Advisor, Salesforce Business Analyst
The Advisor, Salesforce Business Analyst partners with business and IT stakeholders to translate operational needs into scalable Salesforce solutions, lead requirements and UAT activities, and coordinate functional project delivery. The role requires Salesforce configuration expertise, Salesforce Administrator certification, and at least five years of related experience.
About the job
Responsibilities
- Build partnerships with leaders and subject matter experts across Marketing, Sales, Go-to-Market (GTM), Channel/Partner Business, Operations, Customer Support, and Global Services.
- Lead requirements-gathering sessions, workshops, and stakeholder interviews; translate business needs into functional requirements, user stories, and solution designs.
- Analyze business processes, identify gaps, and recommend scalable Salesforce solutions.
- Partner with IT leadership, Salesforce Developers, Administrators, and Solution Architects throughout the application lifecycle.
- Produce functional specifications, process flows, acceptance criteria, process maps, training materials, and release documentation.
- Support User Acceptance Testing (UAT), including test planning, defect tracking, issue resolution, and business-requirement validation.
- Serve as a functional project lead by tracking project health, managing delivery timelines, and aligning stakeholders.
- Promote Salesforce platform standards and Salesforce-native best practices to minimize technical debt.
Requirements
- Strong understanding of end-to-end business processes across Sales, Marketing, GTM, Channel/Partner Business, Operations, Customer Support, and/or Global Services.
- Experience translating business needs into scalable Salesforce solutions.
- Salesforce configuration experience with custom objects, fields, relationships, page layouts, Flow and automation, validation rules, business logic, reports and dashboards, security models, profiles, roles, permission sets, sharing, data management, and data quality practices.
- Strong analytical, problem-solving, organizational, and critical-thinking skills.
- Excellent written, verbal, presentation, and facilitation skills for business and technical audiences.
- Ability to manage multiple priorities in a fast-paced, collaborative environment.
- Experience with Agile and/or Scrum methodologies.
- Salesforce Certified Administrator.
- Bachelor's degree in Business, Information Systems, Computer Science, or a related field, or an equivalent combination of education and experience.
- 5+ years of experience as a Salesforce Business Analyst, Salesforce Administrator, or in a related CRM functional role.
Skills
Salesforce, Salesforce Flow, Salesforce Configuration, Salesforce Administration, Salesforce Reports, Salesforce Dashboards, Salesforce Security, Salesforce Data Management, User Acceptance Testing, Agile, Scrum, Requirements Gathering
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