Salesforce Business Analyst

Posted 2 Days Ago
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Mexico City, Cuauhtémoc, Mexico City, MEX
In-Office
Mid level
Information Technology • Consulting
The Role
Gather and translate global business requirements into scalable Salesforce CRM solutions. Develop user stories, process flows, and functional specifications; support configuration, testing, governance, automation, data quality, and integrations. Coordinate stakeholders, prioritize enhancements, maintain process documentation, facilitate training and adoption, and contribute to continuous improvement across Salesforce operations.
Summary Generated by Built In

ERM is the world’s largest specialist sustainability consultancy, with over 50 years of experience helping organizations navigate complex environmental, social, and governance challenges. We bring together a global community of experts to deliver meaningful impact for our clients and the planet.

 

We use Salesforce as our CRM and are looking for a Salesforce Business Analyst to join our team and support ERM’s global delivery by gathering, analyzing, and translating business requirements into scalable Salesforce CRM solutions that drive operational excellence and digital transformation. You will work within the Salesforce Centre of Excellence (COE), partnering with global business stakeholders, IT Business Partners (ITBP), and cross-functional teams across regions to deliver CRM enhancements, streamline processes, and improve user adoption. This role is critical to ensuring efficient and consistent global operations, improving data quality and governance, enabling scalable business growth, and enhancing the effectiveness of Salesforce-driven business processes across ERM.

 

Key Responsibilities

  • Serve as the central point of contact between ITBP, business teams, and Salesforce COE for all CRM-related initiatives.
  • Gather, analyze, and document business requirements for Salesforce enhancements and new implementations.
  • Translate business needs into user stories, process flows, and functional specifications aligned with Salesforce best practices.
  • Collaborate with global stakeholders to prioritize requirements and ensure alignment with strategic objectives.
  • Support solution design, configuration, and testing phases; ensure adherence to governance and compliance standards.
  • Maintain documentation (process maps, SOPs, controls) and contribute to audits and data integrity initiatives.
  • Drive continuous improvement through automation, optimization, and adoption of new Salesforce features.
  • Provide training and knowledge-sharing for end-users and internal teams.
  • Facilitate project communication and ensure coordination of the business to be available for training and adoption activities.

Skills & Experience

  • Min 4 years of experience as a Business Analyst, with at least 2-3 years focused on Salesforce CRM.
  • Strong understanding of Salesforce Sales Cloud and ideally MCAE and/or Net Zero Cloud.
  • Familiarity with integration concepts and data migration best practices.
  • Demonstrated experience with agile methodologies, contributing to sprint cycles through data-centric user stories, backlog grooming, and cross-functional collaboration.
  • Excellent communication and stakeholder management skills across time zones.
  • Salesforce certifications (Administrator and/or Business Analyst preferred).
  • Continuous improvement mindset; experience with agile delivery frameworks is a plus.
  • Comfortable working across global time zones and collaborating with distributed teams

Skills Required

  • At least 4 years of experience as a Business Analyst
  • At least 2 to 3 years of Salesforce CRM experience
  • Strong understanding of Salesforce Sales Cloud
  • Familiarity with integration concepts and data migration best practices
  • Experience with agile methodologies, sprint cycles, data-centric user stories, backlog grooming, and cross-functional collaboration
  • Excellent communication and stakeholder management skills across time zones
  • Salesforce Administrator and/or Salesforce Business Analyst certification
  • Experience with MCAE and/or Net Zero Cloud
  • Experience with agile delivery frameworks
  • Ability to collaborate across global time zones with distributed teams
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The Company
HQ: London
9,893 Employees

What We Do

Sustainability is our business.  As the world’s largest specialist sustainability consultancy, ERM partners with clients to operationalize sustainability at pace and scale, deploying a unique combination of strategic transformation and technical delivery capabilities. This approach helps clients to accelerate the integration of sustainability at every level of their business.  With more than 50 years of experience, ERM’s diverse team of 8000+ experts in 40 countries and territories helps clients create innovative solutions to their sustainability challenges, unlocking commercial opportunities that meet the needs of today while preserving opportunity for future generations

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