Job Details

  • Title: Business Systems Analyst
  • Code: RCI-1128112
  • Location: San Francisco, CA 94105
  • Posted Date: 07/21/2022
  • Duration: 4 Months
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  Job Description

Salesforce  (SFDC) System Administrator / Business Systems Analyst 

  • Reporting to the Director of Business Systems, the SFDC Admin/Business Systems Analyst will be responsible for the management/administration and development/support of the company CRM system (Salesforce) as well as its integration with the company document management, patent database, and license accounting systems.
  • This individual will work closely with other members of Via’s Patent Licensing and Business Operations group as well as Legal, Sales, Program Management, Accounting, IT, and Compliance teams.
  • The successful candidate will possess a deep understanding of Salesforce translating business requirement into the proper design and as well as industry experience in dealing with global users. 

Essential Job Functions

  • Work closely with legal, program management, sales, IT, and accounting to develop business requirements with a primary focus on Salesforce system integrations.
  • Collaborate with stakeholders, define business requirements, support deployment, configure and test systems to ensure successful implementation of stakeholder business requirements.
  • Document functionality and create user training material as related to application developments and enhancements.
  • Determine logic for integration of multiple systems and provide post-deployment support.
  • Monitor and identify issues with all workflows, de-bug, and manage successful resolution of matters. Oversee and maintain system integrity.
  • Promptly respond to issues raised throughout the organization and ensure resolution.
  • Evaluate and manage new projects. Enhance current or develop new functionalities.
  • Prepare large amounts of data to upload to or download from Salesforce using Data Loader cleansing and deduplication tool.
  • Manage AppExchange installation and deployment. Monitor integration of all systems in relation to Salesforce.
  • Create test cases and test scenario documentation for enhancements and new developments.
  • Conduct analyses of business workflows and IT related processes. Determine logic for new developments and improve existing systems.
  • Create flow diagrams, define requirements for software acquisition and/or application development, and ensure that business needs are met.
  • Assist in post-implementation continuous improvement and automation efforts by enhancing performance and providing increased functionality
  • Research and assess new applications, tools, and vendors suitable for Via business needs.
  • Deliver resource activity status and detailed time tracking to management by communicating project issues and project gaps.
  • Create role-specific Salesforce profiles to determine proper accessibility to authorized users.
  • As needed, research and present CRM-leveraged solutions to stakeholder requests at company meetings.
  • Regularly run basic reports from CRM system to support processes and develop ad-hoc sales analysis reports.
  • Maintain integration and data integrity through systematic auditing.
  • Perform duties as assigned by immediate supervisor, Senior Manager of Patent Licensing and Business Operations, and upper management. 

Knowledge, Education, Skills, Abilities, and Experience Required


  • A bachelor’s degree (preferably with an emphasis in Business Administration or Information Systems), or equivalent experience.
  • Salesforce Administrator certification(s) required (ADM 201/ADM 211, Salesforce cloud, with lightning experience).
  • Ability to accurately define business requirements for stakeholders.
  • Ability to create functional designs for Salesforce is required
  • 4-5 years of direct experience working with Salesforce as a BSA at a firm or corporation.
  • Proficient in Salesforce administration and AppExchange.
  • Experience with Apptus (Contract Management) system administrator REQ
  • Experience with email campaign tools considered a plus. (Conga, others)
  • Experience in Programs required: fedex, docusign, etc. All through salesforce.


  • Master’s degree is a plus
  • Apex coding and/or SQL server experience considered an asset.
  • Experience with creating system integration scripts