Salesforce Business Analyst

erm· ERM Mexico, S.A. de C.V.
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📍 Mexico City, MexicoFull time

About this role

ERM is the world’s largest specialist sustainability consultancy, with over 50 years of experience helping organizations navigate complex environmental, social, and governance challenges. We bring together a global community of experts to deliver meaningful impact for our clients and the planet.

 

We use Salesforce as our CRM and are looking for a Salesforce Business Analyst to join our team and support ERM’s global delivery by gathering, analyzing, and translating business requirements into scalable Salesforce CRM solutions that drive operational excellence and digital transformation. You will work within the Salesforce Centre of Excellence (COE), partnering with global business stakeholders, IT Business Partners (ITBP), and cross-functional teams across regions to deliver CRM enhancements, streamline processes, and improve user adoption. This role is critical to ensuring efficient and consistent global operations, improving data quality and governance, enabling scalable business growth, and enhancing the effectiveness of Salesforce-driven business processes across ERM.

 

Key Responsibilities

  • Serve as the central point of contact between ITBP, business teams, and Salesforce COE for all CRM-related initiatives.
  • Gather, analyze, and document business requirements for Salesforce enhancements and new implementations.
  • Translate business needs into user stories, process flows, and functional specifications aligned with Salesforce best practices.
  • Collaborate with global stakeholders to prioritize requirements and ensure alignment with strategic objectives.
  • Support solution design, configuration, and testing phases; ensure adherence to governance and compliance standards.
  • Maintain documentation (process maps, SOPs, controls) and contribute to audits and data integrity initiatives.
  • Drive continuous improvement through automation, optimization, and adoption of new Salesforce features.
  • Provide training and knowledge-sharing for end-users and internal teams.
  • Facilitate project communication and ensure coordination of the business to be available for training and adoption activities.

Skills & Experience

  • Min 4 years of experience as a Business Analyst, with at least 2-3 years focused on Salesforce CRM.
  • Strong understanding of Salesforce Sales Cloud and ideally MCAE and/or Net Zero Cloud.
  • Familiarity with integration concepts and data migration best practices.
  • Demonstrated experience with agile methodologies, contributing to sprint cycles through data-centric user stories, backlog grooming, and cross-functional collaboration.
  • Excellent communication and stakeholder management skills across time zones.
  • Salesforce certifications (Administrator and/or Business Analyst preferred).
  • Continuous improvement mindset; experience with agile delivery frameworks is a plus.
  • Comfortable working across global time zones and collaborating with distributed teams

Frequently Asked Questions

Is the salary disclosed for the Salesforce Business Analyst position at erm?
The salary for this Salesforce Business Analyst role at erm is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Salesforce Business Analyst position at erm located?
This Salesforce Business Analyst role at erm is based in Mexico City, Mexico. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Salesforce Business Analyst role at erm full-time or part-time?
This is listed as a Full time position. It is posted as a Salesforce Business Analyst role in the ERM Mexico, S.A. de C.V. department at erm.
Which team or department does the Salesforce Business Analyst at erm belong to?
This Salesforce Business Analyst position is part of the ERM Mexico, S.A. de C.V. department at erm. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Salesforce Business Analyst position at erm?
Click the "Apply Now" button on this page. You will be redirected to erm's official application portal hosted on workday where you can submit your application directly.
When was the Salesforce Business Analyst job at erm posted?
This Salesforce Business Analyst position at erm was posted on Sep 2, 2026. Apply as soon as possible — early applications are often reviewed first.
Salesforce Business Analyst
erm
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