IT Technical Business Analyst

The Wisconsin Foundation and Alumni Association (WFAA) is seeking an experienced IT Technical Business Analyst with a strong focus on Salesforce CRM to join their Project Portfolio Planning and Management (P3MO) team. This role involves partnering with business and technical stakeholders to deliver Salesforce-based solutions through requirements gathering, process analysis, testing/UAT, and reporting.

Responsibilities:

• Requirements Gathering & Analysis Collaborate with business stakeholders to gather and define business and technical requirements. Document functional specifications, user stories, and use cases
• Business Process Analysis & Improvement Analyze and map current business processes and systems. Identify opportunities for improvements, cost savings, and optimization
• Technical Solution Design Apply knowledge in databases and data modeling to collaborate with technical teams in designing, developing, and implementing IT solutions that align with business requirements, while ensuring scalability, performance, and security are properly considered
• Stakeholder Communication Serve as the primary point of contact between business stakeholders and technical teams, ensuring clear communication and alignment of business objectives with technical deliverables
• Data Analysis & Reporting Utilize SQL to query databases, analyze data, and generate reports to support business decision-making
• System Integration Collaborate with IT teams to integrate various systems, including Salesforce, MuleSoft, and Oracle NetSuite, ensuring seamless data flow and process automation
• Quality Assurance Assist in developing test plans and test cases to ensure that delivered solutions meet business requirements. Participate in user acceptance testing (UAT)
• Project Management Work with project managers to define project scope, timelines, and milestones. Assist in managing risks and dependencies throughout the project lifecycle and take the lead on smaller projects
• Systems Administration Learn and perform end user level systems administration tasks on business systems as needed

Requirements:

• 5 + experience as a Business Analyst with a technical focus
• Bachelor's degree in Computer Science, Information Systems, Business Administration, or equivalent experience
• Strong understanding of the Business Analyst role and associated competencies; knowledgeable in software development lifecycle (SDLC) principles; skilled in meeting facilitation, writing clear and concise Business and Technical documentation, and effectively translating business and stakeholder requirements into functional specifications and system design parameters. Strong problem-solving skills and ability to think analytically
• Excellent communication and interpersonal skills to collaborate effectively with business and technical teams. Ability to present data-driven insights clearly to stakeholders with varying levels of technical expertise, ensuring actionable outcomes
• Strong problem-solving abilities to interpret data, uncover underlying issues, and suggest improvements or solutions
• Knowledge of Extract, Transform, Load (ETL) processes and tools used for data integration and cleaning
• Ability to learn and understand information systems enterprise architecture concepts, diagrams and interdependencies
• Salesforce Certified Business Analyst preferred
• Proficiency with the following tools or their equivalents Visio, JIRA, Confluence, and technical programming skills such as SQL, SOQL. Familiarity with other programming languages like Python or R for more advanced data analysis and automation tasks
• Experience with CRM, ERP and/or Financial Reporting systems, system integrations, data modeling, and workflow automation is desired, as is familiarity with Salesforce, MuleSoft, Oracle NetSuite, or similar platforms
• Practical AI and automation literacy, with a focus on governed requirements and responsible, business‑aligned AI and automation use
• Certification in Business Analysis (Salesforce Certified BA, CBAP, CCBA, PMI-PBA, Six Sigma Green Belt) or Agile methodologies (CSM, SAFe) is a plus