Serve as the primary liaison between client stakeholders and the delivery team
Bring strategy and best practices forward to guide the client in their project journey
Lead discovery workshops and process mapping sessions to uncover core business objectives
Synthesize multi-unit stakeholder interviews into a unified Salesforce roadmap
Draft high-quality user stories with rigorous Acceptance Criteria
Maintain the requirement baseline and manage the backlog in partnership with Project Managers
Collaborate with Developers during sprints to clarify edge cases and business rules
Ensure all requirements are traceable from initial discovery through to final deployment
Partner with Solution Architects to ensure designs align with enterprise standards
Advocate for Configuration vs. Customization, highlighting risks and tradeoffs of each approach
Validate that technical designs accurately reflect the documented business intent
Identify downstream impacts on people and processes; support the creation of training materials and release communication.
Provide clear status updates on requirements and risks to the internal project team and communicate to the Executive Sponsor to bring awareness
Proactively identify scope creep and support the formal change control process with the Project Lead

Salesforce Expertise preferred; Deep understanding of Salesforce platform capabilities (Sales Cloud, Service Cloud, Experience Cloud, etc.) Salesforce Admin certification preferred
Consulting Mindset: Proven ability to act as a "trusted advisor" to clients, balancing business advocacy with technical constraints
Analytical Rigor: Exceptional ability to create detailed process flows, ERDs, and functional documentation
Agile Proficiency: Experienced in Agile ceremonies, including backlog grooming and sprint planning
Communication: Elite verbal and written communication skills, with the ability to "translate" between technical and non-technical audiences
Confident in working alongside Sales to support discovery and scoping conversations
Driven to grow expertise and take on greater ownership within the Delivery Team
3-5 years relevant experience is preferred.

Fully remote work
Health, dental, and vision benefits
20 vacation days
5 Sick days
401k plan
Health Advocate Healthcare Support
On-Demand Primary Care and Teladoc Virtual Health
Talkspace online mental health therapy
Kindbody Family-building Care
Home office allowance for essentials such as desks, monitors, chairs, etc.
A collaborative environment with smart, hardworking professionals who are passionate about what they do and committed to excellence

Business Analyst

Key skills