Salesforce Business Analyst

Insight Investments

Irvine, CA

Full-time•

Sales / Marketing, Business Development

Responsibilities

We are seeking a highly motivated and detail-oriented Salesforce Business Analyst to join our team in Irvine, California. This in-office role will work closely with cross-functional user groups to support and enhance our Salesforce platform, with a strong focus on data cleanup, reporting, dashboards, data loading, and Marketing Cloud integration.

Key Responsibilities

Collaborate with business stakeholders to gather and document requirements for Salesforce enhancements and new features.
Perform data cleanup and deduplication to ensure data integrity across Salesforce objects.
Design and build reports and dashboards to support business decision-making.
Manage data imports and exports using tools like Data Loader and Data Import Wizard.
Support Marketing Cloud initiatives including campaign setup, audience segmentation, and performance tracking.
Conduct user training and provide ongoing support to ensure adoption and effective use of Salesforce.
Partner with developers and admins to test and deploy changes in a structured release cycle.
Maintain documentation of processes, configurations, and user guides

Qualifications / Education

3+ years of experience as a Salesforce Business Analyst or similar role.
Strong understanding of Salesforce Sales Cloud and Marketing Cloud.
Hands-on experience with data cleanup, reporting, dashboards, and data loading tools.
Excellent communication and interpersonal skills to work directly with user groups.
Salesforce certifications (e.g., Administrator, Business Analyst, Marketing Cloud Email Specialist) are a plus.
Experience working in an on-site, collaborative environment.

Skills

Familiarity with Agile methodologies and tools like Jira or Azure DevOps.
Experience with third-party Salesforce apps and integrations.
Ability to translate business needs into technical requirements.

Insight Investments, Corp is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, age, sexual orientation, gender identity, disability, status as a Veteran or other protected classification.

Division

Insight Investments

About the company

Insight Investments

Company website•IT Services and IT Consulting

Insight helps unlock your organization’s full potential by ensuring access to the equipment and technology needed to create a competitive advantage. We go beyond equipment leasing to help organizations operate smarter, move faster, and plan with confidence. We craft flexible leasing solutions aligned with both financial and operational goals, supporting assets from acquisition through end of use.

Through our family of specialized brands, dedicated teams, and proprietary technology, we partner with clients to deliver clarity, control, and confidence at every stage, ensuring they have the right tools to succeed today and adapt for what’s next.