IT Business Analyst (Salesforce CRM and Deltek Costpoint)

Presidio, Where Teamwork and Innovation Shape the Future At Presidio, we're at the forefront of a global technology revolution, transforming industries through cutting-edge digital solutions and next-generation AI. We empower businesses-and their customers-to achieve more through innovation, automation, and intelligent insights. The Role As a Presidio IT Business Analyst within our Business Systems team, you will possess hands-on experience in both Salesforce CRM and Deltek Costpoint. This role bridges business needs with technical solutions - optimizing workflows, improving system integrations, and ensuring data consistency between Salesforce and Costpoint. The ideal candidate is analytical, detail-oriented, and adept at translating complex business requirements into actionable system improvements. You will lead end-to-end business analysis efforts for complex projects, serve as a liaison across business and IT, and guide the design and delivery of scalable solutions. Travel Requirements: This position does not require travel but may ask for up to 5% travel Responsibilities Include: • Serve as a liaison between business stakeholders and technical teams, gathering, documenting, and analyzing business requirements. • Support, maintain, and optimize Salesforce CRM and Deltek Costpoint ERP systems to ensure seamless data flow and accurate reporting. • Analyze and document current business processes, identify gaps, and recommend improvements or automation opportunities. • Collaborate with Finance, Operations, and Sales teams to improve system integrations and ensure data integrity across platforms. • Develop and maintain dashboards, reports, and KPIs to support business decision-making. • Partner with IT and third-party vendors on system enhancements, testing, and deployments. • Manage user training, support, and change management related to system updates or process improvements. • Ensure compliance with company policies, SOX controls, and data governance standards. Required Skills and Professional Experience: • Bachelor's degree (preferably in Business Administration, Information Systems, Accounting) or the equivalent work experience and/or military experience • 3-5 years of business analysis experience in enterprise systems. • Experience with Salesforce (Sales Cloud preferred) - including workflows, reports, dashboards, and user management. • Experience with Deltek Costpoint - including modules for accounting, project management, or billing. • Familiarity with data integration tools (e.g., Dell Boomi, MuleSoft, or similar). • Strong skills in requirements gathering, documentation, and process mapping (Visio, Lucidchart, etc.). • Excellent communication and stakeholder management skills. • Ability to manage multiple priorities in a fast-paced environment. • Strong working knowledge with SQL, technical writing, and BI or reporting tools such as Power BI, Tableau, or Salesforce Analytics. • Advanced in MS Excel, MS Word, MS PowerPoint, and MS Visio / LucidChart. • Experienced in agile software development methodologies and Board management. • Advanced experience with large implementations / third party vendor tools / integrating with ERP, CRM, PSA, and Portal tools. • Salesforce Administrator Certification (ADM201) or higher. • Understanding of government contracting or project-based accounting (if applicable). Your future at PresidioJoining Presidio means stepping into a culture of trailblazers-thinkers, builders, and collaborators-who push the boundaries of what's possible. With our expertise in AI-driven analytics, cloud solutions, cybersecurity, and next-gen infrastructure, we enable businesses to stay ahead in an ever-evolving digital world. Here, your impact is real. Whether you're harnessing the power of Generative AI, architecting resilient digital ecosystems, or driving data-driven transformation, you'll be part of a team that is shaping the future. Ready to innovate? Let's redefine what's next-together. About Presidio At Presidio, speed and quality meet technology and innovation. Presidio is a trusted ally for organizations across industries with a decades-long history of building traditional IT foundations and deep expertise in AI and automation, security, networking, digital transformation, and cloud computing. Presidio fills gaps, removes hurdles, optimizes costs, and reduces risk. Presidio's expert technical team develops custom applications, provides managed services, enables actionable data insights and builds forward-thinking solutions that drive strategic outcomes for clients globally. For more information, visit www.presidio.com • **** Applications will be accepted on a rolling basis. Presidio is an Equal Opportunity / Affirmative Action Employer / VEVRAA Federal Contractor. All qualified candidates will receive consideration for this position regardless of race, color, creed, religion, national origin, age, sex, citizenship, ethnicity, veteran status, marital status, disability, sexual orientation, gender identification or any other characteristic protected by applicable federal, state, and local statutes, regulations, and ordinances. To read more about discrimination protections under Federal Law, please visit: If you have any difficulty using our online system and need an accommodation in the job application process due to a disability, please send an email to [email protected] for assistance. Presidio is a VEVRAA Federal Contractor requesting priority referrals of protected veterans for its openings. State Employment Services, please provide priority referrals to [email protected]. Notice to Massachusetts Candidates: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Recruitment Agencies, Please Note: Presidio does not accept unsolicited agency resumes/CVs. Do not forward resumes/CVs to our careers email address, Presidio employees or any other means. Presidio is not responsible for any fees related to unsolicited resumes/CVs. #LI-PH1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. Apply tot his job