IW
LeanData Business Systems Analyst (BSA)
Info Way Solutions LLC
Location not stated
Staff / Principal
2 months ago
- Salesforce
- CRM
- Salesforce CRM
2 months ago
Job Title: LeanData Business Systems Analyst (BSA)
Location: Pleasanton, CA
Duration: 6+ Months
Job Overview
We are seeking an experiencedLeanData Business Systems Analyst (BSA) with deep expertise in the LeanData platform. The ideal candidate will have hands-on experience implementing, configuring, and optimizing LeanData solutions while working closely with business stakeholders to improve lead routing, account matching, territory management, and sales operations processes.
Key Responsibilities
- Gather and analyze business requirements related to LeanData and Salesforce.
- Configure and optimize LeanData routing, matching, and automation rules.
- Design and implement lead-to-account matching, lead routing, and territory management solutions.
- Collaborate with Sales Operations, Marketing Operations, and CRM teams to improve business processes.
- Troubleshoot and resolve LeanData configuration and integration issues.
- Perform testing, validation, and deployment of LeanData enhancements.
- Create functional documentation, process flows, and user guides.
- Support production issues and recommend process improvements.
- Work closely with cross-functional teams to ensure successful solution delivery.
Required Qualifications
- Strong hands-on experience withLeanData.
- Experience working as a Business Systems Analyst (BSA).
- Strong understanding of Salesforce CRM.
- Experience with lead routing, account matching, territory management, and sales operations processes.
- Ability to gather business requirements and translate them into technical solutions.
- Strong analytical, problem-solving, and communication skills.
Preferred Certifications
- LeanData Fundamentals Certification
- LeanData Advanced Certification
Note: Candidates withLeanData Fundamentals and/orLeanData Advanced Certification will be highly preferred.
LeanData Business Systems Analyst (BSA) · Info Way Solutions LLC