Position Details: Salesforce BSA

Location: Pleasanton, California
Openings: 1
Salary Range:
Job Type: Full Time



Business System Analyst (BSA) will be responsible for serving as the primary BSA to the Field Service organization and be the subject matter expert (SME) for the CRM Servicemax Field Service Management (FSM) systems.


  • Collaborate with the business analysts and business contacts to review and analyze requirements and create functional specifications in a fast-paced global environment
  • Lead the implementation of technologies and ongoing enhancements to meet global business needs, including:
    • Identification of user requirements globally
    • Understand the "as is" environment and provide functional expertise and knowledge of the existing business practices
    • Act as the transforming agent to identify process improvement opportunities within the new Servicemax software application
    • Act as liaison between users and the project team, and act as a mentor and liaison to other stakeholders and users within the Field Service team
    • Reconciliation of user requirements to the new system capabilities
    • Work with users to develop necessary processes or procedural changes to accommodate the software application as needed
    • Work with users to foster active participation in project and ownership of the new system
    • Work with users and management team to develop dashboards and reports to help Field Service team run their business
    • Facilitate coordination of Servicemax data and business processes with existing ERP, Sales, and Marketing ecosystem data to enhance reporting capabilities




a. Required

  • BS Degree in business or technology-related field
  • 5+ years of experience on a technology team with deep knowledge of Servicemax and other CRM systems preferable on Force.com platform
  • Solid understanding of Field Service business and information technology processes
  • Extensive hands-on administration and configuration of Servicemax FSM, Electronic Forms
  • Working knowledge of Field Service processes and transactions in a global organization is required
  • Ability to configure standard and custom objects, rules, profiles, record types, etc.
  • Ability to lead and manage change through process development and improvement          
  • Excellent business systems analysis, solution architecting, and project management skills
  • Ability to keep deadlines and demonstrate a strong commitment to internal customers
  • Strong communication and influencing skills. Must be able to communicate and work with all levels of management
  • Demonstrated ability to work in a high intensity, multi-task environment
  • Strong analytic skills with the ability to troubleshoot complex systems issues and proficiency in reporting and associated tools
  • Exceptionally collaborative, flexible and adaptable when working with customers and various teams in IT


b. Preferred or desired

  • Experience with APEX/Visualforce
  • Experience with Integration/ETL tools and calls centers
  • CTI and Survey software

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