Business Analyst – Salesforce CRM Integration at PeopleOS

PeopleOS  – Our client leverages cutting-edge software technology to capture data, automate payments, and provide Big Data intelligence to the aviation sector. Their mission is to optimize operational efficiency, enhance decision-making, and drive digital transformation across the aviation ecosystem.

Job Title: Business Analyst – Salesforce CRM Integration

Location: Ikeja, Lagos (Remote)

Employment Type: Full-time

Responsibilities

Salesforce Integration and Optimization:

• Analyze business processes across real estate brokerage, mortgage, insurance, and investment divisions, identifying opportunities to integrate Salesforce CRM with other enterprise systems and tools.
• Design, implement, and test custom integrations to ensure seamless dataflow between Salesforce and platforms such as financial management software, marketing automation tools, and MLS systems.
• Collaborate with developers, system architects, and stakeholders to define integration requirements and technical specifications.
• Monitor and maintain Salesforce integrations, addressing issues and optimizing performance.

Business Analysis:

• Gather and document business requirements from multiple departments, including real estate, mortgage, and investment teams, to ensure Salesforce solutions meet diverse needs.
• Translate complex business requirements into technical specifications and actionable project plans.
• Identify inefficiencies in processes like leadtracking, transaction management, and customer engagement, recommending improvements through Salesforce functionality.
• Create and maintain user stories, usecases, and process flow diagrams to support development and implementation.

Salesforce Customization and Configuration:

• Configure Sales force objects, workflows, validation rules, and reports to meet the specific needs of real estate, mortgage, and financial services operations.
• Develop and manage custom fields, page layouts,and Lightning components tailored to the firm’s business lines.
• Collaborate with leadership to design and implement dashboards for performance tracking across multiple revenue streams.

Stakeholder Collaboration and Support:

• Act as the primary liaison between the real estate, financial, and technical teams to ensure clear communication and alignment.
• Provide training and support to end-users across all business units to maximize Salesforce adoption and effective use.
• Ensure data integrity and compliance with industry regulations,including real estate and financial service standards.

Project Management and Reporting:

• Lead Salesforce-related projects, ensuring timely delivery and adherence to the scope for all divisions.
• Generate reports and dashboards to track performance metrics, including property sales, loan applications, and investment portfolios.
• Document processes, system configurations, and training materials to support ongoing operations and business growth.

Requirements

• Bachelor’s Degree in Business Administration, Information Technology, Computer Science, or a related field.
• 3 – 5 years of experience as a Business Analyst or in a similar role, with at least 2 years of Salesforce experience.
• Experience in the real estate or financial services industry is highly preferred.
• Proficiency in Salesforce CRM, including Sales Cloud, Service Cloud, and Marketing Cloud.
• Strong understanding of Salesforce integrations using tools like Zapier or APIs, particularly in real estate and financial workflows.
• Knowledge of data mapping, ETL processes, and relational database concepts.
• Familiarity with Apex,Visual force, and Lightning components (basic coding knowledge is a plus).
• Strong problem-solving and critical-thinking skills.
• Ability to analyze complex processes and propose scalable Salesforce solutions for real estate and financial operations.
• Experience with Agile methodologies and tools like JIRA or Trello.
• Excellent verbal and written communication skills.
• Strong interpersonal skills and the ability to work effectively with cross-functional teams.
• Detail-oriented with a focus on accuracy and quality.
• Salesforce Administrator or Salesforce Business Analyst certification.
• Experience in real estate brokerage tools such as MLS systems and transaction management platforms.
• Familiarity with mortgage origination and insurance sales processes.
• Knowledge of marketing automation tools like Pardotor HubSpot.
• Experience with  visualization tools such as Tableauor PowerBI.
• Understanding of compliance and security standards in both real estate and financial services.

Benefits

• This role offers the unique opportunity to work with a firm at the intersection of real estate and financial services, leveraging Salesforce to drive innovation and efficiency across multiple business lines.

Application Closing Date
18th April, 2025.

How to Apply: Interested and qualified candidates should Click Here to apply online