Salesforce BA

The Role

As a Salesforce Business Analyst, you will be the vital link between our business stakeholders and the Salesforce development team. You will be responsible for discovering, analyzing, and documenting business requirements, and then designing and guiding the implementation of solutions on the Salesforce platform. Your ability to understand both business processes and Salesforce capabilities will be key to our success.

Key Responsibilities

Requirements Elicitation & Analysis (40%)

• Conduct workshops and interviews with business stakeholders (from end-users to executives) to gather and prioritize business requirements.
• Analyze and document complex business processes, identifying gaps and opportunities for improvement using Salesforce.
• Translate business needs into clear, concise, and actionable user stories, process flows, and functional requirements.

Solution Design & Documentation (30%)

• Create detailed user stories with well-defined acceptance criteria, ready for the development team.
• Design and document solution proposals, including configuration (clicks) vs. code (custom development) options, weighing the pros and cons of each.
• Work closely with Salesforce Architects and Developers to ensure solutions are technically sound and aligned with the platform best practices.
• Maintain and manage the product backlog for your assigned business units.

Testing, Training & Support (20%)

• Develop and execute test plans, including User Acceptance Testing (UAT), to ensure solutions meet the defined requirements.
• Facilitate UAT sessions with business users and gather feedback for iterations.
• Create and deliver training materials and conduct training sessions for end-users on new features and functionalities.
• Provide post-launch support and act as a tier-2 point of contact for troubleshooting functional issues.

Stakeholder Management & Communication (10%)

• Act as the primary point of contact for business stakeholders regarding Salesforce capabilities and projects.
• Communicate project status, updates, and potential risks effectively to both technical and non-technical audiences.
• Manage stakeholder expectations and foster strong, collaborative relationships.

Required Qualifications & Experience

• Certifications:
  • Must Have: Salesforce Administrator Certification.
• Experience:
  • 5+ years of experience as a Business Analyst, with at least 2 years focused on the Salesforce platform.
  • Proven experience gathering requirements and designing solutions for at least two major Salesforce clouds (e.g., Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud).
  • Hands-on experience with Salesforce configuration (e.g., Flows, Process Builder, Object & Field setup, Permission Sets, Reports & Dashboards).
  • Strong skills in creating user stories, process flow diagrams, and functional design documents.
• Skills:
  • Exceptional written and verbal communication skills.
  • Strong analytical and problem-solving skills with a keen attention to detail.
  • Ability to facilitate meetings and lead requirement-gathering sessions.

Preferred Qualifications

• Certifications:
  • Salesforce Advanced Administrator Certification.
  • Salesforce Business Analyst Certification.
  • Any Salesforce Consultant (e.g., Sales, Service) or Platform App Builder certification.
• Experience:
  • Experience working in an Agile/Scrum environment.
  • Familiarity with project management and Agile tools like Jira.
  • Basic understanding of Salesforce data model and security concepts.
  • Experience with data migration and data quality principles.