Discovery and requirements refinement sessions to uncover customers’ business, functional, and technological requirements
Synthesize requirements to create clear and comprehensive user stories and solution design documentation
Perform fit-gap analysis between Salesforce functionality and client requirements
Design elegant, innovative Salesforce solutions involving the configuration of Salesforce and Managed Packages, creation and refinement of complex data models, external integration, business process automation, and other custom functionality
Draft custom development specifications and manage the delivery and testing of the functionality by Development resources
Iterate on solutions through a Build/Test/Review cycle with customer Product Owner
Develop training curriculum and deliver training sessions to the solution’s end users
Work with Delivery Director to manage a project to scope, budget, and timeline expectations

3+ years of Salesforce administration or consulting experience
Salesforce Administrator certification required (Business Analyst certification preferred)
Experience defining business processes, writing user stories, and gathering Salesforce requirements across multiple stakeholders and workstreams
Proven ability to support Salesforce deployments including data migrations, third-party integrations, and configuration across B2B, B2C, and hybrid models
Strong analytical skills with experience in data analysis, reporting, and presenting insights clearly and accurately
Skilled in Google Workspace, Salesforce products, and identifying/automating manual processes to improve efficiency
Strong communication and teamwork skills, with the ability to collaborate, influence, and mentor junior team members
Demonstrated ability to work independently, stay organized, manage priorities, and execute administrative and operational tasks with high attention to detail
Adaptable, continuous learner with experience contributing to successful projects involving multiple stakeholders, dependencies, and evolving needs

Salesforce Business Analyst

Key skills