Requirement Details

Salesforce/Marketo Business Analyst Location:San Diego, CA
Role:Salesforce/Marketo Business Analyst

Location:San Diego, CA

Job Description

  • Person will work directly with our management team to identify, coordinate, and track new projects, while maintaining and improving upon our existing highly customized environment in support of company's operations and business development teams.


  • Partner with stakeholders, business users, project managers and developers to understand business processes and requirements, mitigate risks and recommend strategies and solutions to achieve business and operational needs.
  • Manage process improvement analysis, business requirements and user story documentation, prototyping, quality assurance testing, training and support.
  • Collaborate with project managers and developers to understand and implement conversion of business requirements into technical specifications.
  • Assist with Salesforce and Marketo administration with the initiative to own particular admin projects, as directed.
  • Provide day-to-day end-user support (including system configuration, complex formulas and system maintenance) and assist users with proactive best practices to enhance and increase their knowledge of Salesforce.
  • Assist in driving our overall sales and marketing technology approach including recommending, learning, and helping to manage any new technologies we may choose to adopt in the future.
  • Create and manage custom objects, fields, formulas, validation rules, custom workflow, and approval processes.
  • Manage the marketing automation tool and execute all of the admin responsibilities for Marketo.


  • Bachelors Degree (analytical, technical, or business discipline preferred, but not required)3+ years of experience as a requirements/business/systems analyst and/or admin.
  • Salesforce experience required; ADM-201 certification preferred.
  • Strong knowledge in security and data access; user provisioning; custom objects; record types; fields; page layouts; reports and dashboards; data import/export; integrations, etc.
  • Dataloader and SOQL preferred. Marketo experience preferred.
  • Strong knowledge in Salesforce integration; programs and campaigns; data management; email alerts; web forms and landing pages; newsletters, etc.HTML preferred.
  • Experience with various project management methodologies (Waterfall, Agile/Scrum, etc).
  • Experience with various project management applications preferred (e.g., Atlassian: JIRA; Confluence).
  • Demonstrated strong performance collaborating with Sales, Client Services and Marketing teams to effectively utilize Salesforce.Customer-focused, action-oriented and committed to driving quality results.
  • Able to quickly learn and adapt to new processes and technologies in order to meet business needs and drive business value.
  • Exceptional interpersonal and written communication skills. Ability to multi-task and work creatively.