Salesforce Business Analyst

Blue5Green, Inc.; Princeton (NJ); On-site; USD 95,000 - 125,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401(k) with company match

Paid time off

Job summary

Blue5Green is seeking a Business Analyst to bridge the gap between U.S.-based business stakeholders and our Salesforce engineering team. The role leads discovery, requirements elicitation, and user-story definition, ensuring acceptance criteria and UAT readiness.

You’ll maintain traceability from business requirements through development and release, collaborating with Salesforce Architects and Developers to validate feasibility and clarify requirements in an Agile environment.

Qualifications

• Strong Salesforce/CRM functional experience with understanding of Sales Cloud, Service Cloud, Experience Cloud, Financial Services Cloud, or relevant Salesforce capabilities.
• Excellent requirement elicitation, process mapping, user-story writing, acceptance-criteria definition, and UAT skills.
• Strong stakeholder management and client-facing communication.
• Experience working in Agile/Scrum environments.
• Experience with Jira and Confluence.
• Investment Banking, Wealth Management, Capital Markets, Banking, or Financial Services experience is preferred for BFSI programs.
• Salesforce Business Analyst, Administrator, or other relevant certification is a plus.

Responsibilities

• Act as the bridge between business stakeholders and the Salesforce engineering team and lead discovery and requirements elicitation.
• Translate business needs into user stories, acceptance criteria, and business rules.
• Maintain traceability from requirements through development, testing, UAT, and release.
• Collaborate with Salesforce Architects and Developers to validate feasibility and clarify requirements.
• Coordinate UAT, manage feedback, and drive issue clarification and resolution.
• Create BRD/FRD, data requirements, and functional documentation as appropriate.
• Use Jira, Confluence, or equivalent tools to manage artifacts and ensure clear communication.

Skills

Salesforce/CRM experience

Requirements elicitation

Stakeholder management

Agile/Scrum

Jira

Confluence

BFSI domain experience (preferred)

Salesforce certification (plus)

Education

Bachelor's degree in CS/IT/Engineering/Business

Tools

Jira

Confluence

Job description

We do NOT sponsor any visa and the applicant should be authorized to work in the US.

Role Overview

Act as the bridge between business stakeholders and the Salesforce engineering team. The Business Analyst will lead discovery, requirements elicitation, process analysis, user-story definition, acceptance criteria, UAT coordination, and stakeholder alignment. Strong communication is a non-negotiable requirement.

Key Responsibilities

• Work directly with U.S.-based business stakeholders and product owners to understand business objectives, pain points, and desired outcomes.
• Lead requirement-gathering workshops, interviews, walkthroughs, and process-discovery sessions.
• Translate business needs into clear user stories, functional requirements, process flows, acceptance criteria, and business rules.
• Maintain traceability from business requirements through development, testing, UAT, and release.
• Partner with Salesforce Architects and Developers to validate feasibility and clarify requirements.
• Perform current-state/future-state analysis, gap analysis, and process optimization.
• Facilitate backlog refinement, sprint planning, demos, UAT preparation, and business sign-off activities.
• Coordinate UAT with business users, manage feedback, and drive issue clarification and resolution.
• Identify dependencies, assumptions, risks, and decisions requiring stakeholder action.
• Create and maintain BRD/FRD, user stories, process maps, data requirements, and functional documentation as appropriate.
• Use Jira, Confluence, or equivalent tools to manage requirements and delivery artifacts.
• Communicate complex functional topics clearly to both business and technical audiences.

Required Skills & Experience

• Strong Salesforce/CRM functional experience with understanding of Sales Cloud, Service Cloud, Experience Cloud, Financial Services Cloud, or relevant Salesforce capabilities.
• Excellent requirement elicitation, process mapping, user-story writing, acceptance-criteria definition, and UAT skills.
• Strong stakeholder management and client-facing communication.
• Experience working in Agile/Scrum environments.
• Experience with Jira and Confluence.
• Investment Banking, Wealth Management, Capital Markets, Banking, or Financial Services experience is preferred for BFSI programs.
• Salesforce Business Analyst, Administrator, or other relevant certification is a plus.

Education

Bachelor’s degree in Computer Science, Information Technology, Engineering, Business, or a related discipline is preferred.

What You’ll Gain

• Comprehensive health, dental, and vision insurance
• 401(k) with 5% company match to help secure your financial future
• Paid time off and company holidays to recharge and reset
• Exposure to enterprise IT solutions and global clients across diverse industries

About Blue5Green

Blue5Green is a global Salesforce consulting and technology solutions partner, empowering enterprises to accelerate digital transformation, drive innovation, and achieve measurable business outcomes. With deep industry expertise across Financial Services, Healthcare, Public Sector, and Higher Education, we deliver end-to-end solutions spanning Salesforce, Data Management, Artificial Intelligence, Integration, and Intelligent Automation. From strategic consulting and Salesforce implementations to managed services and AI-powered innovation, we help organizations simplify complexity, unlock new opportunities, enhance customer experiences, and maximize operational efficiency.

At Blue5Green, we believe innovation starts with people. Our global team thrives on a culture of collaboration, diversity, continuous learning, and professional growth. We are committed to creating an inclusive, empowering workplace that values creativity, encourages work-life balance, and enables our people to make a meaningful impact. Blue5Green is an Equal Opportunity Employer, dedicated to building a diverse workforce where talent thrives and innovation flourishes.