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Salesforce and GenAI System Analyst

📅 Sep 2
SalesforceDynamics 365CRM Workflow DesignBusiness Process Analysis
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📜 Description

  • Partner with business stakeholders to translate needs into scalable CRM solutions.
  • Design, configure, and maintain Salesforce workflows, automations, and business processes.
  • Optimize lead routing, approvals, data management, notifications, and operational workflows.
  • Evaluate and implement GenAI use cases that improve productivity and workflow efficiency.
  • Manage system enhancements from discovery and testing through rollout, documentation, and user support.
  • Collaborate with Information Systems, Integration/Development, RevOps, and business teams on cross-functional initiatives.

🛠️ Requirements

  • 2–5+ years of hands-on experience with enterprise business systems such as Salesforce or Dynamics 365.
  • Experience designing CRM workflows, automations, or business process improvements.
  • Strong understanding of sales or go-to-market processes and operational systems.
  • Experience gathering business requirements and translating them into practical system solutions.
  • Interest in Generative AI tools and their use in business workflows.
  • Ability to work autonomously, own deliverables, and collaborate across time zones.
  • Salesforce certifications, Salesforce Flow, or declarative automation experience are a plus.
  • SQL/SOQL, low-code/no-code automation tools, or light Python or JavaScript scripting experience are a plus.

✨ Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • 401(k) matching
  • Pre-tax commuter benefits
  • Fully stocked kitchen
  • Gym partnerships
  • Hybrid work schedule with 3 days in-office
Full job 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.

Why Taboola?

If you ask Taboolars what they love about working here, they’ll tell you that they’ve been empowered to realize their full potential while growing and learning from and with smart and talented people. They’ll also share more about:

  • Adam Singolda, Taboola Founder and CEO says; “You can copy anything from another business but you can’t copy a company’s culture.
  • Well-being: Enjoy comprehensive benefits (health, dental, vision, 401k matching), pre-tax commuter benefits, a fully stocked kitchen, and various gym partnerships.
  • Flexibility: We offer a hybrid work schedule with 3 days in-office with an option to come in more often if desired.
  • Work with some of the biggest names: Our publisher partners include Yahoo, Conde Nast, Fox Sports, NBCU, ESPN, CBS, and E! Online. Our advertiser clients include Wells Fargo, Honda, Pinterest, Expedia and Honda.

Ready to realize your potential?

Taboola is an equal opportunity employer and we value diversity in all forms. We are committed to creating an inclusive environment for all employees and believe such an environment is critical for success. Employment is decided on the basis of qualifications, merit, and business need. You can access our US Candidate Privacy Policy here.

Learn more about #TaboolaLife on LinkedIn, Facebook, Instagram, X, YouTube, & the Taboola Life Blog.

About Taboola

Taboola empowers businesses to grow through performance advertising technology that goes beyond search and social and delivers measurable outcomes at scale.

Taboola works with thousands of businesses who advertise directly on Realize, Taboola’s powerful ad platform, reaching approximately 600M daily active users across some of the best publishers in the world. Publishers like NBC News, Yahoo, and OEMs such as Samsung, Xiaomi and others use Taboola’s technology to grow audience and revenue, enabling Realize to offer unique data, specialized algorithms, and unmatched scale.

#LI-RT1

#LI-Hybrid

The pay offered may vary depending on several factors such as location, job-related knowledge, skills, and experience. We may offer several perks as part of the compensation package that include a discretionary bonus, equity, flexible PTO, medical/dental/vision insurance, a competitive 401(k) match, paid parental leave, and more.

Base Salary Pay Range
$100,000-$123,000 USD
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