Salesforce Business Analyst

team.it; Portugal; On-site; EUR 45,000 - 75,000; Full time

Job summary

team.it is seeking a Salesforce Business Analyst to bridge business and tech teams in Portugal. You will gather requirements from Sales, Marketing and Customer Success, translate needs into functional specs and user stories, and support digital transformation of commercial processes.

You'll configure Salesforce Sales Cloud, manage lead, opportunity, account and contact data, and drive UAT, reporting and dashboards.

Qualifications

• 4+ years of experience as Salesforce Consultant or Salesforce Business Analyst.
• Proven experience delivering Salesforce Sales Cloud implementation or enhancement projects.
• Strong knowledge of Lead Management, Opportunity Management, Account & Contact Management, and Pipeline Management.
• Hands-on experience with Forecasting, Sales Processes, and Sales Path configuration.
• Practical knowledge of Flow Builder, Reports, and Dashboards.
• Experience configuring Salesforce objects, fields, page layouts, record types, validation rules, and business processes.
• Strong understanding of profiles, permissions, roles, and data visibility models.
• Experience in requirements gathering, functional analysis, process mapping, and backlog management.
• Ability to conduct workshops and manage stakeholder engagement across business and technical teams.
• Knowledge of B2B and/or B2C sales processes and customer lifecycle management.
• Experience working in Agile/Scrum environments using Jira or Azure DevOps.
• Excellent communication, analytical thinking, problem-solving, and documentation skills.

Responsibilities

• Gather, analyze, and document business requirements from Sales, Marketing, and Customer Success stakeholders.
• Translate business needs into functional specifications and user stories for technical teams.
• Support the design, optimization, and digital transformation of commercial and sales processes.
• Facilitate workshops and solution design discussions with cross-functional teams.
• Configure Salesforce Sales Cloud functionalities to meet business requirements.
• Coordinate User Acceptance Testing (UAT), validate delivered solutions, and ensure business readiness.
• Create functional documentation, process flows, user guides, and support continuous improvement initiatives within Salesforce.

Skills

Salesforce Consultant

Sales Cloud

Lead Management

Opportunity Management

Account & Contact Management

Pipeline Management

Forecasting

Sales Processes

Sales Path

Flow Builder

Reports & Dashboards

Salesforce configuration

Profiles & permissions

Agile/Scrum

Jira

Azure DevOps

Communication

Documentation

Tools

Jira

Azure DevOps

Job description

We want to do things differently, focusing on what truly matters. We return to our roots with a sustainable corporate strategy at our core. Work-life balance, beginner’s mind, and community involvement are our identity and our starting point for this journey.

Salesforce Business Analyst - Is that you?

Key Responsibilities

• Gather, analyze, and document business requirements from Sales, Marketing, and Customer Success stakeholders.
• Translate business needs into clear functional specifications and user stories for technical teams.
• Support the design, optimization, and digital transformation of commercial and sales processes.
• Facilitate workshops, discovery sessions, and solution design discussions with cross-functional teams.
• Configure and customize standard Salesforce Sales Cloud functionalities to meet business requirements.
• Coordinate User Acceptance Testing (UAT), validate delivered solutions, and ensure business readiness.
• Create functional documentation, process flows, user guides, and support continuous improvement initiatives within Salesforce.

Required Skills & Experience

• 4+ years of experience as a Salesforce Consultant or Salesforce Business Analyst.
• Proven experience delivering Salesforce Sales Cloud implementation or enhancement projects.
• Strong knowledge of Lead Management, Opportunity Management, Account & Contact Management, and Pipeline Management.
• Hands-on experience with Forecasting, Sales Processes, and Sales Path configuration.
• Practical knowledge of Flow Builder, Reports, and Dashboards.
• Experience configuring Salesforce objects, fields, page layouts, record types, validation rules, and business processes.
• Strong understanding of profiles, permissions, roles, and data visibility models.
• Experience in requirements gathering, functional analysis, process mapping, and backlog management.
• Ability to conduct workshops and manage stakeholder engagement across business and technical teams.
• Knowledge of B2B and/or B2C sales processes and customer lifecycle management.
• Experience working in Agile/Scrum environments using tools such as Jira or Azure DevOps.
• Excellent communication, analytical thinking, problem-solving, and documentation skills.

Nice to Have

• Knowledge of the Salesforce Data Model and platform architecture.
• Experience with data migration, data cleansing, and data quality initiatives.
• Knowledge of advanced reporting, forecasting, and Sales Analytics.
• Experience designing and optimizing end-to-end commercial and sales processes.
• Background in digital transformation programs focused on sales excellence and customer engagement.
• Salesforce certifications such as Salesforce Administrator or Business Analyst certification.

Salesforce Business Analyst — Is that us?

• Horizontal structure. Everyone has a voice and is heard. We are looking for ambitious people who want to help us achieve what has not yet been done.
• Personalized support. We value close and regular follow-up. We are a team from day one.
• Comprehensive and flexible benefits package. Health insurance, life insurance, discounts and perks, telecommunications plan, and much more.
• Investment in learning and career development. Certified training, online learning platforms, Pearson VUE exam center... we invest in you!
• Sustainability and community involvement. We want meaningful work and to invest in an inclusive consulting project—and we need your help to make it happen.

Ready?

team.it, back to basics!

At Team IT, we stand for equality and value diversity. We create a safe and inclusive environment where opportunities are equal for everyone. We do not discriminate based on age, ethnicity, sexual orientation, gender, disability, or any factor other than merit. All applications from candidates with the right skills for the role are welcome.