Salesforce Business Analyst

IntePros; Fort Washington (Montgomery County); On-site; USD 90,000 - 120,000; Full time

Job summary

IntePros is seeking a Salesforce Business Analyst to bridge business needs with technical Salesforce configurations, focusing on CRM and CPQ enhancements. You will translate complex requirements into actionable stories and collaborate with developers and admins to deliver solutions that drive efficiency and revenue growth.

You will lead UAT cycles, analyze existing Salesforce processes, and provide training and ongoing support to end users, ensuring high adoption and measurable value across

Qualifications

• 3–5 years as a Business Analyst
• 2+ years with Salesforce CRM and CPQ
• Strong understanding of Salesforce Sales Cloud, Service Cloud, and CPQ
• Experience with Salesforce configuration (flows, validation rules, page layouts, reports, dashboards)
• Familiarity with Agile/Scrum and tools like Jira or Azure DevOps
• Excellent communication with technical and non-technical stakeholders
• Salesforce certifications are a plus

Responsibilities

• Partner with stakeholders to gather, document, and prioritize requirements for Salesforce CRM/CPQ enhancements
• Translate requirements into user stories, processes, and acceptance criteria for development
• Configure Salesforce objects, fields, workflows, and approvals for CRM/CPQ
• Collaborate with developers/admins to design and implement Salesforce solutions
• Lead UAT cycles to ensure solutions meet requirements and deliver value
• Analyze and optimize Salesforce processes for efficiency and adoption
• Provide training, documentation, and end-user support

Skills

Salesforce CRM

CPQ

User stories & acceptance criteria

Agile/Scrum

Jira/Azure DevOps

Stakeholder communication

Tools

Jira

Azure DevOps

Job description

Salesforce Business Analyst (CRM & CPQ)

As our Salesforce Business Analyst, you’ll be the bridge between business needs and technical solutions. You’ll translate complex requirements into clear, actionable Salesforce configurations—especially within CRM and CPQ—ensuring our sales, service, and operations teams have the tools they need to work smarter, close deals faster, and deliver outstanding customer experiences. Your work will directly shape how we engage with customers, optimize revenue processes, and scale our business.

Responsibilities

• Partner with stakeholders across Sales, Marketing, and Operations to gather, document, and prioritize business requirements for Salesforce CRM and CPQ enhancements.
• Translate business needs into detailed user stories, process flows, and acceptance criteria for the development team.
• Configure Salesforce objects, fields, workflows, and approval processes to support CRM and CPQ functionality.
• Collaborate with Salesforce developers and admins to design and implement solutions that align with best practices.
• Lead UAT (User Acceptance Testing) cycles, ensuring solutions meet requirements and deliver measurable value.
• Analyze and optimize existing Salesforce processes to improve efficiency, data quality, and user adoption.
• Provide training, documentation, and ongoing support to end users to maximize platform effectiveness.

Experience

• 3–5 years of experience as a Business Analyst, with at least 2 years focused on Salesforce CRM and CPQ projects.
• Strong understanding of Salesforce Sales Cloud, Service Cloud, and CPQ (Configure, Price, Quote) functionality.
• Proven ability to translate business requirements into technical specifications and actionable solutions.
• Experience with Salesforce configuration (flows, validation rules, page layouts, reports, dashboards).
• Familiarity with Agile/Scrum methodologies and tools like Jira or Azure DevOps.
• Excellent communication skills—able to engage with both technical teams and non-technical stakeholders.
• Salesforce certifications (e.g., Salesforce Administrator, CPQ Specialist) are a plus.