Salesforce Business Analyst

Job Summary:

As a Salesforce Business Analyst, you will be responsible for driving the successful analysis, design, and delivery of Salesforce solutions that align with business objectives. In this capacity, you will serve as a subject matter expert and proxy client product owner in Salesforce functionality and business process optimization, partnering closely with stakeholders to translate strategic goals into scalable system requirements. You will lead discovery efforts, provide process recommendations, support implementation activities, and ensure user adoption through effective communication, documentation, and cross‑functional collaboration.

• Leading discovery sessions to gather, analyze, and document business and system requirements
• Translating business requirements into user stories, acceptance criteria, and process flows
• Collaborating with stakeholders to identify gaps, inefficiencies, and opportunities for process improvement
• Working closely with Salesforce Administrators, Developers and Architects to design scalable solutions using standard and custom functionality
• Supporting integration efforts by documenting data mapping and system interaction requirements
• Creating and maintaining comprehensive documentation including business process flows, requirements documentation, user stories, and test scripts
• Coordinating and facilitating User Acceptance Testing (UAT), tracking defects, and ensuring issue resolution
• Developing reports and dashboards to support business insights and decision‑making
• Providing end‑user training, support materials, and adoption strategies
• Managing requirements backlog, facilitating backlog prioritization, documenting requirements changes, and ensuring alignment throughout the project lifecycle
• Advising stakeholders on Salesforce best practices, platform capabilities, and release updates
• Accurately estimating effort for analysis and documentation tasks

* Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

• Superior organizational skills with the ability to manage multiple priorities and meet deadlines
• Strong verbal and written communication skills to effectively engage technical and non‑technical stakeholders
• Ability to translate complex business requirements into clear functional specifications
• Strong analytical and problem‑solving skills with attention to detail
• High level of self‑motivation and ability to work independently as well as collaboratively within cross‑functional teams
• Comfort working in a fast‑paced, evolving environment with changing priorities
• Ability to facilitate meetings, workshops, and stakeholder discussions confidently
• Strong documentation skills including process mapping and requirements writing
• Ability to quickly learn new tools, technologies, and Salesforce features
• Critical thinking skills with the ability to identify gaps, risks, and improvement opportunities
• Strong interpersonal skills and ability to build relationships across all levels of the organization
• Commitment to delivering high‑quality solutions aligned with business objectives
• Willingness and ability to travel periodically (on average 25% of the time) to client sites, sometimes on short notice

• 3+ years of experience as a Business Analyst in the Salesforce ecosystem
• Experience gathering and documenting business and system requirements (user stories, acceptance criteria, etc.)
• Experience facilitating User Acceptance Testing (UAT) and end‑user training sessions
• Salesforce Business Analyst Certification
• Sales Cloud Consultant and/or Service Cloud Consultant

• Remaining in a stationary position, often standing or sitting for prolonged periods
• Repeating motions that may include the wrists, hands and/or fingers
• Moving about to accomplish tasks or moving from one work site to another

Job Type: Full‑Time Exempt

Job Function:
Information Technology

Locations: USA