Senior Analyst, Salesforce

About the role

This role supports Success Academy's Enrollment Team within a large, fast-growing public charter school network in New York. The position combines Salesforce administration and business analysis to serve scholar acquisition and enrollment operations. It is a hybrid, full-time position dedicated to advancing the organization's mission.

Analysts turn data into clear answers. They pull numbers, clean data, build dashboards, and explain what changed and why. The work supports decisions across sales, product, marketing, and operations. Strong analysts pair technical skill with business curiosity. Analysts are the bridge between data and decisions. Most analysts own recurring reports and are expected to improve them over time.

Key facts

What you'll do

The community analyzes Enrollment data model impacts to enhance data flow and downstream system behavior.

Daily user interface elements such as fields, record types, and page layouts are managed to optimize the user experience.

Business needs drive the creation of reports and dashboards that inform enrollment decisions.

Leads and contacts are imported using Data Import Wizard and Data Loader to keep records current.

Staff receive training and materials to use Salesforce effectively within enrollment workflows.

Data defects are documented with story-based cases for the Technology team to resolve.

Data analysis supports requirements and reporting for enrollment initiatives.

New users are added, and roles, profiles, and permissions are monitored and managed.

Requirements

Two or more years of business analyst experience developing business and functional requirements, conducting User Acceptance Testing, and training end users.

Experience crafting requirements for CRM projects or implementations.

Point-and-click administration of mission-critical systems such as CRM platforms is required.

Prior education sector experience is expected given the focus on schools.

Previous CRM administration on Salesforce or Microsoft Dynamics is preferred.

Agile methodology experience and project management skills are advantageous for this position.

A Salesforce Administrator certification is required, with Salesforce Business Analyst Certification and Salesforce Platform App Builder certification recommended.

Practical notes

Exact compensation may vary by skills and experience within the stated range.

This role is not eligible for bonuses.

Success Academy Charter Schools is an equal opportunity employer; Typical interview steps

Analyst interviews often include a SQL or spreadsheet exercise, a case question, and behavioral rounds. Candidates may be asked to analyze a dataset, define a metric, or estimate an outcome. Presenting findings clearly is tested as often as the analysis itself. Interviewers often test speed and clarity with a timed exercise. Explaining what the numbers mean, not just what they are, is the differentiator.

Good to know

Success Academy operates a network of public charter schools focused on rigorous, whole-child education.

The role centers on Salesforce tools such as Sales Cloud, Service Cloud, and Marketing Cloud.

Data quality, governance, and migration are central to the daily work.

Problem-solving, prioritization, and agile project management support the enrollment lifecycle.

Questions to ask

Useful questions for the interview: what a typical week looks like, how work is assigned, what tools the team uses, and how feedback works. Asking how the role has changed recently and what the team wishes it had known when joining is also reasonable. Questions about the manager's priorities are especially valued.

Career growth

Analyst careers can grow into senior analyst, analytics manager, or data science roles. Some analysts move into product or business operations. Deeper technical skills or broader business ownership are the two main paths. Analyst roles are a common on-ramp into product, marketing, or operations leadership. Building deep domain knowledge alongside analytics is the fastest path.