Salesforce Business Analyst Education Cloud

Techila Global Services; Pune District; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Techila Global Services in Pune is seeking a Salesforce Business Analyst with 2+ years of experience to gather requirements, document BRDs/FRDs, and translate them into user stories and flows within Sales/Service Cloud.

You will lead stakeholder workshops, support UAT, and contribute to pre-sales demonstrations, while ensuring data integrity, security, and agile delivery across education cloud projects.

Qualifications

• 2+ years experience as a Salesforce Business Analyst.
• Experience with Sales Cloud and/or Service Cloud.
• Exposure to Salesforce Education Cloud is highly preferred.
• Strong requirements gathering and process analysis skills.
• BRD/FRD creation, user stories, and UAT coordination.
• Hands-on Salesforce administration: objects, flows, validation, reports, dashboards.
• Excellent client-facing communication and presentation skills.
• Experience in Agile/Scrum environments.

Responsibilities

• Conduct client discovery sessions to gather, analyze, and document business requirements.
• Facilitate workshops with stakeholders across admissions, student services, recruitment, and advancement teams.
• Act as a Subject Matter Expert (SME) for Salesforce Education Cloud, supporting both delivery and pre-sales engagements.
• Translate business requirements into functional specifications, user stories, process flows, and solution designs.
• Collaborate with sales and delivery teams to define solution strategies and support new business opportunities.
• Prepare effort estimates for Salesforce configuration, customization, integrations, and data migration activities.
• Support RFP/RFI responses and contribute to proposal development.
• Configure Salesforce using custom objects, fields, Flows, validation rules, page layouts, reports, dashboards, and security settings.
• Develop reports and dashboards to monitor student recruitment, admissions, retention, and lifecycle metrics.
• Participate in solution design reviews, testing, UAT, deployment, and post-implementation support.
• Present live demonstrations of configured and implemented Salesforce solutions, showcasing business processes, key features, and overall business value.
• Conduct solution walkthroughs during sprint reviews, stakeholder meetings, and UAT sessions to validate business outcomes.
• Deliver pre-sales demonstrations of Salesforce Education Cloud, tailoring solution presentations to prospective client requirements.
• Drive user adoption through training sessions, documentation, knowledge transfer, and ongoing business support.
• Manage stakeholder expectations and communicate effectively with both technical and non-technical audiences.
• Break down business requirements into actionable tasks, prioritize deliverables, and support Agile project execution.
• Stay up to date with Salesforce releases, Education Cloud capabilities, and higher education industry trends.

Skills

Salesforce BA

Sales/Service Cloud

Education Cloud

BRD/FRD creation

User stories

UAT coordination

Salesforce Admin

Data management

Security & deployment

Agile/Scrum

Stakeholder management

Presentation skills

Documentation

Job description

Key Responsibilities:

• Conduct client discovery sessions to gather, analyze, and document business requirements.
• Facilitate workshops with stakeholders across admissions, student services, recruitment, and advancement teams.
• Act as a Subject Matter Expert (SME) for Salesforce Education Cloud, supporting both delivery and pre-sales engagements.
• Translate business requirements into functional specifications, user stories, process flows, and solution designs.
• Collaborate with sales and delivery teams to define solution strategies and support new business opportunities.
• Prepare effort estimates for Salesforce configuration, customization, integrations, and data migration activities.
• Support RFP/RFI responses and contribute to proposal development.
• Configure Salesforce using custom objects, fields, Flows, validation rules, page layouts, reports, dashboards, and security settings.
• Develop reports and dashboards to monitor student recruitment, admissions, retention, and lifecycle metrics.
• Participate in solution design reviews, testing, UAT, deployment, and post-implementation support.
• Present live demonstrations of configured and implemented Salesforce solutions, showcasing business processes, key features, and overall business value.
• Conduct solution walkthroughs during sprint reviews, stakeholder meetings, and UAT sessions to validate business outcomes.
• Deliver pre-sales demonstrations of Salesforce Education Cloud, tailoring solution presentations to prospective client requirements.
• Drive user adoption through training sessions, documentation, knowledge transfer, and ongoing business support.
• Manage stakeholder expectations and communicate effectively with both technical and non-technical audiences.
• Break down business requirements into actionable tasks, prioritize deliverables, and support Agile project execution.
• Stay up to date with Salesforce releases, Education Cloud capabilities, and higher education industry trends.

Required Skills & Qualifications:

• 2+ years of experience as a Salesforce Business Analyst.
• Experience with Salesforce Sales Cloud and/or Service Cloud.
• Exposure to Salesforce Education Cloud is highly preferred.
• Strong expertise in requirements gathering, business process analysis, stakeholder management, BRD/FRD creation, user stories, and UAT coordination.
• Hands-on experience with Salesforce Administration, including:
  • Custom Objects & Fields
  • Flows
  • Validation Rules
  • Reports & Dashboards
  • Profiles & Permission Sets
  • Page Layouts
  • Record Types
• Good understanding of Salesforce security, data management, and deployment processes.
• Experience working in Agile/Scrum environments.
• Excellent presentation, communication, and client-facing skills.
• Strong analytical, problem-solving, and documentation abilities.