Salesforce Technical Business Analyst
Envision is seeking a Salesforce Technical Business Analyst for our long-term hybrid role in Phoenix, AZ.
LOCAL CANDIDATES IN THE PHOENIX, AZ AREA REQUIRED
Required Skills
· 5+ years of Salesforce experience
· Case Management Systems experience
· Legacy Modernization Background
Preferred Skills
· Any Salesforce certification
Role / Responsibilities:
We are seeking a Senior Salesforce Agile Business Analyst with proven experience in large-scale Case Management Systems to serve as the functional anchor for modernizing our mission-critical legacy mainframe application into Salesforce.
The primary focus of this role is eliciting complex business requirements from operational stakeholders, translating them into crisp, actionable user stories, and running day-to-day Scrum ceremonies. You will act as the vital bridge between non-technical business units (caseworkers, supervisors, leadership) and the technical engineering teams (Salesforce developers, Mainframe SMEs, Informatica conversion engineers, and MuleSoft integrators). A solid conceptual understanding of the end-to-end data flow—from legacy Mainframe extraction through SQL staging layers and into Salesforce—is essential to ensure that business logic and data integrity remain aligned throughout the modernization lifecycle.
Key Roles & Responsibilities
1. Requirements Elicitation & User Story Translation
· Lead requirement discovery workshops, interviews, and process observation sessions with caseworkers, and operations managers to unpack legacy processes.
· Deconstruct legacy "green-screen" workflows into modern, intuitive Salesforce Case Management experiences (case intake, automated routing, milestone tracking, docket history, approvals, and closure).
· Translate high-level business needs into epics, detailed user stories, and clear acceptance criteria using the INVEST framework and Given-When-Then (Gherkin) format.
· Build current-state vs. future-state process flowcharts, workflow diagrams, wireframes, and functional design documents.
2. Scrum Facilitation & Agile Delivery
· Facilitate core Scrum ceremonies: Sprint Planning, Backlog Refinement/Grooming, Daily Standups, Sprint Demos/Reviews, and Retrospectives.
· Partner with the Product Owner to maintain, prioritize, and groom the product backlog, ensuring stories meet the Definition of Ready (DoR) before sprint commitment.
Core Experience
· Salesforce Platform & Case Management (5+ years):
· Direct experience as a Business Analyst delivering large-scale Salesforce Service Cloud or custom Case Management implementations.
· In-depth understanding of standard case objects, queues, Omni-Channel routing, assignment rules, case history, record types, and role-based sharing models.
· Agile / Scrum Leadership (3+ years):
· Proven experience acting as a Scrum Master or Agile BA, driving sprint cadence, backlog management, and sprint ceremonies in Jira or Azure DevOps.
· Data Flow & Systems Literacy:
· Solid conceptual understanding of multi-tier data pipelines (Source Staging Target ETL Application layer).
· Ability to write fundamental SQL queries (SELECT, JOIN, WHERE, GROUP BY) to validate data in staging tables.
· Conceptual familiarity with how Informatica (batch data loads), MuleSoft (system integrations/APIs), and Automic (batch scheduling) interact with Salesforce.
· Legacy Modernization Background:
· Prior experience working on legacy migration projects (unpacking mainframe/terminal-based applications into modern web applications) is strongly preferred.
· Professional Competencies
· Exceptional active listening, verbal communication, and written documentation skills.
· Proven ability to gain alignment between operational business users and technical engineering teams.
· Strong critical-thinking ability to spot gaps between documented business rules and actual daily user workarounds.
