Salesforce Business Analyst

Posted 6 Hours Ago
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Mexico City, Cuauhtémoc, Mexico City, MEX
In-Office
Mid level
Greentech • Professional Services • Consulting • Energy
The Role
Supports ERM’s global Salesforce CRM operations by gathering and translating business requirements into scalable solutions. Partners with stakeholders and the Salesforce Centre of Excellence on process improvements, user stories, solution design, testing, governance, documentation, automation, data integrity, training, and user adoption. The role also facilitates cross-functional communication and coordinates global CRM enhancement initiatives.
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

  • Strong understanding of Salesforce Sales Cloud and ideally MCAE and/or Net Zero Cloud.
  • Min 4 years of experience as a Business Analyst, with at least 2-3 years focused on Salesforce CRM.
  • 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).
  • 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 2–3 years of experience focused on Salesforce CRM
  • Strong understanding of Salesforce Sales Cloud
  • 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
  • Ability to work across global time zones with distributed teams
  • Experience with Salesforce MCAE and/or Net Zero Cloud
  • Salesforce Administrator and/or Business Analyst certification
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The Company
HQ: London
8,000 Employees
Year Founded: 1971

What We Do

ERM (Environmental Resources Management) is a global sustainability consultancy that helps organizations navigate environmental, social, and governance (ESG) challenges. ERM provides advisory and technical services across sectors—energy, mining, infrastructure, manufacturing and finance—supporting decarbonization, regulatory compliance, risk management, and sustainability strategy and implementation through technical, engineering and strategic consulting worldwide.

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