Business Systems Analyst (Salesforce)

About Genea:

As leaders in property technology, Genea provides cloud-based physical security, submeter billing and on-demand HVAC solutions to over 1 million users across 39 countries. But Genea is more than just a workplace. We’re a mission-driven team that collaborates, innovates, and engineers the prop-tech solutions of tomorrow to solve the challenges of today. We pride ourselves on fostering an environment of teamwork, transparency, and authenticity, where you can be yourself. But don’t take our word for it. Genea has been recognized as a Top Workplace in 2021-2025, with a rating of 4.3 out of 5 stars on Glassdoor. Our team members love our competitive benefits, including 401k matching, PTO, 100% paid parental leave, remote work options, and development/training opportunities.

 

Job Overview:

Genea is looking for a sharp, systems-minded Business Systems Analyst to serve as a cross-functional partner bridging our Sales, Sales Operations, Marketing, Post-Sales and Product teams. This is a high-impact, cross-functional role for someone who thrives at the intersection of business strategy, process, automation and technology—someone who can walk into a poorly defined or misunderstood process, map it out, identify the pain points, and come back with a clear plan to fix it, with a future state that leverages automation and artificial intelligence.

Reporting directly to Sales Leadership, you will own the requirements, roadmap, and governance of Genea’s internal commercial tech stack—anchored by Salesforce CRM—and act as a project manager and internal business consultant to drive operational efficiency, data integrity, and scalable tooling across our revenue organization. You’ll be the person who translates what our teams need into systems that actually work, and who keeps every stakeholder aligned from kickoff through go-live.

You aren't just a builder; you are an internal architect and strategic advisor. You will act as a Business Consultant to our GTM leadership, proactively identifying operational friction and proposing high-impact technology solutions. You are expected to dive deep into 'messy' processes, facilitate discovery workshops with stakeholders, and translate ambiguous business goals into a structured, scalable systems roadmap.

 

 

Duties and Responsibilities

• Serve as the primary business systems owner for Salesforce CRM and Genea’s broader internal commercial tech stack, including integrated tools such as HubSpot, Avoma, workflow automation platforms, and internal quoting and spec tools.
• Partner with Marketing, Sales, Sales Operations, Post-Sales, Finance and Product teams to gather, document, and prioritize business requirements for system enhancements, new tool implementations, and process improvements.
• Translate business needs into structured requirements: user stories, process maps, data flow diagrams, and functional specifications that can be handed off to developers, administrators, or vendors.
• Lead end-to-end project management for internal systems initiatives—from stakeholder alignment and scoping through configuration, QA, training, and change management.
• Act as a 'challenger' to stakeholders; evaluate requested features against long-term architectural health and ROI, offering alternative solutions that prioritize simplicity and automation.
• Design and lead the 'human' side of system rollouts—including executive alignment, user adoption strategies, and impact measurement—to ensure technical deployments result in actual business value.
• Maintain and continuously optimize Salesforce CRM data architecture, workflows, validation rules, reports, and dashboards to support GTM decision-making and pipeline visibility.
• Identify and close process gaps and inefficiencies across the revenue funnel; design and implement scalable solutions that reduce manual work and improve data quality.
• Analyze and optimize the hand-offs between Sales, Finance, and Post-Sales to ensure a seamless 'Quote-to-Cash' and 'Onboarding' experience, removing friction for both internal teams and Genea’s customers.
• Serve as Genea’s primary Salesforce administrator, owning day-to-day configuration, Flow Builder automation, user management, and system health; act as the internal point of contact for any third-party developers or IT/engineering resources engaged on commercial systems projects.
• Govern data quality standards across CRM and connected systems; design