CRM Business Analyst, Salesforce Job at KBC Advisors, Seattle, WA

MGpNL1RvbGp1NkE3U3g1cHFVSkQ4R2I5VlE9PQ==
  • KBC Advisors
  • Seattle, WA

Job Description

KBC Advisors is seeking a CRM Business Analyst, Salesforce to support the scaling and optimization of our Salesforce platform. This role will work closely with our Database Manager to groom, prioritize, and execute backend configuration tasks, while also making informed recommendations on improving architecture, automation, and platform scalability to meet evolving business needs.

This is a hands-on technical role with a seat at the table, helping us modernize our Salesforce org and create repeatable, scalable processes for a fast-growing commercial real estate firm.

KBC Advisors is a modern, nimble purpose-built firm. We pride ourselves on doing things differently. We want team members with diverse views and experiences who can bring new ideas to the table. We value what makes each of us unique and use it to drive our innovative approach to commercial real estate.

This is an in-office position in our Seattle, WA office.

Essential Duties & Responsibilities

Platform Administration & Configuration

  • Assist with day-to-day administration of our Salesforce org, including user set up, building and assigning permission sets, editing page layouts and lightning pages, building new and editing existing flows, and field configuration
  • Perform regular health checks, audits, and proactive maintenance of Salesforce data and metadata
  • Maintain industry best practices and recommend enhancements from Salesforce App Exchange
  • Assist with defining and maintaining KBC’s role hierarchy

Ticket Grooming & Execution

  • Collaborate with the team to triage and groom Salesforce-related requests
  • Own and resolve tickets related to system enhancements, bug fixes, and workflow automation

System Optimization & Scalability

  • Recommend and implement backend improvements to ensure the system scales with business growth
  • Identify opportunities to streamline processes, reduce technical debt, and increase admin efficiency

Collaboration

  • Work closely with our Database Manager to support ongoing projects and roadmap execution
  • Communicate clearly with cross-functional teams to ensure requests are understood and delivered on time

Documentation & Governance

  • Maintain documentation of workflows, processes, and key system changes
  • Support compliance with internal data governance standards and security protocols

Preferred Qualifications

  • Experience working in a high-growth, multi-office environment
  • Experience supporting users in the commercial real estate or professional services industry

Education & Experience

  • Salesforce Administrator Certification (ADM 201) – Required
  • Three to five plus years of experience as a Salesforce Administrator
  • Strong knowledge of Salesforce platform tools, including Flow Builder, Permission Sets, Custom Objects, and Reports & Dashboards
  • Experience with task grooming and ticket management tools
  • Excellent communication skills and attention to detail

The expected annual base salary for this position is $95,000 - $125,000 . Experience, skills, location and other factors are considered when determining the salary offered.

Job Tags

Work at office,

Similar Jobs

C.T. Male Associates

Senior Electrical Engineer Job at C.T. Male Associates

 ...computer aided design technologies and modeling software to develop designs, sketches, drawings, and construction documents (AutoCAD and Revit). Ensure design quality and coordination, verifying that all documents align with project intent and requirements. Facilitate... 

CrossCountry Mortgage

Jr. Loan Officer Job at CrossCountry Mortgage

 ...tremendous growth and we are looking for a results-oriented junior loan officer who can generate new business and referrals and assist our...  ...officers in creating and closing loan packages. Lending or mortgage industry experience is not required but is a tremendous asset.... 

Iannarino Fullen Group

Data Entry Specialist Job at Iannarino Fullen Group

 ...assistant with specialized administrative duties that shall include data entry and administrative support. This position shall follow...  ...data entry and data quality guidelines, and will be required to work with confidential health information. The specialist will report... 

firstsourc

Regional Patient Advocate Job at firstsourc

 ...Regional Patient Advocate Location: ONSITE at a medical facility in Louisville, KY Schedule: Monday-Friday 8am to 4:30pm, Floater General Summary: The Regional Patient Advocate is responsible for screening patients on-site at hospitals for eligibility assistance... 

Sally Beauty

Picker/Packer Job at Sally Beauty

Essential Function This job consists of one or more duties involving the efficient picking and packing, handling and the timely movement of stock in and out of pack/pick locations. Primary goal is to move product safely with minimal damage while maximizing productivity...