Overview
On Site
Hybrid
BASED ON EXPERIENCE
Full Time
Skills
BUSINESS ANALYST
SALESFORCE
SALES CLOUD
SERVICE CLOUD
Job Details
Salesforce Senior Business Analyst
Location: Decatur, GA
Type: Full-time | On-site second-round interview required
Weekly Schedule: 3 days onsite with 2 days remote.
Position Overview
We are seeking a highly skilled and business-savvy Salesforce Senior Business Analyst to join our team. This role requires direct experience working with sales teams not just leadership or stakeholders and hands-on involvement in Salesforce Sales Cloud implementations. The successful candidate will have strong business acumen, the ability to bridge functional needs and technical capabilities, and a proven ability to operate at both strategic and tactical levels.
Interview Process
- First Round: 30-minute video interview
- Second Round: On-site, technical working session involving live Salesforce exercises (e.g., generating reports, creating dashboards, pulling account data)
Key Responsibilities
- Business Analysis & Administration: Analyze business requirements and implement scalable Salesforce solutions that enhance user experience and operational efficiency.
- Direct Sales Collaboration: Work closely and regularly with frontline sales representatives not just sales leadership to understand workflows and pain points.
- Requirements Gathering: Document functional, technical, and reporting requirements using Agile methodologies. Create clear user stories and support sprint planning.
- System Integration: Support the integration of Salesforce with third-party platforms such as ERPs, CRMs, and marketing automation systems.
- Salesforce Reporting: Create reports and dashboards to support field and inside sales teams with actionable insights.
- Configuration & Setup: Customize Salesforce using declarative tools and support custom apps built with the LWC framework.
- Training & Adoption: Train users, develop support materials, and encourage adoption of new tools and features.
- Mockups & Prototyping: Use tools like Figma to create process visualizations and interface mockups to support stakeholder discussions and development alignment.
- Data Management: Maintain data integrity, support data import/export, and contribute to data quality management initiatives.
Requirements & Qualifications
- 10+ years of experience in business analysis and requirement gathering in Agile and Waterfall environments
- 8+ years specifically working as a Salesforce Business Analyst on Salesforce Lightning Platform
- Proven, hands-on experience working directly with sales reps, understanding territory models, lead-to-opportunity cycles, and account hierarchies
- In-depth experience with Sales Cloud implementations (Service Cloud, CPQ, and Experience Cloud a plus)
- Strong knowledge of SOQL, Flows, data migration, and hands-on metadata configuration
- Working knowledge of Salesforce APIs, Apex, and LWC functionality (developer-level knowledge not required, but strong technical fluency expected)
- Experience in data import/export, Excel (including VLOOKUPs), and Salesforce reporting
- Familiarity with prototyping tools like Figma for UI mockups and process mapping
- Clear communication skills with both technical teams and non-technical business users
- Strong understanding of data quality practices, including deduplication, validation rules, and error handling in Salesforce experience.
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