Key Responsibilities
1. Requirements Gathering & Analysis
• Collaborate with sales, marketing, customer service teams to identify pain points, inefficiencies, opportunities fautomation.
• Elicit, document, manage business requirements using user stories, process flows, acceptance criteria.
• Facilitate workshops stakeholder interviews to define the Current State Future State of processes.
2. Solution Design & Collaboration
• Partner with Salesforce Architects Developers to design scalable solutions that adhere to Salesforce best practices.
• Translate business needs technical specifications, including object models, field mappings, workflow rules.
• Advise stakeholders on Salesforce capabilities vs. limitations, recommending declarative solutions before considering custom code.
3. Configuration & Documentation
• Perform basic Salesforce configuration tasks (e.g., creating fields, page layouts, reports, dashboards).
• Maintain comprehensive documentation of business processes, system configurations, integration logic.
• Build manage reports/dashboards to provide actionable insights to leadership.
Qualifications
Required Experience
• 3+ years of experience as a Business Analyst, specifically working on Salesforce implementations (Sales Cloud and/Service Cloud) .
• Proven experience in the full software development lifecycle (Agile/Scrum methodology) .
• Strong understanding of CRM processes (Lead Management, Opportunity Management, Case Management).
Technical Skills
• Salesforce Platform: Deep understanding of point-and-click configuration (Flows, Validation Rules, Permissions).
• Documentation: Proficiency with diagramming tools (Lucidchart, Visio) documentation tools (Confluence, Google Docs).
• Data Tools: Ability to write basic SOQL queries use Data Loader is a strong plus.
• Certifications (Highly Preferred):
o Salesforce Certified Administrat(ADM-201)
o Salesforce Certified Business Analyst