Job Summary:
The Salesforce Business Analyst will play a crucial role in identifying business requirements analyzing processes and providing solutions to maximize the effectiveness of Salesforce within the organization. This role involves collaborating with business stakeholders Salesforce developers and IT teams to implement and enhance Salesforce solutions that drive business growth and operational efficiency.
Key Responsibilities:
Requirements Gathering & Analysis: Work with business stakeholders to understand requirements document business processes and translate them into functional specifications for Salesforce configurations or customizations.
Data Analysis & Reporting: Design implement and manage reports dashboards and analytics to provide actionable insights to business stakeholders and ensure accurate data management.
User Support & Training: Provide training and user support for business users helping them leverage Salesforce features effectively. Create user guides knowledge base articles and training materials.
CrossFunctional Collaboration: Work closely with other departments (Sales Marketing IT Customer Service) to ensure that Salesforce solutions align with overall business strategies and processes.
Testing & Quality Assurance: Develop test plans and conduct user acceptance testing (UAT) to ensure all new configurations enhancements or customizations meet business requirements and quality standards.
Change Management: Assist in the management of system releases updates and continuous improvement initiatives. Ensure effective communication of changes to users and stakeholders.
Documentation: Maintain clear and detailed documentation of business processes system configurations requirements and user stories for current and future reference.
Qualifications & Skills:
Experience:
o3 years of experience in Salesforce administration business analysis or a similar role.
oStrong knowledge of Salesforce features modules and best practices (specifically Service Cloud and Field Service).
Certifications:
oSalesforce Certified Administrator (ADM 201 required.
oSalesforce Certified Advanced Administrator Salesforce Business Analyst or other relevant certifications are a plus.
Skills:
oStrong understanding of business processes requirements gathering and process optimization.
oProficiency in Salesforce configuration (reports dashboards automation).
oAbility to translate business needs into technical solutions.
oExcellent problemsolving analytical and communication skills.
oStrong project management skills with the ability to prioritize tasks and manage time effectively.
oExperience with Agile methodologies or Scrum is required.
oProficiency in Microsoft Office Suite (Excel PowerPoint Word) and other business analysis tools.
Personal Traits:
oDetailoriented with a strong ability to manage complex data and tasks.
oStrong collaboration and interpersonal skills.
oA proactive attitude and a passion for continuous learning and process improvement.
oAbility to work independently and as part of a team in a fastpaced environment.