Salesforce Business Analyst (BA)

Zoho; India; Remote; INR 1,200,000 - 1,800,000; Full time

Job summary

Zoho is seeking a Salesforce Business Analyst to bridge business stakeholders and technical teams. You will elicit requirements, map processes, and translate needs into actionable user stories. You will guide Salesforce features from discovery through UAT, ensuring alignment with business strategy.

You will own backlogs, design to-be processes, and collaborate with developers and QA to provide clarity throughout sprints. Certification and CPQ/Billing expertise are essential.

Qualifications

• 4 to 7 years of hands-on Salesforce configuration experience, incl. CPQ/Billing for 3+ years.
• Deep knowledge of subscription billing, invoicing rules and tax integrations (Avalara).
• Mandatory Salesforce CPQ Specialist certification.
• Strong skills in process mapping and agile backlogs.

Responsibilities

• Facilitate discovery sessions with stakeholders to elicit functional needs.
• Translate requirements into technical user stories, diagrams, and acceptance criteria.
• Manage product backlog with PMs and architects in Agile/Scrum sprints.
• Map To-Be processes and assess gaps for Salesforce-native solutions.
• Own UAT, write test scripts, coordinate testing, and triage defects.
• Develop end-user training materials and enablement sessions.

Skills

Stakeholder management

Agile/Scrum

Business process mapping

User story writing

Education

Salesforce CPQ Specialist certification

Salesforce Administrator certification

Salesforce Platform App Builder certification

Salesforce CPQ & Billing knowledge

Tools

Jira

Confluence

Lucidchart

Miro

Visio

Job description

• Relevant Experience Required: 4+ years of dedicated business analysis experience within the Salesforce ecosystem
  
• Mandatory Certification: Salesforce Certified Business Analyst

Job Summary

We are seeking a highly skilled Salesforce Business Analyst to act as the vital bridge between our business stakeholders and technical execution teams. The ideal candidate will excel at eliciting functional requirements, mapping complex business processes, and translating stakeholder needs into actionable technical user stories. You will ensure alignment between business strategy and Salesforce implementation, guiding features from initial discovery through to successful User Acceptance Testing (UAT).

Key Responsibilities

• Facilitate discovery sessions and workshops with business stakeholders, product owners, and executive sponsors to uncover functional needs.
  
• Translate complex business requirements into detailed technical documentation, including process flow diagrams, user stories, acceptance criteria, and wireframes.
  
• Manage the product backlog by prioritizing user stories in collaboration with Project Managers and Solution Architects using Agile/Scrum methodologies.
  
• Design to-be business processes and map out gap analyses to determine how Salesforce can solve business pain points natively or through customization.
  
• Own the User Acceptance Testing (UAT) phase, including writing comprehensive test scripts, coordinating testing with business users, and managing defect triage.
  
• Develop training materials and conduct enablement sessions for end-users to maximize Salesforce adoption and change management success.
  
• Collaborate closely with developers and QA teams to provide functional clarity during the build and sprint cycles.
  

Requirements

4 to 7 years of hands-on experience in Salesforce configuration, with at least 3+ dedicated years implementing Salesforce CPQ and Billing.

Deep understanding of subscription billing models, revenue scheduling, invoicing rules, and tax calculation integrations (e.g., Avalara).

Mandatory certification: Salesforce CPQ Specialist.

Preferred Qualifications

• 4 to 8 years of hands-on IT experience, with at least 4+ dedicated years working explicitly as a Business Analyst on Salesforce platform implementations.
  
• Strong proficiency in business process mapping tools (e.g., Lucidchart, Miro, Visio) and Agile management software (e.g., Jira, Confluence).
  
• Deep understanding of core Salesforce clouds (Sales Cloud, Service Cloud, or Experience Cloud) and declarative platform capabilities.
  
• Mandatory certification: Salesforce Certified Business Analyst.
  

Preferred Qualifications

• Salesforce Certified Administrator or Salesforce Certified Platform App Builder certification.
  
• Prior consulting experience or history working on large-scale global deployments with multi-national user bases.
  
• Excellent verbal and written communication skills with the ability to influence cross-functional stakeholders without direct authority.