Salesforce Business Analyst

PENN ENGINEERING; Bengaluru; On-site; INR 1,000,000 - 1,800,000; Full time

Job summary

PENN ENGINEERING is seeking a Salesforce Business Analyst to drive discovery, requirements, and functional design for an in-house Salesforce platform supporting global sales, service, revenue operations, and manufacturing teams.

You will translate requirements into user stories, run discovery workshops, and map current-state to future-state processes across quote-to-cash, forecasting, and sales alignment. Strong Salesforce expertise and English communication are essential.

Qualifications

• 3–5 years as BA/Functional Consultant on Salesforce platform.
• Experience turning stakeholder needs into user stories and specs.
• Strong Salesforce Sales Cloud knowledge including forecasting and quotes.
• Hands-on declarative configuration: flows, objects, fields, page layouts.
• Familiarity with data models, sharing, and declarative vs. programmatic solutions.
• Experience with Jira, Azure DevOps, or Asana in Agile delivery.
• Ability to design and execute functional test cases and coordinate UAT.
• Excellent written and spoken English; able to explain trade-offs.

Responsibilities

• Partner with stakeholders to elicit and document business requirements.
• Translate requirements into user stories with acceptance criteria.
• Lead discovery and process mapping for quote-to-cash, forecasting, etc.
• Assess gap-fit and advise configure vs. customize vs. changes.
• Configure declarative solutions and hand off complex work with stories.
• Own functional testing, UAT coordination, and defect triage.
• Support data readiness, mapping, cleansing, and migration validation.
• Develop training materials and enablement sessions to drive adoption.
• Maintain backlog with Product Owner and plan release roadmap.
• Act as escalation point for complex production issues.

Skills

Salesforce Sales Cloud

User stories & requirements gathering

Agile / Scrum

Test case design & UAT coordination

Documentation & process mapping

English communication

Education

Salesforce Certified Administrator

Salesforce Certified Business Analyst

Tools

Jira

Azure DevOps

Asana

Data Loader

Salesforce Inspector

Copado

Gearset

Job description

We are seeking a Salesforce Business Analyst responsible for business discovery, requirements and functional design for an in-house Salesforce platform supporting global sales, service, revenue operations, and manufacturing teams.

Key Responsibility:

• Partner with stakeholders in Sales, Revenue Operations, Finance, Customer Service, and Manufacturing Operations to elicit, challenge, and document business requirements.
• Translate requirements into user stories with clear acceptance criteria, process flows, and functional designs that the platform team can build against.
• Run discovery and process-mapping workshops; document current-state (as-is) and target-state (to-be) processes across quote-to-cash, opportunity management, sales agreements, and forecasting.
• Perform gap-fit analysis between business needs and standard Salesforce capability, and make a clear recommendation on configure vs. customize vs. change the process.
• Configure declarative solutions where appropriate — flows, validation rules, page layouts, record types, reports and dashboards — and hand off the rest with well-specified stories.
• Own functional testing: write and execute test scripts, coordinate UAT with business users, triage defects, and manage sign-off.
• Support data readiness for releases — data mapping, cleansing rules, migration validation, and reconciliation.
• Drive adoption: build training material, run enablement sessions, maintain process documentation, and track post-release usage to confirm the expected benefit landed.
• Maintain and groom the product backlog with the Product Owner; help size, sequence, and communicate the release roadmap.
• Serve as functional escalation point for complex production issues, working with support and development to resolve root causes.
• Track and assess each Salesforce release for features that could retire custom work or unlock roadmap items.

Required Skills & Qualifications:

• 3–5 years of experience as a Business Analyst, Functional Consultant, or Business Systems Analyst on the Salesforce platform.
• Demonstrated experience gathering requirements directly from business stakeholders and converting them into user stories, functional specifications, and process documentation.
• Strong working knowledge of Salesforce Sales Cloud — leads, accounts, opportunities, products and price books, quotes, forecasting, and territory or role-based access models.
• Hands-on declarative configuration skills: Flow, validation rules, custom objects and fields, record types, page layouts, permission sets, reports and dashboards.
• Solid grasp of the Salesforce data model, sharing and visibility model, and the practical limits of declarative vs. programmatic solutions.
• Experience working in Agile or Scrum delivery with tools such as Jira, Azure DevOps, or Asana.
• Experience designing and executing functional test cases and coordinating UAT with business users.
• Excellent written and spoken English, with the ability to explain trade-offs to both non-technical business leaders and technical engineers.
• Salesforce Certified Administrator, or Salesforce Certified Business Analyst.

Preferred Qualifications:

• Hands-on experience with Salesforce Revenue Cloud — CPQ, product and pricing configuration, quoting, approvals, contracts, order management, or billing. Exposure to Revenue Cloud Advanced (formerly Revenue Lifecycle Management) is a strong plus.
• Experience with Salesforce Manufacturing Cloud — sales agreements, account-based forecasting, run-rate vs. new business planning, program-based business, or rebate management.
• Prior experience in a manufacturing, industrial, or B2B distribution business, and familiarity with how it sells (distributors, channel partners, long-cycle agreements, blanket POs).
• Understanding of quote-to-cash end to end, including the handoffs into ERP for order fulfilment, invoicing, and revenue recognition.
• Experience with Salesforce–ERP integrations (SAP, Oracle, Dynamics, or similar) and the data contracts between them.
• Familiarity with data tools such as Data Loader, Data Import Wizard, or Salesforce Inspector, and comfort writing SOQL for analysis.
• Awareness of Salesforce release management and environment strategy — sandboxes, change sets, or a DevOps tool such as Copado or Gearset.
• Additional credentials such as Salesforce Certified Sales Cloud Consultant, Revenue Cloud Consultant (now Revenue Management Consultant), Manufacturing Cloud Accredited Professional, or Platform App Builder.
• Exposure to Agentforce, Data Cloud, Experience Cloud, or CRM Analytics.