Salesforce Business Analyst

Post Date

Jul 30, 2026

Location

Newport Beach,
California

ZIP/Postal Code

92660
US
Oct 08, 2026 Insight Global

Job Type

Contract

Category

Business Analysis

Req #

OCC-0158b25f-7f79-4de1-98d9-da8490a887aa

Pay Rate

$52 - $65 (hourly estimate)

Job Description

Salesforce Business Analyst will support the Office Division on Salesforce and work closely with Sr. Leaders and users
to support and enhance the Customer Relationship Management System (Salesforce CRM) allowing us to attract and
retain our customers and ensure operational efficacy. Work closely with leadership to design and document workflows,
assist with and define/ support solutions for new business unit ideas, trends, and concepts appropriately through the
latest technological paths. Analyze and document complex business processes, gather and interpret relevant information
to thoroughly understand the customer’s/users’ requirements, then translate findings into specific software requirements.
The analyst then guides the solution through the testing process with an eye on the Software Development Life-Cycle
(SDLC). This role will play a strategic role in managing stakeholders, assisting with change management activities and
influencing decision making to arrive at an optimal and cost-effective solution. The Office Salesforce platform serves
hundreds of users across multiple departments, requiring a strategic, scalable approach to enhancements. Collaborates
with cross-functional teams, including operations, marketing, and external vendors.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Required Skills & Experience

● Bachelor’s Degree from an accredited institution in Business Administration, Computer Science or related field
● Minimum 7 years of experience with a minimum of 5 years of experience as a Salesforce Business Analyst or
Business Systems Analyst
● Salesforce Sales Cloud Experience
● Familiarity with SDLC (Waterfall & Agile) methodologies and use of tools like Jira/Confluence is required
● Strong working knowledge of Salesforce Reports and Dashboards.
● Understanding of Relational Database architecture and experience writing SQL/SOQL SELECT statements for data
analysis
● Experience leading meetings, ability to independently conduct UAT, and ability to extract data and evaluate report
options. Familiarity with principles of effective project management.
● Solid mathematical and technology aptitude
● Strong project management skills and coordination skills.
● Ability to analyze and document complex business processes.
● Ability to think analytically, gather and interpret data to successfully solve problems.
● Must be able to understand technical concepts of the system environment.
● Expertise in Google Suite, especially Docs, Sheets, Slides and Lucid Charts.
● Knowledge of and experience with MRI and other commercial or residential real estate applications is preferred

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.