Business Analyst - Salesforce

The Business Analyst – Salesforce is responsible for analyzing business processes, operational performance, and system data to support data-driven decision-making across the organization. This role partners with cross-functional teams to gather requirements, translate business needs into Salesforce reporting and insights, and improve operational efficiency.

The ideal candidate is highly analytical, collaborative, and comfortable working in a fast-paced environment where priorities evolve quickly. They possess strong business acumen, hands-on Salesforce experience, and excel at turning complex data into actionable insights. Experience with marketing data analysis, including MQLs, SQLs, funnel metrics, and campaign performance is a strong plus.

• ​​Analyze business operations, processes, and performance metrics to identify trends, gaps, and opportunities for improvement

• Partner with stakeholders across Sales, Marketing, Operations, Finance, and other functions to gather and document business requirements

• Translate business needs into Salesforce reports, dashboards, and data models that support operational and strategic decision-making

• Prepare forward-looking business and operational analyses to support planning, performance tracking, and strategic initiatives

• Gather, validate, and interpret data from Salesforce and other enterprise systems to support reporting and analytics

• Analyze marketing funnel performance, including MQLs, SQLs, conversion rates, lead lifecycle stages, and campaign effectiveness

• Partner with Marketing Operations to ensure accurate data capture, attribution, and reporting within Salesforce and connected systems

• Provide insights and recommendations to improve lead quality, campaign performance, pipeline generation, and overall funnel efficiency

• Evaluate existing workflows and recommend improvements to increase operational efficiency, data quality, and reporting accuracy

• Ensure all solutions align with Salesforce best practices and internal governance standards

• Maintain documentation for system changes, business processes, reporting logic, and training materials

• Perform other duties and responsibilities as assigned

Experience

• Bachelor’s degree in a related field or equivalent experience

• Requires 2–5 years of related professional experience

• Strong operating experience with a proven ability to support and improve day-to-day business performance

• Hands-on Salesforce experience is required, including extracting, analyzing, and interpreting operational and financial data

• Experience building, customizing, and maintaining Salesforce reports and dashboards

• Experience with marketing data analysis, including marketing funnel metrics (MQL, SQL, SAL, conversion rates, and pipeline metrics)

• Strong analytical mindset with the ability to synthesize data into actionable insights

• Excellent communication, problem-solving, and documentation skills

Computer / Technical Skills

• Proficient in Microsoft Office 365 (Word, Excel, PowerPoint, Outlook)

• Advanced Excel skills for data analysis, reporting, and modeling

• Salesforce proficiency required (reports, dashboards, data analysis)

• Experience with business intelligence, analytics, or reporting tools preferred

• Ability to learn and adapt quickly to new systems, tools, and evolving priorities

Other Skills

• Highly analytical, collaborative, and comfortable working in a fast-paced, deadline-driven environment

• Ability to work independently while managing multiple priorities and shifting demands simultaneously

• Strong organizational, follow-up, and time-management skills

• Excellent written and verbal communication skills

• Strong relationship-building skills with the ability to work effectively across teams and with stakeholders at all levels

• Proven project management skills with the ability to manage complex initiatives

• Strong problem-solving skills and comfort working with detailed and sometimes ambiguous information

#LI-PS1 #momentivesoftware

Momentive Software amplifies the impact of over 20,000 purpose-driven organizations in over 30 countries, with over $11 billion raised and 55 million members served to date. Mission-driven nonprofits and associations rely on Momentive’s cloud-based software and services to address their most pressing challenges – from engaging their communities to simplifying operations and growing revenue. Designed to help organizations connect more, manage more, and ultimately expect more, Momentive's solutions are built with reliability at the core and strategically focus on fundraising, learning, events, careers, volunteering, accounting, and association management. Momentive partners with organizations that believe "good enough" is never enough – so they can bring on better outcomes for everyone they serve. Learn more at momentivesoftware.com.

At Momentive Software, we’re a team of passionate problem-solvers, innovators, and volunteers who believe in using technology to make a real difference. We dream big, support each other, and take pride in creating solutions that help our customers drive meaningful change. If you’re looking for a place where your work matters and your ideas are valued, you’ll find it here.

Planned Paid Time Off - Earned Leave and Casual Leave in Each Calendar Year

Company Holidays as Per Policy

Employer-Paid Parental Leave
Purpose-Driven Culture
Work-Life Balance 
Passionate About Community Involvement 
Group Mediclaim Policy

Group Accident Policy

Group Term Life Policy
Gratuity as Per Payment of Gratuity Act
Momentive Software actively embraces diversity and equal opportunity in a meaningful way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be, which is why we do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
All persons hired will be required to verify identity, minimum age of 18, eligibility to work in India (without sponsorship), and to complete the required employment eligibility verification form upon hire.