About this role
Salesforce Business Analyst
Job Summary
We are seeking an experienced Salesforce Business Analyst to bridge the gap between business needs and Salesforce solutions. This role will work closely with business stakeholders, Product Owners, Salesforce Administrators, Architects, Developers, and QA teams to understand business processes, translate requirements into functional solutions, and support the continuous improvement of the Salesforce platform.
The ideal candidate combines strong business analysis and stakeholder management skills with hands-on Salesforce knowledge. The successful candidate will have experience with requirements gathering, process mapping, user stories, functional design, UAT, Agile delivery, and Salesforce CRM capabilities.
Key Responsibilities
- Partner with business stakeholders to understand business objectives, challenges, processes, and Salesforce-related requirements.
- Gather, analyze, document, validate, and prioritize business and functional requirements.
- Translate business requirements into:
User stories
- Acceptance criteria
- Functional specifications
- Business requirements
- Process flows
- Use cases
- Facilitate discovery sessions, workshops, stakeholder interviews, and requirements validation meetings.
- Analyze existing business processes and identify opportunities for simplification, automation, and optimization using Salesforce capabilities.
- Collaborate closely with Salesforce Administrators, Developers, Architects, Product Owners, and QA teams throughout the solution lifecycle.
- Support the functional design and configuration of Salesforce solutions.
- Evaluate business requirements against Salesforce standard capabilities and help determine whether configuration, customization, or integration is required.
- Participate in backlog refinement, sprint planning, UAT, release validation, and defect triage within Agile environments.
- Coordinate and support User Acceptance Testing (UAT) , including test scenario definition, execution support, defect identification, and business validation.
- Maintain functional documentation, business process documentation, requirements traceability, and solution documentation.
- Act as a liaison between technical teams and business stakeholders to ensure clear communication and alignment.
- Support the adoption of new Salesforce functionality through documentation, training, and change management activities.
- Identify opportunities to improve Salesforce processes, user experience, and overall CRM effectiveness.
Required Qualifications
- Proven experience as a Business Analyst working directly with Salesforce implementations, enhancements, or transformation initiatives .
- Strong understanding of Salesforce CRM concepts, including:
Data model
- Standard and custom objects
- Fields
- Workflows and automation
- Profiles, roles, and permissions
- Reports and dashboards
- Hands-on experience with Sales Cloud and/or Service Cloud .
- Strong experience with business requirements elicitation, analysis, documentation, and validation.
- Demonstrated ability to create user stories, acceptance criteria, functional specifications, use cases, and process flows.
- Experience working in Agile/Scrum environments .
- Experience supporting UAT and business validation activities.
- Strong stakeholder management, facilitation, and communication skills.
- Ability to communicate effectively with both business and technical audiences.
- Excellent analytical, problem-solving, and documentation skills.
- Ability to understand business challenges and translate them into practical Salesforce solutions.
- Advanced or fluent English for communication with global stakeholders.
- Salesforce Hands-on Experience: Strongly required
Nice to Have
- Experience with additional Salesforce products, such as:
Experience Cloud
- Marketing Cloud
- Revenue Cloud
- Data Cloud
- Understanding of Salesforce integrations, APIs, and enterprise integration concepts .
- Experience with tools such as Jira, Confluence, Azure DevOps, Miro, or Lucidchart .
- Experience supporting large-scale Salesforce implementations or global CRM transformation programs.
- Knowledge of data migration, data quality, data mapping, and Salesforce reporting.
- Experience with business process modeling methodologies such as BPMN .
- Exposure to organizational change management and Salesforce user adoption initiatives.
Preferred Salesforce Certifications
One or more of the following certifications would be an advantage:
- Salesforce Certified Business Analyst
- Salesforce Certified Administrator
- Salesforce Platform App Builder