Business Analyst(Salesforce)_V

Acesoft Labs; Chennai District; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Acesoft Labs is seeking a Business Analyst (Salesforce) in Chennai to translate business needs into Salesforce solutions across Sales Cloud, Service Cloud, and Marketing Cloud. You will collaborate with finance to align payment flows with Salesforce and drive process improvements.

The ideal candidate has 3–5 years of experience, strong requirements gathering skills, and Salesforce certifications. This role is office-based in Chennai with a 5-day work week.

Qualifications

• Proficient in Salesforce platforms (Sales Cloud/Service Cloud).
• Experience in gathering and documenting business requirements.
• Experience integrating Salesforce with finance/workflow systems.

Responsibilities

• Gather and analyze business requirements with stakeholders.
• Design Salesforce solutions aligned to business needs.
• Collaborate with tech teams on architecture and data flows.
• Track payments, invoicing, and cash flow within Salesforce.
• Create and maintain system documentation and training materials.
• Generate dashboards and KPIs for business performance.
• Serve as liaison among business, tech, finance and support teams.
• Configure Salesforce (fields, objects, workflows, validation rules).
• Coordinate UAT and QA efforts to ensure system integrity.
• Support project delivery and post-implementation stabilization.

Skills

Salesforce Expertise

Business Analysis

Finance Collaboration

Project Management

Communication

Technical Proficiency

Salesforce Certifications

Tools

Data Loader

Lightning UI

Job description

Business Analyst(Salesforce)

Role Type - FTE

Role Mode - WFO (5 days)

Location - Chennai

Experience - 3 to 5 years

Key Responsibilities:

• Requirement Gathering & Analysis:
  • Collaborate with business stakeholders to understand their processes and translate these into detailed business, functional, and technical requirements.
  • Conduct workshops and interviews to gather user stories and define acceptance criteria.
• Salesforce Solution Design:
  • Translate business needs into functional solutions within the Salesforce ecosystem (Sales Cloud, Service Cloud, Marketing Cloud, etc.).
  • Work closely with technical teams to define solution architecture and ensure alignment with business requirements.
• Process Improvement & Optimization:
  • Analyze existing business processes and recommend solutions to improve efficiency and effectiveness using Salesforce functionality.
  • Facilitate change management processes to ensure successful implementation and user adoption of Salesforce features.
• Payments Follow-Up Collaboration:
  • Collaborate with the finance team to ensure Salesforce is integrated with financial processes for payment tracking and invoicing.
  • Work closely with customers to ensure timely follow-up on outstanding payments and ensure Salesforce supports the payment reminder process.
  • Track payment statuses within Salesforce and provide finance teams with regular updates to improve cash flow management.
• Documentation & Reporting:
  • Create and maintain detailed documentation for system configurations, business processes, workflows, and training materials.
  • Generate and maintain reports, dashboards, and performance metrics to help monitor business KPIs.
• Stakeholder Management:
  • Act as a liaison between business units, technology teams, finance teams, and support teams to ensure effective collaboration and communication.
  • Provide regular project updates and manage stakeholder expectations throughout the project lifecycle.
• System Configuration & Testing:
  • Configure Salesforce to meet business requirements (fields, objects, workflows, validation rules, etc.).
  • Coordinate and conduct UAT (User Acceptance Testing) and assist with quality assurance efforts to ensure system integrity and performance.
• Project Management:
  • Work with project managers to ensure timely delivery of projects, manage project timelines, and address any potential risks or issues.
  • Provide post-implementation support to ensure system stability and continuous improvement.

Required Skills & Qualifications:

• Salesforce Expertise:
  • In-depth knowledge of Salesforce platform (Sales Cloud, Service Cloud, Marketing Cloud, or other Salesforce products).
  • Experience with Salesforce configuration and customization (fields, objects, workflows, page layouts, validation rules).
  • Familiarity with Salesforce Lightning interface and AppExchange solutions.
• Business Analysis:
  • Proven experience in gathering, analyzing, and documenting business requirements.
  • Expertise in creating process flow diagrams, use cases, and other analysis tools.
  • Strong problem-solving skills with a focus on process improvement.
• Finance Collaboration:
  • Experience working with finance teams to track payments, invoicing, and manage cash flow processes.
  • Ability to build Salesforce processes that integrate with financial workflows and reporting systems.
• Project Management:
  • Experience working in Agile/Scrum environments.
  • Strong time management skills and the ability to manage multiple projects simultaneously.
• Communication & Stakeholder Management:
  • Excellent written and verbal communication skills.
  • Ability to present complex concepts in a clear, user-friendly manner to stakeholders at all levels.
• Technical Proficiency:
  • Basic knowledge of Salesforce development (Apex, Visualforce, Lightning components) is a plus.
  • Familiarity with data migration tools and techniques (e.g., Data Loader).
• Certifications:
  • Salesforce Certified Administrator (required).
  • Salesforce Certified Advanced Administrator or Salesforce Certified Business Analyst (preferred).
  • Additional Salesforce certifications such as Sales Cloud Consultant, Service Cloud Consultant are a plus.

Preferred Qualifications:

• Experience working in industries like finance, healthcare, or retail with Salesforce implementations.
• Knowledge of integration between Salesforce and third-party applications.
• Experience with Salesforce CPQ, Field Service, or Pardot is a plus.