Salesforce Business Analyst
Listed on 2026-06-19
-
IT/Tech
CRM System, Business Systems/ Tech Analyst, IT Business Analyst, Data Analyst
Job Title:
Senior Business Analyst - Salesforce
Location:
Toronto, ON
Work Style:
Hybrid (2 days per week in-person at Toronto office preferred)
Skills:
Business Analysis:
Digital :
Salesforce Administration and Functional Design:
Change Management Experience
Required:
6-8
We are looking for a highly skilled Salesforce Business Analyst to lead requirement analysis, solution design, and delivery across Salesforce platforms (Sales Cloud, Service Cloud, Experience Cloud, etc.). The role requires deep expertise in business process mapping, CRM strategy, and Salesforce capabilities, ensuring alignment between business needs and scalable technical solutions.
Key ResponsibilitiesBusiness Analysis & Stakeholder Engagement
Partner with business stakeholders to capture, analyze, and refine complex business requirements.
Facilitate workshops, discovery sessions, and stakeholder interviews.
Translate business needs into user stories, process flows, and functional specifications.
Act as a bridge between business, product owners, and Salesforce technical teams.
Design scalable Salesforce solutions utilizing:
- Sales Cloud (Lead, Opportunity, Forecasting)
- Service Cloud (Case Management, Omni-channel)
- Experience Cloud (Communities/Portals)
Define object models, data structures, and automation strategies.
Collaborate with Salesforce Architects and Developers to ensure best practices.
Process Optimization & Automation
Analyze current CRM processes and identify automation and optimization opportunities.
Flow Builder (Screen Flows, Record-triggered Flows), Workflow Rules (legacy understanding), Process Builder (migration awareness).
Ensure solutions follow Salesforce governor limits and performance standards.
Requirements & Documentation
Develop and maintain Business Requirement Documents (BRD), Functional Specification Documents (FSD), data mapping and process diagrams.
Maintain traceability matrix across requirements, design, testing, and deployment.
Agile Delivery & Product Ownership Support
Work in Agile/Scrum teams as a BA or proxy Product Owner.
Lead backlog refinement, sprint planning, and prioritization.
Ensure timely delivery of features aligned with business value.
Data Analysis & Integration
Define data models, relationships, and validation rules.
Work with integration teams for REST/SOAP APIs, Middleware (Mule Soft, Boomi).
Ensure data integrity, governance, and security compliance.
Testing & UAT Management
Define test strategies, test cases, and acceptance criteria.
Lead User Acceptance Testing (UAT) and ensure business sign-off.
Validate Salesforce configurations and customizations.
Reporting & Analytics
Design and develop Salesforce reports and dashboards, KPI tracking mechanisms.
Provide business insights using CRM analytics.
Change Management & Training
Support change management initiatives and user onboarding.
Develop training materials and conduct workshops.
Provide post-go-live support and continuous improvements.
- Business Administration
- Information Systems
- Computer Science or related field
- 5–8+ years of experience as a Business Analyst in CRM or enterprise systems.
- 3+ years working with Salesforce platform.
- Strong understanding of Salesforce Data Model (Standard & Custom Objects), Security Model (Profiles, Roles, Sharing Rules), Automation Tools (Flows, Process Builder).
- Familiarity with API and integration patterns, Release management (CI/CD tools like Copado, Gearset).
- Experience with JIRA, Azure Dev Ops, Rally, Confluence, Lucidchart, Visio.
- Strong communication and influencing skills.
- Exceptional analytical and problem-solving ability.
- Ability to manage multiple stakeholders and priorities.
- Strong business acumen and CRM strategy understanding.
- Salesforce Business Analyst Certification
- Salesforce Advanced Administrator (preferred)
- Lightning Experience (LWC awareness is a plus).
- CPQ (Configure Price Quote).
- Marketing Cloud / Pardot (Account Engagement).
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search: