Salesforce Business Analyst

Employment Type: Full-TimeIndustry/Domain: IT Services & Consulting – CRM / Cloud Solutions

Role Overview 089

Salesforce Business Analyst / Salesforce Consultant

Key Responsibilities

• Gather and document business requirements through stakeholder interviews, workshops, and business process analysis.
• Analyze existing business processes and recommend Salesforce-driven improvements.
• Translate business needs into functional specifications, user stories, and use cases.
• Collaborate with Salesforce administrators, developers, and architects to design and deliver scalable solutions.
• Prepare and maintain detailed documentation including process maps, functional specifications, and solution designs.
• Support and lead testing efforts, including test case preparation, UAT planning, and execution.
• Conduct user training sessions and create adoption/enablement materials.
• Act as a liaison between business stakeholders and technical teams to ensure solution alignment.
• Monitor system usage, adoption, and performance; recommend enhancements and optimizations.
• Stay updated with Salesforce platform releases and industry best practices, advising on solution improvements.
  

Must-Have Skills

• Minimum 3 years of experience as a Business Analyst, with strong exposure to Salesforce environments.
• In-depth knowledge of Salesforce products including Sales Cloud, Service Cloud, and Experience Cloud.
• Proven expertise in gathering, analyzing, and translating business requirements into Salesforce solutions.
• Strong documentation skills: user stories, functional specifications, and process flows.
• Experience in Agile/Scrum methodologies.
• Excellent communication and stakeholder management skills.
• Hands-on experience in test case preparation and UAT coordination.
• Salesforce Certified Business Analyst and Salesforce Administrator Certification.
• Experience as a Salesforce Release Manager – Sales / Service. (Financial Services Cloud and Pardot – good to have)