Salesforce Business Analyst

ABOUT THE ROLE

We are looking for a Salesforce Business Analyst to join a client-facing delivery team in a hands‑ons role bridging business stakeholders and technical delivery. This is a fully remote engagement open to candidates based in the US or Canada.

• Lead requirements gathering sessions, workshops, and stakeholder interviews to understand business needs
• Document functional requirements, user stories, acceptance criteria, and process flows
• Analyze existing business processes and identify opportunities for improvement through Salesforce
• Maintain a clear backlog of requirements and keep stakeholders aligned on priorities

• Partner with architects and developers to translate requirements into Salesforce solutions
• Configure Salesforce where appropriate, including flows, validation rules, page layouts, reports, and dashboards
• Support solution design decisions with clear rationale grounded in business and platform considerations
• Participate in design reviews and help maintain delivery standards across the team

• Act as the main point of contact between business stakeholders and the delivery team
• Support UAT planning, test case creation, and defect triage
• Contribute to training materials, user guides, and rollout activities
• Document decisions, processes, and solution designs so knowledge stays with the team

• 3+ years of experience as a Business Analyst with a strong focus on Salesforce
• Hands‑on experience with Salesforce Sales Cloud and Service Cloud
• Strong requirements gathering, process mapping, and documentation skills
• Comfortable with Salesforce declarative configuration (flows, validation rules, reports, dashboards, page layouts)
• Must be based in the US or Canada
• Strong written and verbal communication skills

• Requirements gathering techniques, user story writing, and acceptance criteria definition
• Process mapping using BPMN, flowcharts, or similar notation
• Sales Cloud and/or Service Cloud functional knowledge (lead/opportunity/case lifecycle, automation, reporting)
• Familiarity with Salesforce data model, security model, and sharing
• Experience supporting UAT cycles and managing defect resolution

• Salesforce Administrator certification
• Salesforce Business Analyst certification
• Experience working within consulting or client-facing delivery environments
• Exposure to Agile delivery and tools like Jira or Azure Dev Ops
• Experience on projects involving integrations, data migration, or Marketing Cloud / CPQ

• A track record of running effective discovery and leaving projects with clear, usable documentation
• Ability to work independently while contributing positively to a collaborative team environment
• Clear communication skills and comfort working directly with business and technical stakeholders
• A delivery-oriented mindset with attention to quality and detail