Salesforce Business Analyst

Fidel Softech; Pune District; On-site; INR 1,000,000 - 1,800,000; Full time

Job summary

Fidel Softech in Pune seeks an experienced Salesforce Business Systems Analyst to bridge business and technical teams, translating complex needs into scalable Salesforce solutions.

You will own requirements discovery, process analysis, and design across Sales Cloud and Service Cloud, collaborating with Sales, Service, Marketing, Finance, and IT to improve adoption, data quality, and operational efficiency.

Qualifications

• Elicit, analyze, and document business requirements for Salesforce initiatives.
• Translate requirements into functional specifications, user stories, and acceptance criteria.
• Map current and future business processes to identify gaps and automation opportunities.
• Design declarative Salesforce solutions: objects, fields, layouts, record types, validation rules, and Flows.
• Own and groom the Salesforce backlog with the Product Owner.

Responsibilities

• Elicit and document business needs across Sales, Service, Marketing, and Finance.
• Create user stories and acceptance criteria for development teams.
• Develop data mappings and integration requirements with ERP and marketing tools.
• Lead training and release notes to drive adoption of new functionality.
• Monitor platform usage and data quality to propose continuous improvements.

Skills

Salesforce experience

Business analysis

Stakeholder management

Agile / Scrum

Requirements elicitation

Tools

Salesforce (Platform)

Flow / Process Builder

ERP integration

Job description

We are seeking an experienced Salesforce Business Systems Analyst (BSA) to serve as the bridge between our business stakeholders and technical delivery teams, translating complex business needs into scalable, well-designed Salesforce solutions.

In this role, you will own requirements discovery, process analysis, and solution design across Sales Cloud, Service Cloud, and related platforms, partnering closely with Sales, Service, Marketing, Finance, and IT to streamline operations and improve user adoption.

The ideal candidate combines deep functional knowledge of the Salesforce ecosystem with strong analytical, communication, and stakeholder-management skills, and thrives in an Agile environment where continuous improvement, data quality, and measurable business outcomes are the priority.

Key Roles & Responsibilities

• . Partner with business stakeholders across Sales, Service, Marketing, and Finance to elicit, analyze, and document business requirements, pain points, and desired outcomes for Salesforce initiatives.
• . Translate business needs into clear functional specifications, user stories, and acceptance criteria that development and administration teams can execute against.
• . Map current-state and future-state business processes using process-flow diagrams, identifying gaps, inefficiencies, and opportunities for automation within the Salesforce platform.
• . Design and configure declarative Salesforce solutions, including objects, fields, page layouts, record types, validation rules, and Flows, in collaboration with administrators and developers.
• . Own and groom the Salesforce product backlog with the Product Owner, prioritizing enhancements and defects based on business value, effort, and dependencies.
• . Facilitate Agile ceremonies such as backlog refinement, sprint planning, and demos, ensuring stakeholders and the delivery team share a common understanding of scope.
• . Define and execute test plans, including system integration testing and user acceptance testing, and coordinate defect triage and resolution prior to release.
• . Collaborate with integration and data teams to define data mappings, migration approaches, and integration requirements between Salesforce and ERP, marketing automation, and other enterprise systems.
• . Develop training materials, release notes, and end-user documentation, and lead training sessions to drive adoption and change management for new functionality.
• . Monitor platform usage, data quality, and reporting needs, building dashboards and recommending continuous improvements aligned with Salesforce release updates and best practices.