AP - Salesforce Analyst/Admin
- Experience
- Senior
- Employment
- Full-time
Open to PH only. Set where you work from to check your eligibility.
No BS summary
Senior Salesforce consultant with strong business analysis skills for Salesforce services, customer onboarding, CRM/BI adoption, manual QA and UAT. Must be in Manila, Philippines and have strong written and verbal English.
Core skills
Required skills
Required languages
Note: This is for active pooling purposes only. Submitting your application does not guarantee employment. Your details will be kept on file and considered for future opportunities as they become available. About the Role We are looking for a Senior Salesforce Consultant who also has strong business analysis capability. This person should be able to support our Salesforce services work, assist with customer onboarding, help translate customer requirements into clear delivery tasks, and support manual QA and user acceptance testing where required. This role is valuable because it can support both Salesforce delivery and product adoption. Key Responsibilities Support Salesforce consulting and managed services work. Work with customers to understand business processes, pain points, requirements, and desired outcomes. Translate business requirements into clear user stories, acceptance criteria, process maps, and solution notes. Support customer onboarding to CRM and BI. Assist with data migration validation, configuration checks, user training, and support documentation. Help team with customer onboarding activities. Perform manual QA testing where required, especially during the transition period while automated QA capability is being strengthened. Support UAT preparation and execution. Document customer requirements clearly for developers and AI agents. Assist with release notes, customer-facing documentation, and training materials. Maintain strong Salesforce and CRM process discipline. Requirements Strong Salesforce background. Strong business analysis capability. Experience working directly with customers. Ability to run discovery sessions and ask strong process questions. Ability to document requirements clearly and commercially. Strong understanding of sales, service, customer onboarding, and CRM processes. Ability to perform structured manual QA testing. Strong data quality awareness. Strong written and verbal English communication. Comfortable working in an AI-first delivery environment. Salesforce Sales Cloud experience
What you'll do
- Support Salesforce consulting and managed services work.
- Work with customers to understand business processes, pain points, requirements, and desired outcomes.
- Translate business requirements into clear user stories, acceptance criteria, process maps, and solution notes.
- Support customer onboarding to CRM and BI.
- Assist with data migration validation, configuration checks, user training, and support documentation.
- Help team with customer onboarding activities.
- Perform manual QA testing where required, especially during the transition period while automated QA capability is being strengthened.
- Support UAT preparation and execution.
- Document customer requirements clearly for developers and AI agents.
- Assist with release notes, customer-facing documentation, and training materials.
- Maintain strong Salesforce and CRM process discipline.
What they require
- Strong Salesforce background.
- Strong business analysis capability.
- Experience working directly with customers.
- Ability to run discovery sessions and ask strong process questions.
- Ability to document requirements clearly and commercially.
- Strong understanding of sales, service, customer onboarding, and CRM processes.
- Ability to perform structured manual QA testing.
- Strong data quality awareness.
- Strong written and verbal English communication.
- Comfortable working in an AI-first delivery environment.
- Salesforce Sales Cloud experience
Biz Consulting is a Queensland-based Australian mortgage broking and commercial lending business focused on delivering tailored lending solutions for residential and commercial clients. The company is currently expanding its residential lending operations and is seeking a highly organized Loan Processor & Assistant to support the Principal Broker by managing loan files, lender submissions, and administrative processes. As the business grows, the role is expected to expand into SMSF lending support, offering long-term career growth opportunities.
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