Business Analyst - Salesforce

Anderson Business Advisors is an award-winning workplace serving investors and small business owners nationally since 1999. They are seeking a Business Analyst who will act as the primary interface between Salesforce users and engineering teams, translating complex business needs into scalable solutions while ensuring disciplined execution of Salesforce initiatives.

Responsibilities:

• Work directly with Salesforce users across departments to understand workflows, pain points, and objectives
• Ask probing questions to uncover root problems, not just requested features
• Challenge unclear, conflicting, or solution-biased requests and reframe them into clear problem statements
• Translate user needs into well-structured Epics, user stories, acceptance criteria, and definitions of done
• Ensure requirements are complete, testable, and aligned with Salesforce platform capabilities and constraints
• Proactively recommend Salesforce-native or simplified solutions where appropriate
• Identify edge cases, dependencies, data impacts, and downstream process implications early
• Build, maintain, and refine high-quality backlogs for Salesforce and related platforms (e.g., client portals)
• Decompose Epics into logically sequenced, sprint-ready user stories
• Ensure work entering engineering is stable, prioritized, and clearly understood
• Own assigned Salesforce initiatives from intake through launch
• Plan timelines, milestones, dependencies, and delivery checkpoints
• Coordinate across Salesforce users, engineers, QA, training, and documentation resources
• Surface risks, ambiguity, and trade-offs early and transparently
• Drive delivery discipline without compromising requirement clarity or solution quality
• Independently own ambiguous, cross-functional Salesforce initiatives
• Challenge senior stakeholders constructively without escalation
• Mentor less-experienced analysts through example and feedback
• Identify systemic issues in Salesforce usage and recommend improvements

Requirements:

• 3 - 6+ years experience as a Business Analyst or similar role
• Demonstrated experience working directly with business users to define system requirements
• Experience supporting software delivery teams in Agile environments
• Strong written and verbal communication skills
• Experience with Jira, Confluence, or similar tools
• Bachelor's degree or equivalent professional experience
• Hands-on experience working with Salesforce implementations or enhancements
• Ability to translate business workflows into Salesforce-aligned requirements
• Experience working in enterprise or services-based organizations