Salesforce Analyst

The Salesforce Business Analyst and Admin serves as the primary functional applications partner for Sales and Estimating, translating commercial processes and business requirements into effective application solutions. The role supports Salesforce (including day-to-day administration and configuration), Microsoft Dynamics 365 Finance & Operations (D365 F&O), the integrations between them, and related estimating workflows and reporting needs from discovery through testing and adoption. This position works directly with Sales, Estimating, Finance, and Operations stakeholders, uses advanced Excel to transform and model commercial data, and helps improve pipeline visibility, estimating efficiency, data quality, and downstream handoffs from CRM to ERP.