Salesforce Business Analyst

About FreshBooks

FreshBooks is a leading cloud-based SaaS accounting software platform built for small business owners and consistently ranks #1 easiest to use. With an emphasis on keeping things simple and stress-free wherever possible, FreshBooks makes the hard parts of running a business a little bit easier. With Freshbooks, our customers can get paid faster and spend less time on admin and paperwork, so they can focus on what they do best — growing their businesses.

At FreshBooks, we believe in human-centric connections that empower teams to do their best work. Headquartered in Toronto, Canada, our team operates in clusters across North America and Europe using a variety of working environments - remote, hybrid, and in-office - all based on what’s best for the team, collaboration, and mental wellbeing. We are committed to creating a supportive and flexible workplace where everyone can thrive, grow and make an impact on small business owners and accountants.

The Opportunity - Salesforce Business Analyst

As a Salesforce Administrator, you will manage and optimize our Sales Cloud environment, ensuring seamless user experiences and system performance. You’ll handle user setup, permissions, and integrations, while monitoring data flows and resolving support tickets. You’ll design and implement workflows, reports, and dashboards to meet business needs, maintaining data integrity and accuracy. In this role, you will collaborate closely with the Sales Operations team, translating business requirements into technical solutions. Additionally, you will train users, troubleshoot system issues, and continuously improve our Salesforce processes and documentation.

NOTE: This role is hybrid, meaning that the team comes together in office twice a month.

What You'll Do as a Salesforce Business Analyst

• Manage all Salesforce administrative tasks, including user setup, roles, profiles, and permissions.
• Monitor system performance, data flows, and logs, ensuring optimal functionality and resolving support tickets.
• Develop and implement UI enhancements such as validation rules, workflows, and custom layouts.
• Create and maintain reports, dashboards, and data management processes to ensure data integrity and accuracy.
• Support the Sales Operations team by providing insights and updates on system performance and ongoing projects.
• Set up and maintain integrations between Salesforce and other tools, ensuring seamless data synchronization.
• Train users on Salesforce applications and maintain thorough system documentation.

What You'll Bring to the Role

• Salesforce.com Certified Administrator with 2+ years of experience managing Sales Cloud for at least 40 users.
• Strong understanding of Salesforce architecture, including custom objects, formula fields, workflows, and validation rules.
• Proficiency in creating and maintaining Process Builder, Flow, and Lightning UI components.
• Proven ability to assess business requirements and translate them into technical solutions.
• Experience with data management, including data imports, cleansing, and duplicate record handling.
• Strong problem-solving skills with the ability to troubleshoot and resolve system issues efficiently.
• Excellent communication skills, able to collaborate effectively with both technical and non-technical stakeholders.

Why FreshBooks?

At FreshBooks, every team member knows their voice is heard and their contributions matter, making a difference in the lives of millions of small business owners and accountants across the world. Grow your career, work on projects that excite you, and thrive in a supportive and collaborative environment.

Perks & Benefits:

• 🩺 Comprehensive health and wellness benefits. Including a retirement savings program or pension plan matched to your local office, stock options for every full-time employee, generous time off, parental leave and new parent support, annual healthy living credit, comprehensive medical and dental benefits, fertility and gender-affirming benefits dependent on your region, and more.
• 📚 Perks that matter. Including a Peer Recognition Program, an Employee Assistance Program, headphone credit, meaningful in-person gatherings to bring onsite and remote employees together, and more perks matched to your local cluster.
• 🌱Working environments to help You thrive. Beautiful office spaces welcome you in Toronto, Amsterdam, and San Luis Potosi, and those without access to a FreshBooks office receive a home office credit to set up your home office. We are committed to creating supportive and flexible environments to support the best interests of the team, collaboration, and mental wellbeing.
• 🤗 Supportive peer group, mentors, and leaders. We care about each other across the organization and have programs to support this so everyone feels a strong sense of belonging, and believes in collective impact.
• 🚀 Accelerated growth. Comprehensive company onboarding, career development through continuous coaching, training, and learning on the job.

Closing

Even if your experience doesn't meet every bullet on the above lists, we'd love to learn more about you and why you think FreshBooks is the next step in your career.

FreshBooks is an equal opportunity employer. We do not discriminate based on gender, religion, race, mental disability, sexual orientation, age, or any other status. All applicants are considered based on their qualifications and merits. At FreshBooks, we inspire an environment of mutual respect and we believe diversity and inclusion are crucial to our success.

FreshBooks provides employment accommodation during the recruitment process. Should you require any accommodation, please indicate this on your application and we will work with you to meet your accessibility needs. For any questions, suggestions or required documents regarding accessibility in a different format, please contact us at phone 1-416-780-2700 and/or [email protected].