Salesforce Business Operations Analyst

About the role

The Velocity business unit is a fast-moving, start-up-like organization within the broader PTC ecosystem. We support the Onshape and Arena businesses and are focused on building a modern, scalable enterprise back-office powered by Salesforce and cloud-based technologies We are looking for a curious, self-motivated Junior Salesforce Business Analyst to join our growing team. This is a highly visible, people-first role - you will be the connective tissue between our Salesforce platform and the people who depend on it every day. Whether you are a tech-savvy power user ready to formalize your Salesforce skills, or a junior administrator eager to step into a more client-facing environment, this role gives you a structured path to grow. You will spend a meaningful portion of your time engaging directly with stakeholders and end users - gathering feedback, solving day-to-day platform challenges, translating business needs into Salesforce solutions, and building trust across the organization. You do not need to have mastered every feature on day one. What matters most is that you are genuinely excited to learn, comfortable asking questions, and energized by helping people work smarter. This is a hybrid role based in Boston, MA. In-office presence is required to support collaboration, mentorship, and ongoing team engagement.

Responsibilities

• Stakeholder Engagement & User Support
• Serve as a day-to-day point of contact for Salesforce end users, triaging requests, answering questions, and resolving platform issues in a timely and manner.
• Partner with team leads, managers, and department stakeholders to understand business needs and translate them into actionable Salesforce configurations.
• Gather and synthesize user feedback to identify recurring pain points and surface improvement opportunities to senior analysts or leadership.
• Platform Administration & Configuration
• Manage user accounts, profiles, roles, permission sets, and sharing rules to ensure the right people have the right access.
• Support the configuration of standard and custom Salesforce objects (Accounts, Contacts, Leads, Opportunities) as business needs evolve.
• Begin building and iterating on Flows to automate routine business processes - guided by senior team members as your skills develop.
• Continuous Improvement
• Stay current with Salesforce releases, new features, and best practices, proactively identifying capabilities that could benefit the organization.
• Contribute to sandbox testing of new features and configurations before deploying to production.
• Technical Requirements
• Required
• Exposure to Sales Cloud or Service Cloud in a professional or hands-on learning context.
• Hands-on familiarity with core Salesforce objects, fields, page layouts, record types, and validation rules.
• Experience building or maintaining Salesforce reports and dashboards.
• Exposure to Salesforce Flows - you understand what they do and have begun experimenting with them, even if you have not yet built complex automation independently.

Requirements

• Salesforce Certified Administrator (ADM-201) credential, or actively working toward certification at time of application.
• Experience with third-party integrations (e.g., HubSpot, Outreach, DocuSign, ZoomInfo) or middleware tools.
• Working knowledge of user management: profiles, roles, permission sets, and sharing settings.
• Comfort working with data: CSV imports/exports, data hygiene practices, and basic understanding of data relationships within Salesforce.
• Additional Requirements
• Natural Curiosity
• You find yourself exploring "What if I tried it this way?" on your own time - whether that is tinkering in a Trailhead playground, clicking through Salesforce release notes, or Googling a problem because you just have to understand how it works.
• You ask thoughtful questions before diving in and are comfortable sitting with ambiguity while you work toward a solution.
• You see work tickets or stakeholder request as an opportunity to learn something new about the business, not just a task to close.
• Self-Directed Learning
• You do not wait for someone to hand you a training plan. You have used Trailhead, YouTube, the Salesforce community, or peer networks to build skills on your own terms.
• People & Communication Skills
• You communicate clearly and patiently with non-technical colleagues
• You know when to listen before yo

Additional Information

Our world is transforming, and PTC is leading the way. Our software brings the physical and digital worlds together, enabling companies to improve operations, create better products, and empower people in all aspects of their business. Our people make all the difference in our success. Today, we are a global team of nearly 7,000 and our main objective is to create opportunities for our team members to explore, learn, and grow - all while seeing their ideas come to life and celebrating the differences that make us who we are and the work we do possible. Junior Salesforce Business Analyst Location: Boston, MA - hybrid

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