Collaborate with stakeholders to gather and document business requirements for Salesforce-based process enhancements and new feature development
Analyze existing workflows and identify opportunities for automation and optimization within Salesforce
Translate business needs into clear, actionable user stories and functional specifications for Salesforce configuration and development
Act as a Salesforce subject matter expert (SME) for internal and external stakeholders
Participate in defect resolution related to Salesforce data, workflows, and integrations
Support testing efforts including UAT, scenario creation, and quality assurance for Salesforce enhancements
Partner with reporting and analytics teams to define and maintain Salesforce dashboards and reports
Monitor and communicate key Salesforce metrics and KPIs
Maintain documentation related to Salesforce process design, configuration, and lifecycle management
Provide regular updates and communications to stakeholders regarding Salesforce project status and outcomes
Build strong relationships with internal teams and external partners to ensure successful Salesforce adoption and usage

BA/BS in Business, Communications, Information Systems, or related field.
2+ years of experience in business analysis, product management, or project management, with a focus on Salesforce.
Proven experience gathering and documenting business requirements for Salesforce implementations.
Strong understanding of Salesforce platform capabilities (Sales Cloud, Service Cloud, custom objects, flows, etc.).
Experience working in complex matrix organizations and cross-functional teams.
Excellent analytical, critical thinking, and problem-solving skills.
Proficiency in data analysis and visualization tools (e.g., Looker, Power BI).
Superior presentation and communication skills.
Ability to work independently and manage multiple Salesforce-related projects in a fast-paced environment.
Experience with process documentation and Agile methodologies.
Proficiency in MS Office (Word, Excel, PowerPoint).
Salesforce certifications (e.g., Salesforce Business Analyst, Administrator) are a plus.
Must be authorized to work in the U.S. and able to pass a background check.

Salesforce Business Analyst

Key skills