Presidio

IT Business Analyst (Salesforce CRM and Deltek Costpoint)


PayCompetitive
LocationRemote
Employment typeFull-Time
  • Job Description

      Req#: ITBUS009325
      Employer Industry: Technology Solutions

      Why consider this job opportunity:
      - Opportunity for career advancement and growth within a leading technology firm
      - Work in a collaborative environment that fosters innovation and teamwork
      - Engage in impactful projects using cutting-edge technology and AI-driven solutions
      - Support and maintain industry-standard systems like Salesforce CRM and Deltek Costpoint
      - Flexible work environment with minimal travel requirements (up to 5%)

      What to Expect (Job Responsibilities):
      - Serve as a liaison between business stakeholders and technical teams, gathering, documenting, and analyzing business requirements
      - Support, maintain, and optimize Salesforce CRM and Deltek Costpoint ERP systems to ensure seamless data flow and accurate reporting
      - Analyze and document current business processes, identify gaps, and recommend improvements or automation opportunities
      - Collaborate with Finance, Operations, and Sales teams to improve system integrations and ensure data integrity across platforms
      - Develop and maintain dashboards, reports, and KPIs to support business decision-making

      What is Required (Qualifications):
      - Bachelor’s degree (preferably in Business Administration, Information Systems, Accounting) or equivalent work experience and/or military experience
      - 3–5 years of business analysis experience in enterprise systems
      - Experience with Salesforce (Sales Cloud preferred) — including workflows, reports, dashboards, and user management
      - Experience with Deltek Costpoint — including modules for accounting, project management, or billing
      - Strong skills in requirements gathering, documentation, and process mapping (Visio, Lucidchart, etc.)

      How to Stand Out (Preferred Qualifications):
      - Familiarity with data integration tools (e.g., Dell Boomi, MuleSoft, or similar)
      - Excellent communication and stakeholder management skills
      - Strong working knowledge with SQL, technical writing, and BI or reporting tools such as Power BI, Tableau, or Salesforce Analytics
      - Advanced experience with large implementations / third-party vendor tools / integrating with ERP, CRM, PSA, and Portal tools
      - Salesforce Administrator Certification (ADM201) or higher

      #TechnologySolutions #BusinessAnalysis #Salesforce #ERPSystems #CareerOpportunity #Innovation

      We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.
      We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.
  • About the company

      Presidio is the premier provider of digital transformation solutions built on agile secure infrastructure deployed in a multi-cloud world with business analytics.

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