Salesforce Business Analyst

ABOUT R S INFOCON:

R S Info Con, Inc. (RSI) is a global management and information technology software development company. With a strong Supply Chain focus and an emphasis in ERP (Oracle, SAP, MS Dynamics) CRM (Salesfoce, MS Dynamics), we design and successfully implement solutions for our clients in a variety of different industries and geographies. We strive to help our clients improve their operational performance, deliver their products and services more effectively, and grow their businesses.

We consider each of our clients to be unique, and strive to design solutions which are specific to their business needs. Utilizing our global delivery model, RSI works to deliver projects using a variety of delivery modes.

The Salesforce Business Analyst will serve as the bridge between business stakeholders and technical delivery teams to define, document, prioritize, and deliver scalable Salesforce CRM solutions. This role will partner with Sales, Customer Service, Marketing, Operations, Finance, IT, and external implementation partners to analyze business processes, gather requirements, translate needs into Salesforce user stories, support configuration and integration design, and ensure successful adoption of Salesforce capabilities across the organization.

The ideal candidate combines strong business analysis skills, hands-on Salesforce platform knowledge, excellent communication, and practical experience supporting CRM transformation, process improvement, reporting, data quality, and system enhancement initiatives.

• Understand current-state business processes and identify opportunities to improve efficiency, automation, user experience, and data quality within Salesforce.
• Capture business requirements and convert them into clear functional specifications, user stories, acceptance criteria, process flows, and solution documentation.
• Support Salesforce roadmap planning by helping prioritize enhancements based on business value, effort, risk, dependencies, and operational impact.
• Work with administrators, developers, architects, QA, data teams, and integration teams to deliver solutions that are scalable, secure, maintainable, and aligned with Salesforce best practices.
• Enable adoption through user training, change management support, release communications, and post-production support.
• Key Responsibilities Business Analysis and Requirements Management
• Partner with stakeholders to elicit, analyze, validate, and document business needs across lead-to-cash, service-to-resolution, customer onboarding, order management, reporting, and related CRM processes.
• Facilitate workshops, interviews, discovery sessions, and process walkthroughs to understand pain points, business rules, user roles, handoffs, and data dependencies.
• Create business requirements documents, functional requirements, user stories, use cases, acceptance criteria, decision logs, and traceability matrices.
• Translate complex business needs into actionable Salesforce requirements for configuration, automation, data model changes, reporting, integrations, and custom development.
• Identify gaps between current Salesforce capabilities and desired business outcomes; recommend practical solutions or phased delivery options.

• Collaborate with Salesforce Administrators, Developers, Technical Architects, and Product Owners to design solutions using standard Salesforce functionality wherever possible.
• Support configuration design for objects, fields, page layouts, record types, validation rules, flows, approval processes, permission sets, reports, dashboards, and Lightning pages.
• Participate in integration discussions with ERP, marketing automation, customer portals, data warehouses, middleware, EDI, and third-party applications.
• Document solution designs, data mappings, field definitions, workflow logic, security considerations, and process impacts.
• Assess downstream impacts of proposed changes on data quality, reporting, integrations, automation, user roles, and existing business processes.

• Support Agile ceremonies including backlog refinement,…