Salesforce Business Analyst
Key Responsibilities
• Gather, document, and analyze business requirements through workshops, interviews, and observation.
• Translate business requirements into functional specifications and user stories.
• Serve as a liaison between business stakeholders and technical teams (developers, architects, testers).
• Configure Salesforce objects, workflows, approval processes, and other declarative features as needed.
• Drive and manage continuous improvement of Salesforce functionality and data integrity.
• Conduct gap analysis and propose Salesforce enhancements to improve business efficiency.
• Participate in planning, testing, training, and deployment of Salesforce solutions.
• Support data migrations, integrations, and system upgrades.
• Collaborate with Salesforce Developers and Admins to design and implement solutions.
• Provide post-implementation support and user training.
• Maintain system documentation and training materials.
Required Skills & Experience
• 5+ years of experience as a Business Analyst with at least 3 years focused on Salesforce.
• Strong understanding of Salesforce Sales Cloud, Service Cloud, and platform capabilities.
• Experience with Salesforce configuration and basic administration (no coding required).
• Proven experience writing user stories, acceptance criteria, and process flows.
• Excellent analytical and problem-solving skills.
• Strong communication skills with the ability to present complex ideas to non-technical stakeholders.
• Experience with Agile methodologies and tools such as Jira, Confluence, or Trello.
• Knowledge of data management and reporting within Salesforce.
Preferred Qualifications
• Salesforce Administrator (ADM 201) Certification.
• Salesforce Business Analyst Certification (optional but beneficial).
• Experience with CPQ, Marketing Cloud, or other Salesforce modules is a plus.
• Familiarity with third-party tools and integrations (e.g., MuleSoft, Tableau CRM).
Worktype
- Onsite