Business System Analyst

Job Overview

Business Systems Analyst: (Sales Systems / )

Client: Solutions ATI/Workday
Sales systems experience – lead to opportunity
Lean Data expert experiences

Location: on-site in Pleasanton CA

Key Responsibilities:

Analyze, design, and optimize business processes across sales systems and workflows
Gather and translate business requirements into system solutions
Partner with Sales, Reops, and Engineering teams to improve system efficiency
Support implementation, enhancement, and maintenance of CRM and related tools
Drive data quality, process standardization, and automation initiatives
Collaborate on lead routing, account assignment, and workflow improvements
Troubleshoot system issues and support ongoing enhancements
Required Skills & Qualifications
Proven experience as a Business Systems Analyst or similar role
Hands-on experience with sales systems (e.g., CRM platforms like Salesforce)
Strong understanding of business process analysis and system design
Ability to work with cross-functional stakeholders and translate requirements clearly
Experience with data analysis, reporting, and system troubleshooting
Preferred Qualifications
Experience working on or leading sales systems implementations or optimizations
Strong expertise in Lean Data (lead routing, account matching, workflow automation)
Familiarity with Reops processes and sales funnel optimization
Experience with integrations, APIs, or middleware tools
Knowledge of SQL, Excel, or scripting (Python, etc.)
Exposure to CI/CD, system releases, or change management processes
Optional Add-on (if you want to highlight Lean Data more strongly)
Act as the subject matter expert for Lean Data, managing routing logic, territory rules, and performance optimization