Role Overview
We are looking for an experienced Salesforce Business Analyst / Functional Consultant to work closely with business and technology teams to understand business needs and convert them into effective, scalable Salesforce solutions. The ideal candidate should have strong functional knowledge of the Salesforce platform along with experience working in Agile delivery environments.
Key Responsibilities
- Partner with business stakeholders, product owners, and technical teams to understand business processes, pain points, and functional requirements.
- Translate business requirements into clear Salesforce functional solutions, user stories, acceptance criteria, and process flows.
- Design and configure Salesforce solutions using standard platform capabilities, including workflows, validation rules, reports, dashboards, custom objects, and automation.
- Collaborate with solution architects and development teams to ensure proposed solutions align with enterprise architecture and business objectives.
- Analyze existing business processes and recommend opportunities for CRM optimization, standardization, and process improvement.
- Create and maintain functional documentation, including business requirements, process diagrams, data models, functional specifications, and solution documentation.
- Support product owners with backlog management, story refinement, prioritization, and release planning.
- Facilitate backlog grooming sessions and work with stakeholders to clarify requirements, dependencies, scope, and acceptance criteria.
- Assist in defining business value and priorities for upcoming releases, sprint cycles, and enhancements.
- Monitor project scope against the agreed statement of work and identify potential scope changes or variances.
- Work with project and delivery teams to evaluate change requests and support the appropriate change-control process.
- Participate throughout the Software Development Life Cycle, from requirements discovery and solution design through testing, deployment, and post-production support.
- Promote Salesforce best practices and encourage adoption of standardized CRM processes across business teams.
- Serve as a liaison between technical teams and business users, ensuring requirements and proposed solutions are clearly understood by all stakeholders.
Required Skills & Experience
- Strong hands-on functional experience with Salesforce Sales Cloud, Service Cloud, Experience Cloud, and Salesforce CPQ.
- Proven experience gathering, analyzing, documenting, and translating complex business requirements into Salesforce solutions.
- Strong understanding of Salesforce configuration and declarative capabilities.
- Experience working with Salesforce objects, automation, validation rules, reports, dashboards, security, and business processes.
- Understanding of Salesforce implementation methodologies and the complete SDLC.
- Experience developing user stories, acceptance criteria, process flows, functional specifications, and other project documentation.
- Strong analytical and problem-solving abilities with the capability to manage multiple priorities in a fast-paced environment.
- Experience working with cross-functional teams, including business stakeholders, developers, architects, QA, product owners, and project managers.
- Excellent communication and stakeholder-management skills, with the ability to explain technical concepts to non-technical audiences.
- Working knowledge of Agile/Scrum and SAFe methodologies.
- Experience with Agile delivery and collaboration tools such as Jira and Confluence.
- Familiarity with DevOps processes and release management within Salesforce environments.
- Ability to evaluate business needs, identify appropriate Salesforce capabilities, and recommend sustainable solutions.
- Salesforce implementation experience across requirements gathering, design, development/configuration, testing, deployment, and production support.
Preferred Qualifications
- Salesforce certification(s) such as Salesforce Administrator, Business Analyst, Sales Cloud Consultant, Service Cloud Consultant, or CPQ Specialist.
- Experience supporting enterprise-scale Salesforce transformation or CRM modernization initiatives.
- Experience working in a product-oriented Agile environment with multiple concurrent releases.
- Strong understanding of Salesforce ecosystem capabilities and platform best practices.