Role Description We are looking for an amazing Salesforce Analyst to fill this role, which is based remotely. The Salesforce Analyst is responsible for leading sales financial planning through budget and forecast analysis, automation, and process optimization to improve sales efficiency and consistent with the objectives of the company. This role involves gathering and interpreting data, identifying trends, and providing actionable insights to various departments as it relates to the North America Sales & Trade Marketing teams financial A&P and G&A spend. - Analysis & Forecasting: - Review costs by closely aligning with Management to report on spend against forecast projections. - Anticipate and strategically prepare monthly forecasts and accruals for the North America sales & Trade Marketing team A&P and G&A. - Ensure proper classification of expenses, conduct variance analysis and cost correction management. - Manage the auto fleet budget and forecast and escalations. - Account reconciliation and accrual management. - Sales Financial Planning & Reporting: - Strategically develop, propose, amend, and manage Sales & Trade Marketing budgets. - Create revenue coop report within financial budget limitations. - Provide reporting to Sales Directors and coordinate integration within Sales Force tool. - Review actuals and provide reports to directors for review. - Create reports in Salesforce for month end accruals. - Generate Ad hoc reporting related to Sales metrics, revenue tracking, and performance against KPI. - Salesforce budget system management: - Understand automation of sales tools, such as Salesforce for financial planning, reporting, and approval workflows. - Oversee Salesforce CRM automation and integration with financial systems such as Polar. - Monitor coop processes and provide recommendations for processes and report improvement designs. - Cross-functional collaboration & management of projects: - Partner with other teams such as IT, Finance to streamline integrations between Salesforce and other systems (Polar) for A&P budgets and payment processing. - Drive change management efforts to ensure adoption of automation solutions. - Oversee aspects of project planning, management, and execution (scope, schedule, and budget). - Work with the team and leadership to document and resolve financial technical issues. - Communicate business and technology issues and solutions. - Performs other duties as assigned as requested. Qualifications - Bachelor's degree in Business Administration, Finance, Economics, or a related field. - Strong analytical and problem-solving skills. - Proficiency in data analysis tools such as Salesforce, Access, Excel, SQL, and Power BI. - Minimum of 3 years of experience in business analysis or a related field. - Proven track record of analyzing data and providing actionable insights. - Experience in creating detailed reports and presentations for stakeholders. - This position is considered Remote. Benefits - Cruise and Travel Privileges for You and Your Family. - Health Benefits. - 401(k). - Employee Stock Purchase Plan. - Training & Professional Development. - Tuition & Professional Certification Reimbursement. - Rewards & Incentives.

Role Description We are seeking a skilled Salesforce professional with 3–5 years of experience in Salesforce license management, access control, and sales operations enablement. The role focuses on: - Reviewing Salesforce license usage - Validating user access - Enabling quote creation (CPQ or standard quoting) - Supporting data-driven business users (“data experts”) - Ensuring compliance with security and governance standards Qualifications - 3–5 years of experience in Salesforce license management - Experience in access control - Experience in sales operations enablement Requirements - Strong understanding of Salesforce functionalities - Ability to manage user access and licenses - Experience with CPQ or standard quoting processes - Data-driven mindset to support business users - Knowledge of security and governance standards Benefits - Inclusive workplace culture - Opportunities for growth and development - Commitment to well-being and individual celebration

Role Description The Senior Consultant, Business Analysis partners with business leaders and project teams to identify business needs and deliver Information Technology solutions. The Senior Consultant defines project scopes in order to efficiently deliver on the identified business cases and ensures that solution development, implementation and change management activities achieve desired business goals. Through business process improvements and activation of new capabilities, this job enables business units to achieve their operational and commercial objectives. Given the high degree of experience and knowledge required for the role, the Senior Consultant may lead discussions with senior leaders and serve as a solution owner on a project team. Responsibilities - Analyzes new capabilities and changing business needs to inform the delivery of Information Technology solutions. - Investigates business operations, identifies causes behind the results achieved, and articulates the effects of those results on the business. - Partners with functional experts to ensure scope is clearly defined for projects and implementation initiatives. - Continually evaluates projects’ achievement of associated business cases and prevents unnecessary investment. - Leads elicitation sessions with impacted stakeholders to develop and articulate process flows, requirements and rules, and prepare appropriate documentation. - Collaborates with subject matter experts to execute user acceptance testing and change management activities and to understand the results of these activities. - Provides timely and effective communication, including appropriate status updates, to all impacted stakeholders and project partners, conveying technical concepts and project progress simply and concisely. - Summarizes and presents project results to business leaders in partnership with project stakeholders and Director. - May independently lead discussions with senior leaders, serving as a subject matter expert on business process improvements and relevant solutions. - Manages relationships with vendors as necessary for project execution and works with external parties to achieve system integration. - Provides guidance to less experienced Business Analysis professionals based on past experiences and expert knowledge of solutions and Cardinal Health’s IT systems. Qualifications - 8-12 years of relevant Salesforce Implementation experience, preferred - Bachelor's degree in related field, or equivalent work experience, preferred - Strong expertise in: - Sales Cloud - Service Cloud - Marketing Cloud Account Engagement /Pardot - Proven experience in solution design and architecture - Experience with Salesforce integrations and APIs preferred - Experience working in enterprise-scale Salesforce environments - Ability to translate business requirements into technical solutions - Strong experience working on large SFDC implementations across Sales Cloud, Service Cloud and Marketing/Pardot Cloud. - Leadership experience in leading/mentoring junior team members. Requirements - Applies advanced knowledge and understanding of concepts, principles, and technical capabilities to manage a wide variety of projects - Participates in the development of policies and procedures to achieve specific goals - Recommends new practices, processes, metrics, or models - Works on or may lead complex projects of large scope - Projects may have significant and long-term impact - Provides solutions which may set precedent - Independently determines method for completion of new projects - Receives guidance on overall project objectives Benefits - Medical, dental and vision coverage - Paid time off plan - Health savings account (HSA) - 401k savings plan - Access to wages before pay day with myFlexPay - Flexible spending accounts (FSAs) - Short- and long-term disability coverage - Work-Life resources - Paid parental leave - Healthy lifestyle programs

• Lead discovery sessions with business users to understand current processes, pain points, and desired future state. • Elicit, document, and validate requirements using process flows, user stories, acceptance criteria, and functional specifications. • Serve as a primary point of contact for business stakeholders to manage scope, priorities, timelines, and expectations. • Facilitate ongoing intake and prioritization of enhancements and defects, maintaining a well-groomed delivery backlog. • Translate requirements into Salesforce solutions leveraging configuration-first best practices (objects/fields, record types, page layouts, validation rules, flows, approval processes, reports/dashboards). • Partner with Salesforce Developers / Architects to define the right approach when programmatic solutions are needed. • Ensure solution designs consider data quality, security model, scalability, maintainability, and user adoption. • Own end-to-end delivery coordination: sprint planning support, backlog refinement, dependency tracking, and cross-functional communication. • Coordinate with internal/offshore delivery resources to clarify requirements, review deliverables, and manage handoffs. • Drive UAT: build test scripts, coordinate testing cycles, triage issues, and validate fixes prior to release. • Support release management activities (change documentation, release notes, enablement communications). • Collaborate with technical teams on data mapping, field usage standards, data quality controls, and migration support. • Support integration-related analysis by documenting integration requirements, data contracts, and error-handling needs (e.g., REST/API based integrations). • Help optimize operational workflows that support financial services processes (e.g., onboarding, service requests, activities, reporting). • Create and maintain end-user documentation, SOPs, and job aids. • Partner with enablement teams to deliver training sessions and reinforce process compliance and consistency. • Track adoption feedback and propose improvements for usability, efficiency, and standardization. • Maintain configuration and technical documentation in the team's knowledge base. • Provide Level 3 support for production issues, including troubleshooting, root-cause analysis, and coordination with business and technical teams. • Build familiarity with Lido’s broader data and automation ecosystem, including AI-enabled Salesforce capabilities, Salesforce Data Cloud / Data 360, Snowflake, reporting, and analytics tools.