• Job Description

  Req#: 104162
  The Salesforce Technical Business Analyst serves as the primary liaison between business stakeholders and the Salesforce technical team. The role requires a combination of strong business analysis skills, hands-on Salesforce functional/technical knowledge, and the ability to translate business needs into scalable, compliant, and high-quality Salesforce solutions. The BA will support complex enterprise environments involving multi-cloud solutions, API integrations, DevOps, and Agile delivery
  
  Key Responsibilities
  
  1. Requirements & Business Analysis
  
  • Conduct stakeholder interviews, workshops, and discovery sessions to gather detailed business requirements.
  • Document user stories, process maps, acceptance criteria, BRDs/FRDs, and use cases.
  • Perform gap analysis across Salesforce clouds and integrated systems.
  
  2. Salesforce Functional & Technical Translation
  
  • Convert business requirements into system-level specifications aligned with Salesforce platform capabilities (Sales Cloud, Service Cloud, Experience Cloud, Financial Services Cloud, etc.).
  • Work with architects and developers to validate feasibility, design options, and solution approach.
  • Understand Apex triggers, LWC behavior, platform limits, APIs, and data models (without needing to code).
  
  3. Delivery, Testing & Quality
  
  • Collaborate with Scrum teams for sprint planning, backlog grooming, estimation, and prioritization.
  • Validate functionality during system testing; define and support UAT scenarios with business users.
  • Review release notes, coordinate deployments, and support environment readiness.
  
  4. Cross-Functional & Stakeholder Management
  
  • Act as a communication bridge between Product Owners, SMEs, offshore teams, architects, and QA.
  • Present solution proposals, functional impacts, and change recommendations.
  • Manage expectations around timelines, risks, dependencies, and change requests.
  
  5. Governance, Security & Compliance
  
  • Ensure adherence to Salesforce best practices, security standards, and data governance policies.
  • Support audit/compliance inquiries such as permission reviews, data access mapping, and SOX-related documentation (if applicable).
  • Maintain functional documentation and process traceability.
  
  6. Continuous Improvement
  
  • Identify opportunities to automate or optimize business workflows using Flows, OmniStudio (if applicable), or declarative capabilities.
  • Provide training, help documentation, and end-user enablement materials.
  • Stay up to date with Salesforce seasonal releases and advise business on upcoming impacts.
  
  
  Required Skills & Qualifications
  
  Technical Skills
  
  • 4-8+ years as a Salesforce BA, Tech BA, or hybrid Admin/BA.
  • Hands-on experience with Salesforce features: Flows, Reports/Dashboards, Data Model, Security Model.
  • Understanding of Apex, SOQL/SOSL, Integration patterns (REST/SOAP), and API lifecycle.
  • Experience with tools: Jira, Confluence, Postman, Lucidchart, Workbench, Data Loader, DevOps tools (Copado/Gearset - preferred).
  
  Business & Analytical Skills
  
  • Strong analytical and process modeling capabilities (AS-IS, TO-BE).
  • Experience gathering requirements from business teams in sales, service, operations, or marketing.
  • Ability to translate complex requirements into clear, solution-oriented user stories.
  
  Communication & Leadership
  
  • Excellent written and verbal communication suitable for US stakeholders.
  • Ability to run workshops independently and drive consensus.
  • Experience working in onsite-offshore Agile teams.
  
  Certifications (Preferred)
  
  • Salesforce Administrator (ADM-201)
  • Salesforce Business Analyst Certification
  • App Builder, Sales Cloud or Service Cloud Consultant (nice to have)
  
  
  Education
  
  • Bachelor's degree in Computer Science, Engineering, Information Systems, Business, or related field.

• About the company

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