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Business Analyst - Salesforce (4-5 yrs)

4-5 years

Business Analyst - Salesforce (4-5 yrs)

IT Firm

posted 2d ago

Job Role Insights

Job Description

Job Summary :

We are looking for an experienced and motivated Salesforce Business Analyst to join our dynamic team. The ideal candidate will work closely with stakeholders to gather, analyze, and document business requirements, ensuring the successful implementation and customization of Salesforce solutions. The candidate will also be responsible for translating business needs into system functionality, supporting the project lifecycle, and providing post-deployment support.

Key Responsibilities :

  • Requirements Gathering & Analysis: Collaborate with business stakeholders to define and document business processes, objectives, and requirements. Translate these requirements into functional specifications for Salesforce development teams.
  • Salesforce Configuration & Customization: Work with the Salesforce development team to configure, customize, and implement Salesforce solutions to meet business needs. Ensure alignment with business processes and best practices.
  • Stakeholder Communication: Act as the primary point of contact between business users and technical teams, ensuring clear communication regarding project scope, timelines, and deliverables.
  • Process Optimization: Analyze business processes and identify areas for improvement, providing recommendations for system and process optimization within Salesforce.
  • Testing & Quality Assurance: Support the QA team in testing and validating solutions. Ensure that Salesforce configurations and customizations meet business requirements and functionality.
  • Training & Support: Provide end-user training and create user documentation to ensure effective adoption of Salesforce solutions. Offer post-implementation support to troubleshoot issues and provide ongoing system improvements.
  • Project Management Support: Assist in project management activities such as creating project timelines, tracking deliverables, and ensuring projects stay on schedule.
  • Data Management & Reporting: Design and build reports and dashboards within Salesforce to support decision-making and track key performance indicators (KPIs).
Key Skills and Qualifications :
  • Experience: Minimum of 3+ years of experience as a Salesforce Business Analyst or in a related role.
  • Experience with Salesforce Sales Cloud, Service Cloud, and/or Marketing Cloud.
  • Familiarity with Salesforce configurations, workflows, and automation tools (e.g., Process Builder, Flow, Apex).
  • Strong understanding of business processes and ability to map them to Salesforce functionalities.
  • Experience in gathering business requirements, creating user stories, and creating detailed documentation.
  • Certifications:
  • Salesforce Certified Administrator (Admin 201) preferred.
  • Salesforce Certified Platform App Builder is a plus.
Technical Skills :
  • Proficiency with Salesforce Lightning and Classic interfaces.
  • Knowledge of Salesforce integration capabilities and tools (e.g., APIs, middleware).
  • Strong Excel and data analysis skills.
  • Familiarity with Agile methodology is a plus.
Soft Skills :
  • Strong communication skills, both written and verbal.
  • Excellent problem-solving and analytical abilities.
  • Ability to work collaboratively with cross-functional teams.
  • Detail-oriented with the ability to manage multiple priorities in a fast-paced environment.


Functional Areas: Other

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