

We are seeking a highly motivated and detail-oriented Salesforce Business Analyst to join our team in Irvine, California. This in-office role will work closely with cross-functional user groups to support and enhance our Salesforce platform, with a strong focus on data cleanup, reporting, dashboards, data loading, and Marketing Cloud integration.

 

Key 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

Qualifications / Education

  • 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.
  • Salesforce certifications (e.g., Administrator, Business Analyst, Marketing Cloud Email Specialist) are a plus.
  • Experience working in an on-site, collaborative environment.

Skills

  • 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.

 

Insight Investments, Corp is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, age, sexual orientation, gender identity, disability, status as a Veteran or other protected classification.

Division

Insight Investments

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