CRM Business Analyst

SWITS DIGITAL Private Limited; Bengaluru; On-site; INR 800,000 - 1,200,000; Full time

Job summary

A technology firm in Bengaluru is seeking a detail-oriented Business Analyst to work with Salesforce CRM. The role includes gathering business requirements and translating them into effective Salesforce solutions to enhance sales and efficiency. Ideal candidates should possess at least 3 years of experience as a Business Analyst and a strong grasp of Salesforce's Sales and Service Cloud. Excellent communication skills and stakeholder management are essential. This position is full-time and offers the potential for career growth.

Qualifications

• 3+ years of experience as a Business Analyst, preferably with Salesforce CRM.
• Strong understanding of Salesforce Sales Cloud and/or Service Cloud.
• Hands-on experience with reports, dashboards, and data analysis.

Responsibilities

• Work closely with business stakeholders to understand sales, service, and CRM requirements.
• Gather, analyze, and document business requirements, user stories, and functional specifications.
• Provide user training, documentation, and post-implementation support.

Skills

Salesforce CRM

Requirement gathering

Data analysis

Stakeholder management

Education

Bachelor’s degree in Business, IT, or a related field

Tools

Salesforce Sales Cloud

Salesforce Service Cloud

Job description

Job Title

Business Analyst – Salesforce CRM

Location

Bangalore, Pune

Experinece

6-10 Years

Job Summary

We are looking for a detail-oriented Business Analyst (Salesforce CRM) to bridge the gap between business stakeholders and technical teams. The role involves gathering business requirements, translating them into Salesforce solutions, and ensuring optimal utilization of Salesforce CRM to improve sales, service, and operational efficiency.

Key Responsibilities

• Work closely with business stakeholders to understand sales, service, and CRM requirements
• Gather, analyze, and document business requirements, user stories, and functional specifications
• Translate business needs into Salesforce configurations across Sales Cloud and Service Cloud
• Support Salesforce features such as Leads, Opportunities, Accounts, Contacts, Cases, and Reports
• Collaborate with Salesforce Admins and Developers during design, development, and deployment
• Create process maps, workflows, and data flow diagrams
• Assist in UAT planning, test case preparation, and defect tracking
• Ensure data accuracy, data migration support, and system adoption
• Prepare dashboards and reports to track sales performance and KPIs
• Provide user training, documentation, and post-implementation support
• Support release management and change management processes

Required Skills & Qualifications

• Bachelor’s degree in Business, IT, or a related field
• 3+ years of experience as a Business Analyst, preferably with Salesforce CRM
• Strong understanding of Salesforce Sales Cloud and/or Service Cloud
• Experience in requirement gathering, BRD, FRD, and user stories
• Hands‑on experience with reports, dashboards, and data analysis
• Familiarity with Agile/Scrum methodologies
• Excellent communication and stakeholder management skills
• Ability to translate business requirements into technical solutions