Salesforce Business Analyst

5 years

0 Lacs

Posted:8 hours ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As CRM Business Analyst at Tradu, you will have the exciting opportunity to be a key go-to person for our robust Salesforce CRM ecosystem. Emphasis will be on working with internal SMEs/Managers/Developers on developing new features and improving existing features, workflows, and platform functionalities.


Primary responsibilities (not limited to)

  • Be a first point of contact for new feature requests and changes to existing features, including conducting research to reach optimal solutions
  • Create user stories for feature development, including documenting technical specifications, acceptance criteria, and test cases
  • Collaborate with Developers, Administrators, and business stakeholders to refine user stories ahead of development and/or configuration
  • Partner with Developers and Administrators to design, build, test, and deploy platform solutions for business stakeholders
  • Communicate project deliverables, project and development timelines, and feature-related information to team members, stakeholders, and management
  • Collaborate with business subject matter experts to assess business processes and identify opportunities to transfer processes to the Salesforce platform and/or optimize existing processes within the platform
  • Master customization and automation functions to enable Tradu to provide outstanding client service through excellent automated solutions
  • Gather and analyze data to help identify automation opportunities, determine feature deliverables, and gauge success of implemented solutions
  • Oversee user acceptance testing for major features and projects to ensure quality software delivery
  • Work closely with CRM management to understand product roadmap and deliver excellent features based on a prioritized list of feature requests
  • Manage several projects simultaneously to help move product roadmap forward
  • Facilitate meetings with team members and business stakeholders to move feature delivery and projects forward
  • Create and maintain project and feature documentation, including project scope, key decisions, risks, lessons learned, process workflows, and relevant feature/process knowledge capture
  • Master Jira and Confluence to ensure up-to-date documentation, with automation implemented to automate documentation where appropriate
  • Provide both internal and external training on CRM features, processes, releases, and products
  • Ensure platform security is embedded into all solutions as part of refinement process
  • Manage access and permissions through User Setup, Roles and Role Hierarchy, Profiles, Permission Sets, Public Groups, and Queues, Sharing Rules, and Security
  • Assist with configuration and declarative development, including object, page layout, flow, workflow, approval process, profile, permission set, and role updates.


Requirements

  • 5+ years of experience as a software business analyst or relevant experience
  • Strong attention to detail, with great analytical, problem-solving, collaboration, and communication skills
  • Experience working in a dynamic Agile project delivery environment; Experience with Scrum preferred
  • Fluency in English, both written and oral
  • Excellent written and oral communication skills, with an ability to coordinate between a variety of business roles and personalities
  • Willingness to learn/grow with Salesforce's ever-changing environment


Preferred:

  • Hands-on experience administering and developing Salesforce instances and working with Salesforce related apps
  • Engineering, Computer Science, or programming background
  • Experience managing a small team
  • Business Process Optimization/Management experience strongly preferred
  • Familiarity with Confluence and Jira


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