Senior Salesforce Business Analyst

TriNet USA

COMPANY OVERVIEW TriNet is a leading provider of comprehensive human resources solutions for small to midsize businesses (SMBs). We enhance business productivity by enabling our clients to outsource their HR function to one strategic partner and allowing them to focus on operating and growing their core businesses. Our full-service HR solutions include features such as payroll processing, human capital consulting, employment law compliance and employee benefits, including health insurance, retirement plans and workers’ compensation insurance.  TriNet has a nationwide presence and an experienced executive team. Our stock is publicly traded on the NYSE under the ticker symbol TNET. If you’re passionate about innovation and making an impact on the large SMB market, come join us as we power our clients’ business success with extraordinary HR. 

Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single requirement. At TriNet, we are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every single qualification in the job description, we encourage you to apply anyways. You may just be the right candidate for this or other roles. 

JOB SUMMARYOur team is seeking a dynamic Senior Salesforce Business Analyst who will work closely with Marketing, Sales, Finance and other stakeholders to define the system roadmap and implement solutions that align with business objectives and foster scalability. The ideal candidate must have a strong understanding of Salesforce platforms, Configure Price Quote system, business processes, and a proven track record of translating business needs into effective technical solutions. The Salesforce Business Analyst will play a key role in bridging the gap between business requirements and Salesforce implementation, ensuring successful project delivery. Growth in the role will require the Sr Salesforce Business Analyst to assess TriNet’s evolving needs, enhance internal and external user experience, and apply skills and insight to propose high-value changes to the processes, policies, and systems.

Essential Duties/Responsibilities

• Lead Salesforce development projects from conceptualization to implementation

• Requirements Gathering: Collaborate with stakeholders to understand business requirements and objectives. Conduct workshops and interviews to elicit detailed and clear requirements

• Documentation: Document and maintain detailed functional specifications, user stories, and process flows. Create and update documentation related to system configurations and customizations.

• Salesforce Configuration:Configure and customize Salesforce applications to meet business requirements.

Collaborate with developers and administrators to implement solutions.          

• Data Analysis: Perform data analysis to ensure data integrity and accuracy within Salesforce.

Identify data migration needs and collaborate with data migration specialists         

• Testing and Quality Assurance: Develop and execute test plans, ensuring that solutions meet quality standards. Collaborate with QA teams to perform system testing and user acceptance testing.          

• User Training and Support: Provide training to end-users on new features and functionalities. Offer ongoing support and troubleshooting assistance. 

• Report and Dashboard Creation: Design and create reports and dashboards to visualize key performance metrics. Work with stakeholders to understand reporting needs and optimize data visibility.            

• Collaboration: Collaborate with cross-functional teams, including developers, administrators, product owners/managers, project managers, and business stakeholders, to ensure the CPQ system effectively supports sales operations and drives business growth.    

Required for All Jobs

• Performs other duties as assigned

• Complies with all policies and standards


Education:  Bachelor’s Degree or equivalent experience – Required         

Work Experience Details:  Typically 5+ years Proven experience as a Salesforce Business Analyst or similar role – Required         

Licenses and Certifications Details:  Salesforce Administrator or Business Analyst certifications   – Required           

Knowledge, Skills and Abilities

  • Strong analytical, problem-solving, and communication skills            
  • Knowledge of Agile/Scrum methodologies.   
  • Ability to work independently and collaboratively in a fast-paced environment.  
  • Ability to communicate ideas and information clearly, accurately, and tactfully             
  • Solid presentation and facilitation skills           
  • Must be highly organized, able to effectively prioritize work, be oriented to detail, and have excellent follow through             
  • In-depth knowledge of CPQ software platform           
  • Proficient in JIRA, Microsoft Office Suite, advanced Excel knowledge              

Work Environment:

Work in clean, pleasant, and comfortable home or office setting. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable persons with disabilities to perform the essential functions.

Position may be considered remote and require reliable and consistent internet service.

Travel Requirements:

Ability to work remote and collaborate with a team that spans borders and timezones 

The salary range for this role is $76,000 to $182,400. The candidate’s final salary offer will be based on the candidate’s skills, education, work location and experience. 

A candidate’s compensation may also include bonuses consistent with TriNet’s corporate bonus plan. 

Additionally, subject to applicable eligibility requirements, TriNet offers permanent full-time employees a variety of benefits including medical, dental, and vision plans, life and disability insurance, a 401(K) savings plan, an employee stock purchase plan, eleven (11) Company observed holidays, PTO and a comprehensive leave program.  Please click the following link for detailed information about our benefits offerings: 

Please Note: TriNet reserves the right to change or modify job duties and assignments at any time. The above job description is not all encompassing. Position functions and qualifications may vary depending on business necessity. 

TriNet is an Equal Opportunity Employer and does not discriminate against applicants based on race, religion, color, disability, medical condition, legally protected genetic information, national origin, gender, sexual orientation, marital status, gender identity or expression, sex (including pregnancy, childbirth or related medical conditions), age, veteran status or other legally protected characteristics. Any applicant with a mental or physical disability who requires an accommodation during the application process should contact to request such an accommodation. 

$76,000 – $182,400

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