Salesforce Technical BA

About Convene Inc.

Convene, Inc. is a Tampa based, award‑winning technology services organization with offices and resources throughout the US, Mexico, and India. We have successful, referenceable customers, competitive benefits, and high‑growth opportunities.

The Technical Business Analyst will partner with product owners, requestors, and cross‑functional teams to gather requirements, validate processes, define scope, and support solution delivery across Salesforce initiatives. This role requires strong Salesforce platform experience and CPQ expertise, with the ability to analyze business needs, translate them into technical requirements, support QA/UAT, and produce clear documentation of current and future‑state processes. The Technical Business Analyst will collaborate closely with technical and business stakeholders to ensure projects are well‑defined, aligned, and successfully executed.

• Provide support to cross‑functional teams with strong attention to detail
• Research, analyze, and document findings across business and system processes
• Document and distribute new or revised processes and procedures resulting from project efforts
• Analyze business problems and recommend actionable, scalable solutions
• Write user stories with detailed acceptance criteria
• Create and implement solution designs aligned with business needs
• Build and manage project plans when applicable
• Test solution designs, manage QA and UAT cycles, and verify results
• Maintain detailed records of initiatives, decisions, and solution outcomes
• Perform system demos, support UAT, and conduct user training
• Facilitate user acceptance and sign‑off
• Perform a variety of tasks requiring creativity, adaptability, and problem‑solving
• Review, analyze, and evaluate market data and trends
• Work with stakeholders to document requirements, define scope/objectives, and provide recommendations on next steps

• 4+ years of hands‑on Salesforce experience
• Strong Salesforce CPQ (Steel Brick) knowledge including product configuration, bundles, pricing, rules, approvals, quote templates, and Q2C processes
• Ability to work independently on projects and processes with general supervision
• Ability to quickly adapt to new technologies and processes
• Excellent oral and written communication skills for both technical and non‑technical audiences
• Strong analytical, documentation, and people skills
• Well‑versed in Agile, Waterfall, and SCRUM methodologies
• Ability to communicate difficult or sensitive information tactfully
• Ability to manage multiple priorities and projects simultaneously
• Strong problem‑solving abilities
• Ability to meet deadlines
• Team‑oriented with the ability to build positive, collaborative relationships
• Familiarity with relational database concepts and client‑server concepts
• Financial analysis skills and familiarity with financial terminology
• Familiarity with SharePoint, Smartsheet, and Jira

• Experience with Sales Cloud
• Experience with Service Cloud
• Experience with Experience Cloud
• Exposure to Salesforce integrations, automation (Flows), and platform best practices

Bachelor’s degree in a related field or equivalent business experience; 4+ years of related professional experience; 4+ years of experience working with Salesforce Platform.