Salesforce Operations Analyst-W2

System Soft Technologies; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

System Soft Technologies is seeking a seasoned Salesforce Business Analyst to document requirements, write user stories and acceptance criteria, map processes, and support testing and production readiness. You will collaborate with technology leads, admins, developers, architects, and business teams on enhancements and releases.

Responsibilities include discovery, migration readiness, stakeholder engagement, and creating dashboards and executive status reports.

Qualifications

• 6-8 years of Salesforce implementation experience.
• Strong business analysis background, Agile and Waterfall experience.
• Vendor and contract management experience; excellent written and verbal communication skills.

Responsibilities

• Discovery and Current State: assess content in network drives, identify owners, stewards, key users, current folder structures, sharing needs, and active vs. archival content.
• Future-State SharePoint Design: design SharePoint sites, libraries, folders, ownership roles, and access models; simplify legacy structures.
• Migration Readiness: create source-to-destination maps, document dependencies, flag content needing special handling, plan cutover readiness steps.
• Stakeholder Engagement: conduct interviews and workshops, facilitate decisions, document actions, prepare status updates.

Skills

Salesforce expertise

Vendor management

Stakeholder management

Communication

Agile methodologies

Tools

Asana

MS Office (Word, PowerPoint)

Excel (formulas, pivot tables)

Lucidchart

CoPilot

Job description

Business Analysis: document requirements, create user stories and acceptance criteria, process flows, facilitate workshops, support testing and production readiness.

Salesforce Support: collaborate with technology lead, admins, developers, architects and business teams on enhancements and releases.

Vendor Management: manage vendor relationships (coordinate on getting quotes, competitive analysis, managing expectations), preparing SOWs, contract deliverables, renewals, amendments, negotiations and performance metrics.

Financial Management: track budgets (monthly invoices, license usage), forecasts (budget planning for vendors and licenses), and contract spending

Reporting: prepare project dashboards, status reports and executive presentations

Responsibilities

• Discovery and Current State: Assess content in network drives, Box, Google Drive, Teams, OneDrive, and SharePoint; identify owners, stewards, key users, current folder structures, sharing needs, and active vs. archival content.


• Future-State SharePoint Design: Help departments design SharePoint sites, libraries, folders, ownership roles, and access models; simplify legacy structures and align recommendations with governance expectations.


• Migration Readiness: Create source-to-destination maps, document dependencies, flag content needing special handling, recommend migration sequencing, prepare cutover readiness steps, and help minimize downtime.


• Stakeholder Engagement: Conduct interviews and workshops, facilitate decisions, build consensus, document action items, prepare status updates, and support communications to business units.

Responsibilities

Company overview, proposed resource resumes, Salesforce experience, sample project references, proposed rates, approach and methodology, availability, and assumptions.

Evaluation Criteria

• Salesforce expertise, business analyst experience, vendor management experience, stakeholder management, quality of proposed approach, qualifications of assigned resources, and cost competitiveness.

Qualifications

6-8 years of Salesforce implementation experience; strong business analysis background; Agile and Waterfall experience; vendor and contract management experience; excellent written and verbal communication skills.

Salesforce, Asana, MS Office suite Word, PowerPoint, CoPilot, with a strong proficiency in Excel including formulas and pivot tables, contract management systems, document workflow tools, Lucidchart or similar tools, understanding of Agile/Scrum practices.