Senior Analyst CRM & Sales Insights

Description

In this role you will be working as a Subject matter expert for Certinia PSA and Salesforce applications, supporting integrations, user adoption, business analysis and standard salesforce administration.

What You'll Do:

• Lead and support technical development and process re-engineering initiatives to enhance Certinia PSA and Salesforce functionality, ensuring alignment with the evolving needs of the business.
• Collaborate with stakeholders to analyze and support the utilization of all relevant applications, with a particular focus on Certinia PSA and Salesforce.
• Facilitate gathering and analysis of requirements, architecting solutions, and developing integrations between Certinia PSA and other back-end financial systems.
• Maintain and update documentation for stakeholders, emphasizing best practices and ensuring alignment with evolving processes.
• Collaborate with stakeholders to enhance business workflow and efficiency, including information system improvements.
• Troubleshoot and resolve Salesforce application issues by analyzing problems, identifying root causes, and collaborating with development teams to implement solutions.
• Manage Salesforce administrative activities including sandbox refreshes, managed package installations, system configuration changes, software updates, and release validations.
• Develop and maintain Salesforce reports, dashboards, and data analysis solutions to provide insights and support business decision-making.
• Participate in testing, validation, and deployment activities for Salesforce enhancements, new features, configuration changes, and third-party applications.
• Review Salesforce configurations, workflows, and business processes to identify improvement opportunities and implement best practices for system performance, security, and user experience.
• Provide technical support and guidance to business users by managing service requests, documenting system changes, and recommending Salesforce solutions to meet business needs.

Must-have:

• Bachelor's degree in Business or an IT-related field, or equivalent experience.
• Salesforce Administration or equivalent Certification.
• 5 years of hands-on experience with Salesforce administration and development.
• Strong ability to manage multiple priorities concurrently, adapt to changing business needs, and meet deadlines consistently.
• Exceptional planning and organizational skills, with acute attention to detail and robust problem-solving capabilities.
• Demonstrated proficiency in understanding and articulating complex business problems and their impacts.
• Hands-on experience configuring Salesforce or similar CRM products, including workflows, validation rules, and security controls.

At CDW, we strive to offer market-competitive total rewards packages to attract and retain talent. As such, we are committed to pay transparency and ensuring fair compensation for all our coworkers. Each of our roles is assigned a salary range that is informed by multiple sources of market data. We determine individual pay within a given range based on a candidate's prior experience, knowledge, skills and abilities. This approach allows us to offer competitive and equitable salaries that reflect the value and responsibilities of each role at CDW. Salaries are based on a 40-hour workweek, and paid on a bi-weekly payroll schedule.

Pay range: $ 85, 000- $ 117, 000, depending on experience and skill set

Current Opening: This posting reflects a currently available position within our organization for which we are actively recruiting.

CDW is committed to being an AI-fluent organization

We're looking for people who bring curiosity, a learner's mindset, and a willingness to engage with ever-evolving technology and tools. We value adopting AI as a partner, openness to experimentation, and a shared interest in learning together on AI. Our goal is to create a culture where AI enhances- not replaces- human creativity and decision-making. You don't need to be an expert today; what matters is your readiness to explore, adapt, and grow with us as we integrate AI responsibly and effectively into our work.

Additionally, CDW is committed to fostering an equitable, transparent, and respectful hiring process for all applicants. During our application process, our goal is to understand your experience, strengths, skills, and qualifications. As an AI forward company, we see AI not just as a tool, but as a catalyst for new ways of thinking, creating, and communicating. We encourage candidates to embrace an AI mindset, one that's curious, adaptive, and ready to explore what's possible. We welcome thoughtful use of AI to expand your perspective and elevate how you share your story, while ensuring your application remains rooted in your own background, judgment, and voice.

About Us

CDW is a Fortune 500 technology solutions provider that helps businesses, government, education, and healthcare organizations achieve what's possible through technology. What makes CDW different isn't just what we do- it's how we do it. At CDW we act as one- building trust, speaking candidly, and working together to achieve more. We play to win- focusing on what matters most and delivering for our customers. And we think forward- staying curious, moving fast, and continuously learning. We believe meaningful work happens when people feel supported, heard, and empowered to contribute. That's why we think of ourselves as coworkers, not just employees- working together to solve complex challenges and deliver real impact for our customers and communities.

As a full-stack, full-lifecycle technology partner, CDW brings deep expertise, strong relationships, and broad industry knowledge to help turn ideas into outcomes. When you join CDW, you become part of a collaborative environment where your work matters, your growth is supported, and your contributions help shape what's next.

Together, we deliver the full promise of what technology can do. Together, we Make Amazing Happen.

CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or any other basis prohibited by state and local law.