The Salesforce Business Analyst is responsible for bridging the gap between business stakeholders and technical teams by translating business needs into actionable Salesforce requirements. This role supports Agile delivery by gathering requirements, creating user stories, and ensuring solutions align with business objectives while delivering measurable value.
Key Responsibilities
- Work closely with business stakeholders to elicit, analyze, and document requirements for Salesforce initiatives
- Translate business needs into functional requirements, user stories, acceptance criteria, and process flows
- Develop and maintain documentation such as BRDs, FRDs, workflows, and requirement traceability matrices
- Perform impact analysis for enhancements, defects, and change requests
- Collaborate with Salesforce developers, administrators, and architects to ensure accurate implementation of requirements
- Provide functional guidance on Salesforce features including objects, fields, workflows/flows, validations, reports, and dashboards
- Participate in User Acceptance Testing (UAT), including test scenario creation, coordination, and validation of delivered solutions
- Support release readiness and post-deployment validation activities
- Participate in Agile/Scrum ceremonies including backlog grooming, sprint planning, reviews, and retrospectives
- Partner with Product Owners to prioritize backlog items and ensure readiness of user stories
- Act as a liaison between business and technical teams to ensure effective communication and alignment
- Facilitate workshops, requirement walkthroughs, and stakeholder review sessions
- Communicate progress, risks, and dependencies to project and delivery leadership
- Manage stakeholder expectations and ensure proper documentation and communication of changes
Required Qualifications
- 5+ years of experience as a Business Analyst, preferably in CRM or Salesforce environments
- Strong understanding of Salesforce concepts including data models, security, automation, reports, and dashboards
- Hands‑on experience writing user stories and acceptance criteria in Agile environments
- Proficiency with Agile tools such as Jira, Confluence, or similar platforms
- Strong analytical, problem‑solving, and documentation skills
- Excellent verbal and written communication skills
- Proven ability to work with cross‑functional teams and multiple stakeholders
- Ability to translate complex technical concepts into clear business language