A global leader in the innovation, development, and manufacturing of water technologies, systems, and solutions.
Salesforce CRM Analyst
Location
United States
Posted
77 days ago
Salary
0
Seniority
Mid Level
No structured requirement data.
Job Description
Salesforce CRM Analyst
Watts Water Technologies
We’re Watts. Together, we’re reimagining the future of water. We feel proud every day about what we do. We're all part of the same crucial mission, no matter what function we support -- it's to provide safe, clean water for the world, and to protect our planet's most valuable resource. What we do: For 150 years, Watts has built best-in-class products that are trusted by customers in residential and commercial settings across the world. We are at the forefront of innovation, working with cutting-edge technology to provide smart and connected, sustainable water solutions for the future. Watts is a leading brand with a quality reputation — and we have a dynamic future ahead. Where you fit in This experienced, solutions-oriented individual, as part of the Sales Operations / Revenue Operations team, supports the configuration, optimization, and ongoing enhancement of Salesforce CRM capabilities. This role partners closely with Sales Operations, Finance, and IT to translate business requirements into scalable system solutions, while operating within established architecture, governance, and technical standards. Scope of Position • This position does not have direct supervisory responsibility. • This position reports to Sr. Manager, Sales Operations & Strategic Partnerships. • This role is remote and may support stakeholders across multiple brands and regions. The Job - Configure, maintain, and optimize Salesforce CRM functionality in alignment with approved system architecture and governance standards in partnership with IT. - Analyze sales, pricing, and quoting requirements and translate them into effective Salesforce configurations. - Identify opportunities to improve system efficiency, data quality, and user experience; recommend enhancements for review and prioritization. - Execute CRM enhancements, including testing, validation, and deployment support for product launches and pricing updates. - Build and maintain Salesforce reports and dashboards related to quoting activity, pipeline, bookings, and sales performance. - Partner with Finance and Sales Operations to support forecasting, reporting accuracy, and data alignment. - Serve as a technical liaison between Sales Operations, Finance, and IT, providing configuration expertise and functional insight. - Participate in solution design discussions, escalating complex or architectural decisions to senior system owners as appropriate, including IT and Sales Operations. - Support Duet360 integration with Epicor and Salesforce, ensuring key datapoints and workflows are supported between ERP and CRM processes. - Maintain system documentation, process workflows, and user guidance to support operational consistency. - Drive training and enablement activities for Sales, Customer Experience, and Sales Operations users. - Assume responsibility for other projects and duties as assigned by Sales Operations leadership or IT. - Responsibility directly tied to Watts Values (Integrity, Accountability, Continuous Improvement, and Transparency). - Travel Requirements: Minimal; occasional travel to business locations or team meetings as needed (up to ~10%). Required Qualifications - Hands-on experience supporting Salesforce Sales Cloud, Service Cloud, and other CRM environments. - Strong understanding of sales processes, pricing structures, discounting, and quoting mechanics. - Experience building Salesforce reports and dashboards to support sales performance and operational visibility. - Ability to analyze business requirements and translate them into effective system configurations. - Strong cross-functional communication and collaboration skills. - Bachelor’s degree in Business, Information Systems, Computer Science, or related field, or equivalent combination of education and experience. - Minimum of 5 years of progressive experience supporting Salesforce or enterprise CRM platforms in a Sales Operations, Revenue Operations, or Business Systems capacity. Preferred Qualifications - Salesforce Administrator certification. - Duet360 (Epicor) middleware integration experience. - Experience supporting complex or multi-product sales environments. - Exposure to Revenue Operations or Sales Operations processes. - Familiarity with integration touchpoints between Salesforce, ERP, or billing systems. Working Conditions While performing the job duties, you will primarily work in a remote office environment. This role requires the ability to support business partners across time zones and to collaborate virtually with cross-functional teams. Watts in it for you: Please note that the following benefits apply only to permanent roles and do not apply to internship roles. - Competitive compensation based on your skills, qualifications and experience - Comprehensive medical and dental coverage, retirement benefits - Family building benefits, including paid maternity/paternity leave - 10 paid holidays and Paid Time Off - Continued professional development opportunities and educational reimbursement - Additional perks such as fitness reimbursements and employee discount programs - Learn more about our benefit offerings here: https://tapintowattsbenefits.com/ How we work: At Watts, our culture is team-oriented and supportive. Employees here genuinely care about the quality of their work, and about each other. Our people are the heart of who we are and contribute to our longevity and continued success. And this is a place where you can have a big career. No matter your role, there are opportunities for learning and development, and your daily contributions make a meaningful impact on the lives of people who use our products and on the future of water. Watts is committed to equal employment opportunity. We follow a policy of administering all employment decisions and personnel actions without regard to race, color, religion, creed, sex, pregnancy, national origin, sexual orientation, age, physical or mental disability, genetic disposition or carrier status, marital status, military or veteran status, minorities, or any other category protected under applicable federal, state, or local law. Consistent with the obligations of state and federal law, Watts will make reasonable accommodations for qualified individuals with disabilities. Any employee who needs a reasonable accommodation should contact Human Resources.
Related Guides
Related Categories
Related Job Pages
More Salesforce Analyst Jobs
Sr. Salesforce Business Analyst
CoreSphere, LLCHelping our clients transform their future through innovation.
Description The Senior Salesforce Business Analyst is a critical contributor to the successful delivery of Salesforce initiatives within complex, enterprise-level environments, with a focus on Salesforce Public Sector Solutions (PSS). This role requires exceptional skills in communication, requirements analysis, and stakeholder collaboration to uncover business challenges, assess operations, and design innovative, scalable solutions. Acting as the bridge between business and technical teams, you will translate organizational needs into actionable system capabilities, ensuring alignment with best practices in Salesforce Public Sector Solutions while driving process improvements, compliance, and user adoption. As a Senior BA, you will lead requirements workshops, create detailed documentation, and collaborate with architects, developers, testers, and project managers to deliver high-quality solutions. You will take ownership of implementation activities, from demos and user acceptance testing (UAT) to training and change management, ensuring stakeholders are informed and engaged throughout the project lifecycle. This position demands a proactive, detail-oriented professional who thrives in dynamic environments, consistently driving excellence and measurable results across Salesforce projects. This position is 100% remote. Responsibilities: - Serve as the primary liaison between business stakeholders, operations, and the technical team throughout the project cycle. - Collaborate with stakeholders to identify business needs, translate them into detailed, actionable requirements, and document these as high-quality User Stories, Use Cases, or Business Requirements. - Evaluate existing workflows as-is, identify inefficiencies, and recommend optimizations to enhance business performance. - Participate in Agile ceremonies, including daily Scrums, Sprint planning, Sprint reviews, and retrospectives. - Work closely with the Scrum Team to groom user stories, support sprint execution, identify and resolve team impediments, and ensure the quality of deliverables. - Create Test Plans and Test Cases, conduct solution testing, and facilitate UAT sessions with stakeholders, incorporating feedback through enhancements and bug fixes. - Develop training guides and lead training sessions for end-users to ensure successful adoption of Salesforce solutions. - Take ownership of new Salesforce product implementations, becoming a Subject Matter Expert (SME) to configure, demo, and train users effectively. - Collaborate with project managers to maintain clear and consistent communication with clients and stakeholders, aligning expectations and ensuring successful project outcomes. Requirements - Bachelor’s degree in Engineering, Computer Science, Business, or comparable discipline. - Minimum work experience: 5+ years of experience as a Business Analyst with end-to-end Salesforce implementation experience. - Minimum 5+ years working within all phases of the Systems Development Life Cycle and an Agile driven development environment. - Minimum 5+ years’ experience with the Salesforce platform configuring sales, service, community clouds, and/or custom Salesforce apps. - Minimum 5+ years of experience in business analysis or product development of software-based solutions - Salesforce public-sector domain expertise is highly preferred. - Experience conducting simple to complex Project Demos and Sprint Demos. - Experience working in JIRA, Confluence, or other Agile project management tools. - Proficient in Microsoft Word, Excel, PowerPoint, Project, Visio, Lucid chart, SharePoint. - Excellent interpersonal, listening, oral, and written communication skills. - Strong analytical skills with accuracy and attention to detail. - Ability to manage multiple tasks in a team-based environment. - Experience working with sandbox and production environments. - Demonstrated adherence to Salesforce.com best practices. Preferred Skills and/or Experience: - Salesforce Administration Certificate is required - Salesforce Business Analyst Certification is desirable - Salesforce Public Sector Consultant certification is highly desirable. - Strong domain knowledge in Human Resource Automation, Talent Acquisition, Recruiting, and Talent Management are highly desirable. Security Clearance: Candidate must be a United States Citizen Travel requirements: None Interviews: Please be advised that CoreSphere will be confirming each applicant’s identity prior to our interview process. We will ask you to send us an official US Government issued Photo ID with scrubbed out privacy information. Company Overview: CoreSphere, LLC is a fast-growing Salesforce Summit Partner and ServiceNow Elite Partner established in 2003 to develop state of the art solutions for public and private sector organizations. We make it possible for our clients to achieve their management and IT Transformation goals through the innovative use of management techniques and information technology. Our solution focus includes Cloud and mobile solutions, Customer Relationship Management (CRM), Customer Service and Case Management, Human Resources Information Systems, Business Intelligence, Program/Project Management, Acquisition Management, Systems Integration. Benefits: - Competitive Pay - Paid Time Off - Sick Leave - Public Holidays - STD/LTD - Health and Dental - 401(k) Employment at CoreSphere is contingent upon clear and clean results of a thorough background check. CoreSphere is an equal opportunity employer. All qualified applicants will be considered regardless of a person's race, color, religion, national origin, age, disability, military status, sex, gender expression or identity, or sexual orientation.
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This is a long-term contract role and can be an hourly or a monthly fixed-price contract. You will be working remotely with US-based team members and clients. We would want some flexibility with hours, so a typical day would end at 7 pm local time. A Salesforce Business Analyst in the Innovation Lab works independently to analyze business needs, craft product solutions, and support live products across all fusionSpan accelerators, including fusionCore. They are creative problem solvers with a hunger for deepening their understanding of both business operations and technical platforms. They are self-starters and self-educators who recognize knowledge gaps and proactively close them. This role blends product analysis, technical depth, and ownership of product support. The Salesforce BA ensures that product requirements are clear, solutions are well understood, and customer questions and issues are translated into meaningful product improvements. They operate at the intersection of business, product, and technology, partnering closely with the Director of Customer Innovation, the Product Delivery Lead, the Architects, and the Engineering teams. Responsibilities - Conduct comprehensive business and technical analysis across all Innovation Lab products, including fusionCore and all accelerators. - Translate approved product direction into clear functional and technical requirements by analyzing customer workflows, business rules, and system behavior. - Support product build efforts by clarifying requirements, answering questions during development and testing, and validating completed work. - Serve as a primary owner for Product Support inquiries, performing root-cause analysis across configurations, data, and system behavior to diagnose and resolve product issues. - Identify recurring support patterns and usage gaps, translating them into actionable recommendations for product enhancements. - Create and maintain product documentation, including functional specifications, configuration notes, FAQs, and knowledge base content. - Collaborate with Architects and Engineering to validate feasibility, dependencies, and solution approaches. - Provide training and guidance to internal teams and customers on product functionality and best practices. - Facilitate communication across cross-functional teams, participating in refinement sessions, stand-ups, and other Agile ceremonies as needed. - Engage in integration and solution-design discussions for complex features, working with technical teams to devise scalable approaches. - Uphold Innovation Lab standards for analysis, documentation, and support across all accelerators. - Coordinate with data and reporting resources to define and validate data requirements. - Provide insights and recommendations to product leadership based on customer feedback, support trends, and product usage. Qualifications - 3+ years of experience in a Business Analyst or Technical BA role within a SaaS, consulting, or enterprise technology environment. - 3+ years of experience supporting technology or platform implementation projects. - Demonstrated ability to independently lead requirements gathering and solution definition. - Proven success crafting clear, scalable product solutions. - Hands-on experience with Salesforce implementations or administration, with a focus on product development or large-scale enterprise implementations. - Advanced knowledge of Flows, Permission Sets, and Data Modeling. - Deep understanding of the Software Development Life Cycle in an Agile environment using Jira and Confluence. - Experience assessing UI for readability and usability. - Experience performing administrative tasks, including custom object creation, flows, data migration, SOQL queries, report generation, dashboard creation, platform maintenance, and installing managed packages. - Strong analytical, documentation, and communication skills. - Demonstrated ability to perform gap analysis between out-of-the-box Salesforce functionality and custom product requirements. - Experience partnering with designers to ensure functional requirements align with the Salesforce Lightning Design System (SLDS) for a native look and feel. Preferred - Experience with finance and accounting. - Experience with association-management-related technology. - Experience supporting or implementing financial or operational platforms. - Salesforce certifications (Admin, BA, Platform App Builder) or equivalent experience. - Experience building wireframes. - Familiarity with the Salesforce Security Review process. Company Description fusionSpan is a dynamic, fast-paced hybrid and remote work environment that prioritizes innovation, trust, and community in everything we do. We are a team of highly-committed individuals inspired by technology's impact on society, and we recognize our work's role in the well-being of our nonprofit clients and the communities they serve. fusionSpan is a fast-paced, high-energy global firm with a highly motivated team. This role will experience high work demands under tight timelines requiring a flexible and adaptable approach to daily priorities. We are open to qualified candidates worldwide even though our job opportunities are posted for a specific region. Our Company Values: - Trust: We believe trust is the foundation of success, and build it through unwavering integrity, transparency, and open communication. - Innovation: We understand that excellence and innovation go hand-in-hand and are committed to developing forward-looking, creative solutions that meet our clients’ evolving needs. - Community: We are a community-first organization committed to creating a culture of collaboration, inclusivity, and respect.
Salesforce Reporting Analyst (Pharma)
AssistRxSpecialty therapy initiation and patient support company delivering informed access and improved outcomes.
About AssistRx AssistRx is a leader in healthcare technology that improves how patients access and stay on life-saving specialty medications. Our platform connects pharmaceutical manufacturers, healthcare providers, and patients through innovative technology and data-driven solutions that streamline the therapy initiation process. By partnering with life sciences organizations, AssistRx helps remove barriers to therapy access, enabling patients to start and stay on treatment faster. Position Overview AssistRx is seeking a Reporting Business Analyst to support the development of operational and client-facing reporting across our patient support and therapy access platforms. This role serves as the bridge between business stakeholders and development teams, translating reporting and analytics needs into clear technical requirements. The analyst will gather reporting requirements, document detailed user stories, create JIRA tickets, and work closely with developers to ensure reports are built accurately. The ideal candidate understands Salesforce data structures, is comfortable working with reporting and operational data, and has experience supporting patient access programs, pharmaceutical hubs, or drug manufacturer reporting environments. Key Responsibilities Requirements Gathering & Documentation - Partner with internal teams and external pharmaceutical clients to gather and document reporting requirements. - Translate business needs into clear user stories, technical requirements, and acceptance criteria. - Create and manage JIRA tickets for development teams to build reports and dashboards. Salesforce Reporting Support - Work with stakeholders to define reporting needs using Salesforce data and operational program data. - Maintain familiarity with Salesforce objects, fields, and relationships to ensure accurate reporting requirements. - Collaborate with developers to clarify requirements and answer data-related questions during report development. Report Validation & Data Quality - Validate report outputs to ensure accuracy, consistency, and alignment with stakeholder expectations. - Investigate discrepancies when stakeholders report incorrect or unexpected numbers. - Support User Acceptance Testing (UAT) and confirm reports meet requirements prior to release. Stakeholder Collaboration - Serve as a liaison between operations, client services, product teams, and development teams. - Facilitate meetings to clarify reporting requirements and communicate priorities. - Provide documentation, walkthroughs, and training for newly developed reports. Reporting Operations - Manage multiple reporting requests in an Agile development environment. - Ensure documentation and requirements remain organized and accessible. - Support ongoing improvements to reporting processes and documentation standards.
Mid-Level Salesforce Quality Analyst
Agility Technologies IncDelivering next generation customer experience
Benefits: - 401(k) - Dental insurance - Health insurance - Paid time off - Parental leave - Vision insurance Role: Mid-Level Salesforce QA w/Automation Experience (Data Analyst II) Location: Remote (U.S.-based) Travel: Occasional travel to Washington, DC required Employment Type: Full-Time Clearance Requirement: Must be a U.S. Citizen and able to obtain a security clearance About Agility Technologies Agility Technologies delivers modern technology solutions that help mission-driven organizations build secure, scalable, and resilient digital ecosystems. We specialize in enterprise SaaS platforms, systems integration, cloud architecture, and data-driven solutions supporting high-impact operational environments. We are seeking a Salesforce QA Engineer with automation experience. This role must meet the associated education and experience requirements. Role Overview As a Salesforce QA Engineer, you will support quality assurance efforts across a Salesforce-based enterprise ecosystem, including CRM, portal (Experience Cloud), and integrated systems. You will design and execute manual and automated test cases, validate data accuracy, and ensure system functionality meets business and technical requirements. This role blends analytical skills with structured testing methodologies to ensure system quality, data integrity, and platform reliability. Key Responsibilities - Develop and execute manual and automated test cases for Salesforce applications - Design and maintain test plans, test scripts, and regression test suites - Perform functional, integration, and data validation testing - Develop automated test scripts using appropriate automation tools - Validate Salesforce configurations, workflows, LWC components, and integrations - Identify, document, and track defects through resolution - Support User Acceptance Testing (UAT) activities - Validate reports, dashboards, and data accuracy across systems - Collaborate with developers, analysts, and architects to ensure quality delivery - Document testing procedures and results in alignment with change management processes Required Qualifications - Bachelor’s degree in Data Science, Statistics, or a related field - 3+ years of experience performing data analysis and data visualization - Strong analytical and problem-solving skills with attention to detail - Ability to communicate findings clearly to both technical and non-technical audiences Preferred Qualifications - Experience performing QA testing in a Salesforce environment - Experience developing and executing automated test scripts - Experience validating data using SQL - Familiarity with Salesforce objects, workflows, and reporting structures - Experience testing web-based applications and SaaS platforms - Experience with BI and visualization tools such as Power BI, Tableau, Excel is a plus - Familiarity with statistical or analytical language such as Python or R is a plus - Experience working with complex datasets across multiple systems or platforms - Experience with test automation tools (e.g., Selenium, Provar, Copado Robotic Testing, or similar) - Experience testing Lightning Web Components (LWC) and Experience Cloud - Experience supporting enterprise integrations and API testing Work Authorization & Eligibility Requirements - Must be a U.S. Citizen - Must be eligible for and capable of obtaining a U.S. Government security clearance - Must be currently residing in the United States - Must be willing to travel occasionally to Washington, DC for in-person meetings Why Join Agility Technologies - Work on impactful, mission-aligned programs with real-world outcomes - Help ensure quality, reliability, and performance in mission-critical systems - Opportunity to grow automation capabilities in a modern SaaS ecosystem This is a remote position.




