Salesforce Business Analyst

Wissen Technology; New York (NY); On-site; USD 150,000 - 210,000; Full time

Job summary

Wissen Technology is seeking a Salesforce Business Analyst at AVP/VP level in New York. You will lead discovery, elicit and document requirements, and partner with Salesforce developers to build scalable solutions in a lean, fast-moving environment.

The role requires 6+ years of experience, strong communication, and a configuration-first approach to Salesforce, with ownership of end-to-end delivery and release coordination.

Qualifications

• Bachelor's degree or equivalent professional experience.
• 3–4+ years as Salesforce BA or BA/Admin hybrid.
• Experience writing user stories and acceptance criteria.
• Experience with Salesforce capabilities (objects, fields, flows, validation rules).
• Experience with Agile/Scrum, Confluence/JIRA, backlog grooming.

Responsibilities

• Lead discovery sessions with business users to understand processes and pain points.
• Document and validate requirements with process flows, user stories, and acceptance criteria.
• Serve as primary contact for stakeholders to manage scope, priorities, timelines.
• Maintain a well-groomed delivery backlog and coordinate prioritization.
• Translate requirements into Salesforce solutions leveraging configuration-first practices.
• Collaborate with Developers/Architects to determine best approach for programmatic needs.
• Ensure data quality, security model, scalability, and user adoption.

Skills

Salesforce BA

Agile/Scrum

Confluence/JIRA

Strong communication

Analytical thinking

Education

Bachelor's degree in related field

Tools

Git

Bitbucket/GitHub

Salesforce CLI

Job description

The Wissen team continues to expand its footprint in the USA, Canada, UK, Australia, and India. More openings to come as we continue to grow the team!

Please read below for a brilliant career opportunity.

Role: Salesforce Business Analyst

Title: AVP/VP

Required Experience: 6+ years

We are looking for someone who is technically capable, communicative, curious, and comfortable working in a lean team where priorities can shift. You do not need to have independently owned architecture, release processes, or enterprise data systems, but you should be eager to learn, comfortable taking responsibility for assigned work, and interested in growing into broader solution ownership over time.

Responsibilities

• Lead discovery sessions with business users to understand current processes, pain points, and desired future state.

• Elicit, document, and validate requirements using process flows, user stories, acceptance criteria, and functional specifications.

• Serve as a primary point of contact for business stakeholders to manage scope, priorities, timelines, and expectations.

• Facilitate ongoing intake and prioritization of enhancements and defects, maintaining a well-groomed delivery backlog.

• Translate requirements into Salesforce solutions leveraging configuration-first best practices (objects/fields, record types, page layouts, validation rules, flows, approval processes, reports/dashboards).

• Partner with Salesforce Developers / Architects to define the right approach when programmatic solutions are needed.

• Ensure solution designs consider data quality, security model, scalability, maintainability, and user adoption.

• Own end-to-end delivery coordination: sprint planning support, backlog refinement, dependency tracking, and cross-functional communication.

• Coordinate with internal/offshore delivery resources to clarify requirements, review deliverables, and manage handoffs.

• Drive UAT: build test scripts, coordinate testing cycles, triage issues, and validate fixes prior to release.

• Support release management activities (change documentation, release notes, enablement communications).

• Collaborate with technical teams on data mapping, field usage standards, data quality controls, and migration support.

• Support integration-related analysis by documenting integration requirements, data contracts, and error-handling needs (e.g., REST/API based integrations).

• Help optimize operational workflows that support financial services processes (e.g., onboarding, service requests, activities, reporting).

• Create and maintain end-user documentation, SOPs, and job aids.

• Partner with enablement teams to deliver training sessions and reinforce process compliance and consistency.

• Track adoption feedback and propose improvements for usability, efficiency, and standardization.

• Maintain configuration and technical documentation in the team's knowledge base.

• Provide support for production issues, including troubleshooting, root-cause analysis, and coordination with business and technical teams.

• Build familiarity with Lido’s broader data and automation ecosystem, including AI-enabled Salesforce capabilities, Salesforce Data Cloud / Data 360, Snowflake, reporting, and analytics tools.

Required Qualifications

• Bachelor's degree in a related field, or equivalent professional experience.

• 3–4+ years’ experience as a Salesforce Business Analyst, or a BA/Admin hybrid supporting Salesforce implementations and enhancements.

• Strong experience writing user stories, acceptance criteria, and translating business needs into clear functional requirements.

• Hands-on understanding of Salesforce capabilities including:

• Standard/custom objects, fields, record types, page layouts

• Flow, validation rules, approval processes, permissions/sharing concepts

• Experience working in Agile/Scrum delivery models, Confluence/JIRA; comfortable with backlog grooming and sprint support.

• Exceptional communication skills—able to collaborate with both technical and non-technical stakeholders.

• Strong analytical/problem-solving ability with attention to detail and a bias for action.

• Experience with source control and release management tools such as Git, Bitbucket/GitHub, Salesforce CLI, Salesforce Change Sets, or similar deployment technologies.

• Ability to communicate clearly with technical and non-technical stakeholders.

• Strong problem-solving skills, attention to detail, and willingness to ask questions, learn the business, and grow into broader solution ownership.