Business Analyst with Salesforce CRM Experience

Albany, New York


Employer: Experis
Industry: 
Salary: Competitive
Job type: Part-Time

Remote with 10% travel a month to the office, seeking candidates based in the Albany area.
Client location is Albany, NY,12203


Business Analyst with Salesforce CRM

Division: Innovation Partnerships
Initiative: Market Engagement
This resource is needed to manage information on key partnerships and relationships for the Innovation Partnerships team and assist the team with process development as well as contracting for partnerships strategic to the Innovation unit.

Mandatory Qualifications:
  • 3+ years of Salesforce CRM experience/proficiency (account and contact management, campaign development, creating custom reports).
  • Marketing analytics--recommend, maintain, and report basic metrics measuring market engagement.
  • Contract management--process and facilitate sponsorship contracts and other partnership agreements.
  • Technical writing ability--generate reports for Innovation staff based on stakeholder information and perform media and secondary source research as directed.
  • Conversational familiarity with current technology and technology trends in renewable energy, clean transportation and buildings, the power grid, etc.
  • Expertise in Salesforce or other digital CRM (Customer Relationship Management) software.
  • Expertise in Office products (Word, PowerPoint, Excel), shared file systems, and online research techniques.
  • IT systems that will be used: Salesforce CRM, Salesforce Project Management, SharePoint, NEIS, Office 365

Preferred Qualifications:
  • Customer Relationship Management (CRM) proficiency including account and contact management, lead and opportunity tracking, campaign development, and creating reports.
  • Experience supporting a sales or other relationship-focused organization.
  • Technical market research and analytics.
  • Library or information science, with understanding of cataloguing techniques.
  • A variety of educational backgrounds may be successful in this role including information or library science, technical disciplines, sales, marketing, and business administration.

Responsibilities:
  • Maintain Salesforce CRM records (leads, accounts, contacts, opportunities) for developing Innovation relationships.
  • Create and run custom reports on the Innovation CRM database.
  • Recommend CRM processes and practices for the Innovation unit.
  • Recommend, maintain, and report basic metrics measuring market engagement for Innovation stakeholder activities.
  • Process and facilitate sponsorship contracts and other partnership agreements as directed.
  • Generate reports for Innovation staff based on stakeholder information.
  • Perform media and secondary source research as directed.
  • Assist the Innovation Partnerships team in scheduling meetings, events, and other stakeholder engagement activities.

Created: 2024-09-30
Reference: 331442
Country: United States
State: New York
City: Albany
ZIP: 12208