Salesforce BA​/PM

Overview

Business Analyst / Project Manager – Salesforce Implementation.

Location:

Nashville, TN.

Position Overview:

Seeking an experienced Business Analyst/Project Manager with deep Salesforce expertise to lead requirements development and manage external development teams for our legal staffing platform. This role is 80% focused on Salesforce implementation and optimization, with additional responsibility for coordinating integrations with our .NET APIs, React portals, and web properties. You ll bridge business operations and technical implementation, translating recruiting workflows into detailed technical specifications and ensuring seamless data flow across our technology ecosystem.

• Salesforce Requirements Development & Documentation (Primary Focus)
  • Conduct stakeholder interviews with recruiters, account managers, and operations staff to identify Salesforce-related business needs and pain points
  • Document current-state Salesforce configurations and design future-state workflows
  • Write detailed user stories and technical requirements for Salesforce developers, including acceptance criteria, edge cases, and technical constraints
  • Create process flow diagrams, Salesforce data models, and custom object architecture documentation
  • Maintain requirements traceability matrix linking business needs to Salesforce solutions
  • Define and document Salesforce data migration requirements, including mapping and transformation rules
  • Document Salesforce automation requirements (Flows, Process Builder, Apex triggers, validation rules)
  • Develop wireframes and UI/UX specifications for Lightning components and custom page layouts
  • Create detailed specifications for Salesforce reports, dashboards, and analytics requirements
• Integration & Cross-Platform Requirements (Supporting Focus)
  • Document integration requirements between Salesforce and external systems (.NET APIs, React portals, Word Press sites)
  • Define API contracts and data schemas for Salesforce ↔ external system integrations
  • Map data flows and transformations across platforms to ensure consistency
  • Specify webhook configurations, event-driven workflows, and real-time sync requirements
  • Coordinate requirements for .NET APIs that consume or provide data to Salesforce
  • Define specifications for React portal features that integrate with Salesforce data
  • Document authentication and authorization patterns for cross-system access
• Project & Vendor Management
  • Manage external Salesforce development contractors, including work assignment, quality review, and deliverable acceptance
  • Coordinate contractors working on integration projects (.NET, React) to ensure alignment with Salesforce architecture
  • Develop and maintain project plans with clear milestones, dependencies, and resource allocation
  • Facilitate sprint planning, backlog grooming, and retrospectives focused on Salesforce deliverables
  • Track project progress, identify risks and blockers, and escalate issues appropriately
  • Coordinate UAT (User Acceptance Testing) with business stakeholders and document results
  • Manage change requests and scope adjustments through formal approval processes
  • Coordinate Salesforce deployments and release management activities
• Technical Coordination
  • Partner with IT leadership on Salesforce solution architecture decisions and technical approach
  • Review Salesforce configurations, customizations, and integrations for alignment with requirements and best practices
  • Validate that delivered Salesforce solutions meet business requirements, performance standards, and quality criteria
  • Coordinate integration points between Salesforce and external systems, ensuring data consistency
  • Work with developers to define API contracts for Salesforce integrations
  • Understand and document technical dependencies between Salesforce and other applications

• Salesforce Expertise (Critical)
  • 3+ years writing technical requirements for Salesforce implementations in a BA or similar role
  • Deep understanding of Salesforce architecture including standard and custom objects, fields, relationships, record types, page layouts
  • Strong knowledge of Salesforce automation:
    Flows, Process Builder, Workflow Rules, validation rules, formula…