Elicit, document, and validate business requirements through interviews, workshops, and stakeholder collaboration
Translate business needs into functional requirements, user stories, and clearly defined non-functional requirements
Conduct detailed business analysis to convert business challenges into clear, actionable specifications
Create and maintain BRDs, FRDs, process flows, and solution documentation
Support UAT planning and execution, including documentation of test cases and acceptance criteria
Analyze business requirements, assess Salesforce platform capabilities, and recommend efficient solutions leveraging native functionality and automation
Assist in designing and improving Salesforce workflows, approval processes, and basic automation
Configure Salesforce features including fields, page layouts, record types, reports, and dashboards
Support user onboarding, access management, and basic security (profiles, permission sets)
Provide first-level Salesforce user support and basic troubleshooting
Collaborate with system integrators and third-party consultants across implementation and support phases
Provide user training, documentation, and post-implementation support
Maintain up-to-date documentation for system changes and business processes

2–5 years of experience as a Business Analyst, Salesforce Administrator, or hybrid role
Experience working with Salesforce Sales Cloud and its standard, out-of-the-box CRM functionality
Strong understanding of Salesforce’s standard CRM foundation and native capabilities across modules
Solid knowledge of business analysis fundamentals (requirements elicitation, documentation, workflow design)
Ability to translate business needs into scalable Salesforce solutions
Strong analytical, problem-solving, and critical-thinking skills
Excellent written and verbal communication skills with solution-oriented stakeholder engagement
Understanding of SDLC, Agile, and Waterfall methodologies
Nice to Have Salesforce Administrator Certification
Salesforce certifications or exposure to Sales Cloud, Service Cloud, CPQ / ARM, Marketing Cloud, or Field Service
Experience working in Agile or Scrum environments
Salesforce Trailhead Badges

Business Analyst, Salesforce Administrator

Key skills