Sr. Salesforce Analyst

Career Connections, LLC; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Career Connections, LLC seeks a Salesforce Analyst to function as a bridge between business stakeholders and technical delivery teams, translating business needs into actionable requirements for Salesforce configuration, enhancements, and Power BI reporting.

The role collaborates with Salesforce Administrators, Developers, and Architects to ensure feasible solutions, supports release planning, UAT, and maintains data quality and governance across Salesforce and analytics outputs to support

Qualifications

• 7+ years of Salesforce Analyst/Business Analyst experience.
• Hands-on Salesforce configuration: objects, fields, flows, validation rules, reports.
• Experience with analytics/BI tools, preferably Power BI.

Responsibilities

• Partner with stakeholders to gather, analyze, and document Salesforce requirements.
• Facilitate workshops to understand processes, data needs, and outcomes.
• Translate business needs into functional requirements, user stories, and acceptance criteria.
• Maintain requirements docs aligned with Salesforce standards and governance.

Skills

Salesforce experience

Salesforce certifications

Education

High School Diploma

Tools

Power BI

Job description

Salesforce Business Analyst experience, Salesforce Certifications, Power BI

Date:

July 14, 2026

Position Purpose

We are seeking a Salesforce Analyst to act as a key intermediary between business stakeholders and technical delivery teams. This role is responsible for translating business needs into clear, actionable requirements that support Salesforce configuration, enhancements, and integrations, as well as downstream analytics and reporting in Power BI. The Salesforce Analyst will work across multiple business functions to define scope, manage demand, support solution delivery, and ensure that Salesforce workflows, configuration, and reporting solutions meet business requirements and quality standards.

• Partner with business stakeholders to gather, analyze, and document business, functional, and reporting requirements related to Salesforce
• Facilitate workshops and discovery sessions to understand business processes, pain points, data needs, and desired outcomes
• Translate business needs into:
  • Functional requirements
  • User stories and acceptance criteria
  • Process flows and data definitions
  • Clearly define scope, assumptions, dependencies, and success criteria for Salesforce initiatives and enhancements
• Maintain comprehensive and up-to-date requirements documentation aligned with Salesforce standards and governance practices
• Salesforce Build & Run Support
• Prepare detailed hand-off documentation for Salesforce build and run teams, including:
  • Configuration requirements (objects, fields, validation rules, flows, page layouts, permissions)
  • Workflow and automation logic (Flows, approvals, triggers where applicable)
  • Data model impacts and field-level details
• Collaborate with Salesforce Administrators, Developers, and Architects to ensure requirements are understood and feasible
• Support release planning by clarifying requirements, priorities, and dependencies
• Test and validate Salesforce configuration, workflows, and automation against defined acceptance criteria
• Support user acceptance testing (UAT), defect triage, and issue resolution

Analytics & Power BI Enablement

• Act as the primary liaison between business teams and Power BI developers for Salesforce-based analytics
• Produce clear technical hand-off documentation for analytics teams, including:
  • Data sources, objects, and field mappings
  • Business logic, calculations, and KPIs
  • Filtering, security, and data refresh requirements
• Validate Power BI datasets, dashboards, and reports to ensure accuracy, completeness, and alignment with business expectations
• Ensure consistency between Salesforce configuration and downstream analytics outputs

Demand & Prioritization Management

• Intake and assess Salesforce-related requests from multiple business teams
• Support prioritization of requests based on business value, urgency, effort, and platform impact
• Maintain visibility into the Salesforce backlog, request status, and delivery timeline
• Communicate priorities, progress, blockers, and risks to stakeholders and leadership

Data Quality & Governance

• Develop and maintain a strong understanding of Salesforce data model and reporting architecture
• Identify data quality issues, gaps, or inconsistencies impacting workflows or reporting
• Work with platform and business teams to resolve data-related issues and improve data governance

Minimum Qualifications

• High School GED or Diploma
• 7+ years of experience in a Salesforce Analyst, Business Analyst, or similar role
• Strong experience documenting business and functional requirements for Salesforce platforms
• Hands-on knowledge of Salesforce configuration concepts (objects, fields, flows, validation rules, reports, dashboards)
• Experience supporting analytics or BI tools, preferably Power BI
• Strong understanding of business processes, data structures, and KPIs
• Excellent written and verbal communication skills, with the ability to bridge business and technical teams

Preferred Qualifications

• Salesforce certifications (e.g., Salesforce Administrator, Business Analyst, Platform App Builder)
• Experience working in complex, multi-functional or global organizations
• Familiarity with Agile, Scrum, or hybrid delivery methodologies
• Experience supporting Sales Cloud, Service Cloud, CPQ, or Professional Services use cases

Core Competencies

• Requirements elicitation and documentation
• Salesforce functional analysis
• Workflow and configuration validation
• Analytics and reporting enablement
• Prioritization and demand management
• Stakeholder communication and facilitation
• Attention to detail and data accuracy