Salesforce and GenAI System Analyst
A Salesforce Systems Analyst on Taboola's Information Systems team in New York partners with Sales and Account Management to design, configure, and optimize scalable CRM workflows and automations in Salesforce, while also evaluating practical GenAI use cases to improve business productivity.
- Compensation
- $100K–$123K / yr
- Location
- New York City (NYC), New York, United States
- Work setup
- Hybrid
- Seniority
- Not specified
- Employment
- Not specified
- Experience
- 5+ years
- Category
- Ai engineering
- Posted
Skills
Must have
- 2–5+ years of hands-on experience in Enterprise Business Systems environments (e.g., Salesforce, Dynamics 365)
- Experience designing and implementing scalable workflows, automations, or business process improvements within CRM platforms
- Strong understanding of sales or go-to-market processes and how systems support operational efficiency
- Experience gathering business requirements and translating them into practical system solutions
- Interest in and curiosity about Generative AI tools and how they can improve business workflows and productivity
- Ability to work autonomously, take ownership of deliverables, and collaborate effectively with a manager and team based in a different time zone
Nice to have
- Salesforce certifications or experience with Salesforce Flow and declarative automation tooling
- Familiarity with SQL/SOQL for data analysis and troubleshooting
- Exposure to low-code/no-code automation tools or light scripting experience (e.g., Python, JavaScript)
Full description
Realize your potential by joining the leading performance-driven advertising company!
As a Salesforce Systems Analyst on the Information Systems team in our New York office, you’ll play a vital role in partnering closely with Sales and Account Management teams to design, configure, and improve scalable CRM workflows and business system solutions This role combines business process analysis, solution design, and hands-on system implementation to helping our global revenue organization operate scale more efficiently and effectively.
To thrive in this role, you'll need:
- 2–5+ years of hands-on experience in Enterprise Business Systems environments (e.g., Salesforce, Dynamics 365).
- Experience designing and implementing scalable workflows, automations, or business process improvements within CRM platforms.
- Strong understanding of sales or go-to-market processes and how systems support operational efficiency.
- Experience gathering business requirements and translating them into practical system solutions. .
- Interest in and curiosity about Generative AI tools and how they can improve business workflows and productivity.
- Ability to work autonomously, take ownership of deliverables, and collaborate effectively with a manager and team based in a different time zone.
Bonus points if you have:
- Salesforce certifications or experience with Salesforce Flow and declarative automation tooling.
- Familiarity with SQL/SOQL for data analysis and troubleshooting.
- Exposure to low-code/no-code automation tools or light scripting experience (e.g., Python, JavaScript).
How you’ll make an impact:
- Partner with global business stakeholders to understand business needs and translate them into scalable CRM solutions. Design, configure, and maintain workflows, automations, and business processes within Salesforce and related business systems.
- Support ongoing optimization of CRM processes, including lead routing, approvals, data management, notifications, and operational workflows.
- Help evaluate and implement practical GenAI use cases that improve team productivity and workflow efficiency.
- Continuously identify opportunities to improve workflows, reduce manual effort, and enhance user experience across business systems.
- Manage system enhancements through discovery, testing, rollout, documentation, and user support.
- Collaborate with global Information Systems, Integration/Development, RevOps, and business stakeholders on cross-functional initiatives.